Financial Analyst

Posted: 02.18.2022

The Investment Analyst supports the LMP investment group in a diverse range of activities from acquisition to project execution by performing market research, financial analyses and underwriting, coordinating entitlement, design, and construction, interfacing with brokers, equity partners, and institutional clients, and tracking and reporting on relevant market information within the Greater Boston market.

Job Description:

Assist the CFO with the various duties which include but not limited to:

  • Structuring and financing development projects
  • Maintaining relations with key investment partners, lenders and financial intermediaries
  • Managing the Company’s overall financial condition and evaluating its performance
  • Managing the Company’s employee partnership arrangements
  • Preparing materials for the Company’s board of directors
  • Serving as liaison with the Company’s outside legal and tax advisors

The job requires an interest in the structuring aspects of real estate investments and the financial matters of a real estate operating/development company. Significant time is spend reviewing and negotiating equity joint ventures, construction financing and other legal documents along with creating/maintaining bespoke financial analyses and reports to key constituents. The job requires intelligence, attention to detail and accuracy along with an ability to accumulate and apply knowledge on a broad range of finance, legal, tax and development/operational matters.

Qualifications:

  • Knowledge of debt and equity transactions in a real estate or development capacity
  • Experience of financial markets and investment strategies
  • Strong project management skills and ability to meet deadlines
  • Ability to analyze quantitative and analytical information
  • Strong written and verbal communication
  • Proficient in Microsoft Office Suite
  • Entrepreneurial disposition and eagerness to pursue new or high-level tasks

Experience and Educational Requirements:

  • Minimum of 2-5 years in real estate or investment experience
  • Bachelor’s Degree preferably in any field of study
  • Understanding and interest in the finance and real estate industry

Leggat McCall Properties LLC is a Boston real estate development company which originates investments where we serve as GP in joint venture with institutional investors. We currently have approximately $1B in ongoing development projects and a development pipeline of approximately $3B. Our product types consist of life science, academics, healthcare, office and residential. We also provide advisory and development services to third party clients on a fee basis. Our largest clients include universities, healthcare organizations, and investors who require guidance from an owner/developer with complex real estate matters. Our current employee count is 60, most of whom have backgrounds in civil engineering, architecture, or construction.

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