POSITION: Investor Relations Analyst REPORTS TO: Investor Relations Manager COMPENSATION: Salary, benefits LOCATION: on site 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. RESPONSIBILITIES (Including but not limited to) - 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
QUALIFICATIONS - Bachelor’s degree in business (Finance or Accounting preferred)
- 1+Low-Income Housing Tax Credit (LIHTC) experience required
- Real Estate Modeling in MS Excel preferred
- Ability to pay attention to detail with strong organizational skills.
- Proficient with Microsoft Office Suite or related software.
- Excellent verbal and written communication skills.
- Willingness to engage and meet with investors
- Excellent interpersonal and customer service skills.
- Excellent management skills with the ability to meet tight deadlines.
- Computer modeling using Microsoft Excel
BENEFITS - Medical, Dental, and Vision Insurance
- Health Savings Account (HSA)
- Paid Time Off (PTO)
- Paid Holidays
- 401 (k) Retirement Plan
- Employee Assistance Program (EAP)
- Competitive bonus structure
- Tuition Reimbursement
- Paid Group Life Insurance
- Ancillary Benefits: Pet Insurance, Parental Leave, etc.
WORK CONDITIONS You are required to work in enclosed office spaces in a climate-controlled environment. Noise levels will be moderate due to office equipment, traffic, telephones, and meetings. PHYSICAL DEMANDS: To successfully perform the essential functions of this role, employees must be able to engage in routine physical activities, including standing, walking, climbing, stooping, squatting, and using their 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 manager. Additional responsibilities/tasks within the position's purpose may be assigned. LDG Development LLC & its affiliates reserve the right to change job descriptions at any time, with or without prior notice, based on business conditions/needs. Rev 9.2025 |
