Investor Relations Financial Analyst

Job Description

Job Description

Investor Relations Analyst

REPORTS TO : Director of Capital Markets

STATUS : Exempt

LDG Development and our affiliated companies are growing rapidly to produce higher levels of much-needed affordable housing across the nation. Our founding belief that “ Everyone Deserves a Quality Place to Live” has resulted in an organization that has now achieved the #1 Ranking as an Affordable Housing Developer. 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

The Investor Relations Analyst is responsible for supporting the accurate modeling of all projects from closing through permanent loan conversion. In this role, the analyst collaborates closely with teams across the company, serving as a key point of contact for resolving any discrepancies that may arise. Beyond modeling, the position also involves participating in project meetings, managing contract extensions, and contributing to various responsibilities unique to the role.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

Financial modeling

• Provide support for 45L energy tax credit compliance and documentation
• Coordinate 4% supplemental bond closings and assist with equity negotiations
• Oversee and coordinate cost certification processes
• Support construction draw preparation and review
• Manage oversight and coordination of 8609 form issuance
• Ensure timely and accurate credit delivery
• Respond to Project Team inquiries related to LIHTC, project basis, and equity structuring
• Conduct initial average income analyses for LIHTC compliance
• Address tenant file compliance issues affecting credit delivery
• Process equity work-out requests and assist with debt / equity restructuring
• Support with debt completion extensions and related documentation
• Coordinate construction equity funding requests
• Select money market investments at closing or when revisions are required
• Structure laddered investment strategies at closing or as investments mature
• Work with Construction, Asset, and Property Managers to determine appropriate model-based hypothetical scenarios; make long-term estimations and projections while recommending alternative plans for issues. Assist with financial modeling requirements throughout the lifecycle for pipeline deals, tax credit calculations, and source and use estimations.
• Prepare and review input draws and adjuster calculations
• Update and revise development costs and Placed-In-Service (PIS) dates
• Input lease-up projections and monitor performance
• Manage special projects as assigned

RELATED JOB COMPETENCIES

Communication - Conveying information and ideas verbally or in writing. Be able to work with highly confidential material. Must be able to communicate with various audiences, including members of management and internal / external stakeholders.

Managing work - Effectively manages one’s time and resources to ensure that work is completed efficiently.

Information Monitoring - Effectively implements monitoring systems with minimal disruption to other organizational processes.

MINIMUM SKILLS AND ABILITIES

PREFERRED QUALIFICATIONS

BENEFITS

WORK ENVIRONMENT

Corporate office environment with travel up to 25% of the time.