Liv Communities LLC

Financial Planning and Analysis

• The Investment Analyst is the primary analytical and operational partner to the Director of Investments, supporting the full investment lifecycle across a complex, multi-asset, multi-entity portfolio.
• This foundational role strengthens governance through independent analysis, expands operational capacity through ownership of reporting and fund administration, and builds institutional continuity.
• Initially, the role is execution-heavy, focused on private fund operations, reporting, data integrity, and infrastructure but is intentionally designed to evolve toward deeper investment analysis and governance support as operational efficiency improves.
• A core expectation is the active use of AI and automation to streamline workflows, reduce manual effort, and accelerate the shift from production to analytical and strategic work.
• The Investment Analyst plays a direct role in advancing portfolio diversification beyond concentrated real estate holdings by supporting research, manager evaluation, and investment committee materials.

Investment Analyst

• Plan, direct, and control overall Tax and Treasury functions
• Prepare tax workpapers and review income tax returns for individuals, trusts, and corporations
• Advise on tax strategies for portfolio investments
• Assist real estate operating entities with tax matters
• Oversee cash flow forecasting and bank compliance reporting

Investment Analyst

Investment Analyst

Director of Tax & Treasury