Liv Communities LLC

Investment Analyst

Liv Communities LLC

full-time

Posted on:

Location Type: Hybrid

Location: Holland • Missouri • United States

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About the role

  • 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.

Requirements

  • 3–7 years’ experience in institutional investing, wealth management, or a family office environment
  • Multi‑asset class investment knowledge across public and private markets
  • Hands‑on experience with private fund operations and investment reporting
  • Strong analytical, performance measurement, and attribution skills
  • Advanced Excel and PowerPoint proficiency
  • Demonstrated, practical use of AI tools to accelerate professional workflows
  • Excellent written and verbal communication skills
  • Bachelor’s degree in Finance, Economics, Accounting, or related field
  • A fiduciary mindset grounded in stewardship, discretion, and long‑term thinking
Benefits
  • Competitive compensation and professional development support
  • Broad, deep exposure to an institutional‑scale investment portfolio
  • Direct access to Investment Committee members and family principals
  • Meaningful ownership and real influence over investment processes
  • A mandate to build and shape an AI‑enabled investment function
  • A values‑driven culture rooted in stewardship, trust, and long‑term growth
  • The opportunity to do work that truly matters — for people and communities, today and for generations to come
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment analysisprivate fund operationsinvestment reportingdata integrityperformance measurementattribution skillsExcelPowerPointAI toolsmulti-asset class investment knowledge
Soft Skills
analytical skillscommunication skillsfiduciary mindsetstewardshipdiscretionlong-term thinking
Certifications
Bachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in Accounting