Investments Analyst at LG Group

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Sep, 26

Salary

150000.0

Posted On

19 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Real Estate Underwriting, Equity Waterfalls, Due Diligence, Market Analysis, Portfolio Management, Asset Management, Capital Markets, Excel Proficiency, Argus Enterprise, CoStar, Yardi Matrix, Feasibility Analysis, Investment Memos, Financial Reporting, Cash Flow Analysis

Industry

Construction

Description

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. CORE ACCOUNTABILITIES Financial Modeling & Proforma Management Portfolio Management & Reporting Feasibility Analysis & Investment Underwriting Market Intelligence & Forecasting Financial Due Diligence Capital Raise & Investment Materials KEY RESPONSIBILITIES Financial Modeling & Proforma Management 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 Portfolio Management & Reporting 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 Feasibility Studies & Financial Due Diligence 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 Market Analysis & Forecasting 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 into forward-looking forecasts that inform investment strategy and underwriting assumptions Attend property tours, broker meetings, and market tours to build first-hand knowledge of submarkets and competitive positioning Basic review of architectural drawings, site plans, and unit mix layouts to inform takeoffs, yield assumptions, and development feasibility Capital Raise & OM Support Assist in the preparation and ongoing maintenance of Offering Memorandums (OMs) for capital raise engagements (equity and debt), including narrative, financial exhibits, and market summaries Support the preparation of market research, comp studies, executive summaries, and deal memos for internal review, capital partner communications, and investor reporting Maintain organized deal tracking and pipeline reporting to support visibility into the active acquisition and development funnel Collaborate cross-functionally with the preconstruction and execution teams on budget alignment, schedule assumptions, and construction cost inputs for development underwriting Support lender and investor diligence processes, including responding to underwriting questions, preparing data rooms, and reconciling model assumptions to third-party reviews Perform ad hoc analysis and special projects as assigned by the Managing Partner, CFO or CEO Requirements QUALIFICATIONS FOR SUCCESS Education Bachelor’s degree required; Finance, Real Estate, Economics, or related field preferred Advanced coursework or professional certification in real estate finance or financial modeling a plus Experience 2–5 years of experience in real estate development, acquisitions, investment banking, or a closely related analytical role Direct experience with multifamily development underwriting, including familiarity with public incentives, complex capital structures, and construction financing terms Exposure to entitlement processes and municipal negotiations related to zoning, incentives, and project approvals, strongly preferred Technical Skills Advanced Excel proficiency, including dynamic model construction, sensitivity tables, and equity waterfall mechanics, including complex capital structures and promotes. Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook) Familiarity with CoStar, Yardi Matrix, Axiometrics, or comparable market data platforms Experience with Argus Enterprise a plus; willingness to learn required Competencies Analytical Rigor: High standard of accuracy, source discipline, and intellectual honesty in quantitative work Financial Acuity: Comfort with complex financial structures and ability to translate numbers into investment narrative Market Intelligence: Genuine curiosity about multifamily real estate dynamics and capital markets Communication: Able to translate complex analysis into clear written narratives and visual exhibits for investor audiences Ownership: Self-directed; manages multiple concurrent workstreams without requiring close supervision Integrity: Exercises sound judgment in handling sensitive deal information and investor relationships

Responsibilities

The Investments Analyst drives quantitative analysis for investment decisions, capital formation, and deal execution across the multifamily development lifecycle. Key duties include building complex financial models, conducting feasibility studies, and preparing investor reporting and offering memorandums.