Job Description

Job Description

Job Description

Equity Team Analyst

Job Description

REPORTS TO : EVP of Multifamily Real Estate

STATUS : Exempt

LOCATION : on site- Louisville, KY

LDG Development and our affiliated companies are growing rapidly to produce higher levels of much-needed affordable housing nationwide. Our founding belief that “Everyone Deserves a Quality Place to Live” has resulted in an organization that has achieved the #1 Ranking as an Affordable Housing Developer. Our focus on our employees and company culture has also earned us a spot as one of the Top Best Places to Work in Louisville, KY. We believe that a stable, supportive living environment is the foundation for individuals to thrive and achieve their dreams in education, career paths, and beyond. The overall reputation and quality that LDG presents in all its business practices are key to maintaining our goals.

POSITION SUMMARY

LDG Development, a leader in multifamily development, has an excellent opportunity for a highly motivated individual to join our team. We are seeking an Equity Team Analyst to ensure equity investments are received from a variety of institutional investors following predefined investment deliverables. In this role, you will work cross-functionally with internal stakeholders throughout the company and will often be relied upon as the primary point of contact when resolving potential discrepancies. Additional functions will include financial modeling, contract extensions, and other role-specific requirements.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Procure investment dollars in compliance with debt and equity legal agreements while managing due diligence requirements
• Project management of the development process from post-closing through 8609s.
• Develop Action plans for multiple deals simultaneously
• Modeling and forecasting: collaborating with various departments to develop model-based scenarios and make informed long-term estimations and projections.
• Assist with financial modeling requirements throughout the lifecycle for pipeline deals, tax credit calculations, and source and use estimations.
• Develop solutions to business problems through demonstration of a detailed understanding of business requirements, critical elements of a problem, and managing workflow between departments to speed up the approval process.
• Coordinate meetings with management and provide exception reporting/corrective action plans in business presentations.
• Conduct meetings and engage with investors
• Travel up to 25% of the time

RELATED JOB COMPETENCIES

Communication - Conveying information and ideas verbally or in writing to all levels of management. This position will also involve meeting with and engaging outside investors as required.

Organization – Developing and advancing systems to keep tasks and processes moving smoothly.

Time Management- Identify priorities, meet tight deadlines, and proactively manage workflow in a self-governing manner between internal and external stakeholders.

Decision Making - Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions

Computer Modeling using Microsoft Excel

QUALIFICATIONS

• 5 years of work experience and a bachelor’s degree in Business, Accounting, or Finance preferred.
• Proficiency with Microsoft Office Suite needed: MS Access, Excel, Word, PowerPoint, and MS Project.
• Ability to work independently and think innovatively.
• Real Estate Modeling in MS Excel is preferred
• Requires strong organizational and interpersonal skills
• Must have strong project management experience.
• Knowledge of HUD and/or Low-Income Housing Tax Credit programs is helpful but not required
• Ideal candidates will also be detail-oriented, self-motivated, and team players.

BENEFITS

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA)
• Paid Time Off (PTO)
• Paid Holidays
• 401k Retirement Plan
• Employee Assistance Program (EAP)
• Competitive bonus structure
• Tuition Reimbursement
• Paid Group Life Insurance
• Ancillary Benefits: Pet Insurance, Parental Leave etc.

WORK CONDITIONS

This position will be in a climate-controlled environment with enclosed office and cubicle spaces. Noise level will be moderate due to computers, office equipment, meetings, and foot traffic.

PHYSICAL DEMANDS:

To successfully perform the essential functions of this role, the Employee must be able to engage in routine physical activities such as standing, sitting, walking, bending, squatting, and using hands for typing and handling materials.

Employees must be capable of lifting or moving items up to 10 pounds and possess adequate visual abilities, including close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Occasional travel may be required for training, property support, or other job-related needs.

This job description is not intended to be an exhaustive list of all duties. Employees are expected to follow additional instructions and perform other related tasks as assigned by their Team Leader.

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