Investments Analyst

Description POSITION OVERVIEW

The Investments Analyst is a core member of LG Development's investment management team, driving the quantitative and analytical work behind investment decisions, capital formation, and deal execution from acquisition through disposition. This is a high-impact, cross‑functional role with direct exposure to the full development lifecycle: deal sourcing, due diligence, financial modeling, structuring, and execution across multifamily acquisitions, asset management, and capital markets.

The ideal candidate is a sharp, detail-oriented utility player who thrives in a fast‑paced, entrepreneurial environment and is eager to take ownership of complex financial analysis while working alongside senior leadership on live transactions. This role offers meaningful responsibility from day one and a clear path to grow within a dynamic real estate development platform.

• Financial Modeling & Proforma Management
• Portfolio Management & Reporting
• Feasibility Analysis & Investment Underwriting
• Market Intelligence & Forecasting
• Financial Due Diligence
• Capital Raise & Investment Materials

• Build, maintain, and stress‑test dynamic Excel‑based financial models for development and acquisition opportunities, including equity waterfalls, return scenarios (IRR, equity multiple, cash‑on‑cash), and LP/GP distributions
• Develop, update, and manage project‑level proformas on an ongoing basis from initial underwriting through stabilization, ensuring they reflect current assumptions, lender requirements, and internal standards
• Perform sensitivity analyses across key variables including land cost, construction cost, lease‑up timing, cap rates, and financing terms to support scenario planning and risk assessment
• Maintain model version control and documentation discipline to ensure internal team clarity and external readiness for investor and lender communication and review
• Model complex capital stacks, including layered debt, mezzanine financing, preferred equity, and structured LP/GP waterfalls across multiple scenarios
• Incorporate lender terms, covenants, and draw structures into project‑level underwriting and sensitivity analysis

• Work with the CFO and Director of Accounting in monitoring financial covenants and assist in the preparation of ongoing required reporting under loan documents
• Prepare and update quarterly investor reports in coordination with the CFO, Asset Managers, and Director of Development. Coordinate investor follow‑up, as needed
• Partner with the CFO on maintaining the Investor Portal and coordinating investor communications and deliverables
• Assist with investment‑level cash flow analysis, including capital call planning and income and capital event distribution forecasting

• Conduct comprehensive project feasibility analyses incorporating land cost, hard and soft construction costs, financing structure, absorption assumptions, and projected returns to support go/no‑go decisions
• Support the due diligence process for prospective acquisitions and development sites, including review of financial statements, rent rolls, operating histories, debt terms, and third‑party reports in coordination with external advisors and capital partners
• Identify material financial risks and prepare summary findings and investment memos for leadership and Investment Committee review
• Research and prepare property tax, insurance, utility, and operating expense projections in coordination with the CFO and third‑party providers
• Incorporate municipal incentives and structured subsidies, including TIF, HTCs, and other public financing mechanisms, into underwriting models and investment analysis, as applicable

• Compile, organize, and maintain a structured database of market data including rent comps, sales comps, submarket occupancy, pipeline supply, and demographic trends with consistent version control and source reliability standards
• Monitor macroeconomic indicators, capital markets conditions, and local submarket dynamics and synthesize findings…