Strategy Analyst

Lhoopa is seeking a highly analytical Strategy Analyst, ideally with buy-side or sell-side Equity Research experience, to support the CSO across capital formation, strategic partnerships, and investment decisioning. You’ll bring public‑markets rigor to a fast‑scaling proptech real estate developer, bridging equity research discipline (valuation, coverage, insights) with private‑market execution (fundraising, JV structuring, portfolio analytics). This is a high‑visibility role with direct exposure to executive decision‑making and external partners (LPs, banks, developers). It's a strong launchpad toward leadership in real estate investments, strategy, or capital markets. Key Responsibilities Prepare institutional‑quality investor materials: pitch decks, data room artifacts, DDQs, and technical appendices (assumptions books, model notes). Own pipeline hygiene: track prospects, meetings, and next steps; synthesize LP feedback and translate into deck/model iterations. Build structured benchmarking across instruments (equity, credit, quasi‑equity), investor profiles, and partnership structures; track cost of capital and terms. Equity Research, Valuation & Insights Run bottom‑up and top‑down analyses: market sizing, pricing power, cost curves, absorption, and demand elasticity by segment/location. Maintain peer comps and trading/transaction multiples (REITs, listed developers, homebuilders, materials) to inform private‑market valuations. Build and maintain modular models (project/portfolio, DCF, LBO‑style leverage cases, waterfalls) with audit‑ready assumptions and sensitivity frameworks. Publish initiation‑style briefs and ongoing updates on key themes (rates, policy, household formation, supply pipeline, capital flows). Developer & Strategic Partnerships Screen and prioritize JV targets and landbank partners; prepare deal screens, red flags, and partner profiles. Support JV structuring (profit shares, waterfalls, governance) with clear model outputs and negotiation ranges. Maintain the partnerships database (pipeline, stage gates, owners, docs) and prepare briefing notes for external meetings. Business Intelligence & Analytics Build executive dashboards covering capital deployment, project IRR, pricing velocity, and market indicators; automate data refresh where feasible. Partner with Finance, Acquisition, Sales, and Product to operationalize insights. Monitor policy, macro, and credit conditions that shape real estate capital flows; translate shifts into actions/hedges. Strategic Communications & Positioning Craft investment narratives with sharp, evidence‑based storytelling: memos, board updates, talking points, and conference materials. Contribute to Lhoopas thought leadership with data‑led visuals and commentary on housing/affordability and capital markets. Program Management & Cross‑Functional Execution Drive special projects for the CSO (e.g., fund structuring options, vendor selection, analytics tooling POCs). Keep post‑meeting notes, actions, and owners tight; ensure decisions convert into plans, and plans into results. Qualifications Must‑Haves 2‑6 years of experience with a strong tilt toward Equity Research/Equity Analysis (buy‑side or sell‑side) or investment banking covering real estate, REITs, homebuilders, infrastructure, or financials. Expert‑level financial modeling (DCF, three‑statement, project/portfolio models, leverage/debt schedules, waterfalls); fluency with sensitivity/scenario design. Proven ability to write investor‑grade research: clear theses, catalysts, risks, and valuation logic backed by data. Advanced Excel/PowerPoint; working knowledge of a BI tool (Tableau/Power BI/Looker). Comfort with large datasets and messy data. Crisp communication and executive presence; can convert analysis into decisions and negotiation ranges. Ownership mindset, impeccable organization, and attention to detail in a high‑velocity environment. Nice‑to‑Haves Exposure to fundraising (LP outreach, DDQs, data rooms) or private transactions (JV, M&A, credit facilities). Familiarity with ASEAN/Philippine real estate markets, housing policy, and capital markets. CFA (Level I/II/III) or CPA, or relevant coursework/certifications. Basic SQL and/or scripting (Python/R) for analytics automation. Education Bachelors degree in Finance, Economics, Business, Mathematics, or Engineering. A Masters degree is a plus but not required. How Well Evaluate Success Quality and timeliness of valuation outputs and investor materials. Predictive value of insights (e.g., pricing, absorption, cost of capital) on commercial outcomes. Measurable lift in fundraising velocity and partnership conversions (from screening to signed terms). Adoption of dashboards/briefs by leadership and cross‑functional teams. Tools You’ll Touch Excel (advanced, incl. Power Query/Power Pivot) and PowerPoint; Google Workspace. BI & dashboards: Power BI or Tableau (Looker optional). Data & scripting: SQL and Python/R. Market & LP data: S&P Capital IQ or FactSet (Bloomberg a plus); PitchBook or Preqin. CRM (investor/deal pipeline): Affinity, HubSpot, or Salesforce. Data room & document management: SharePoint, Intralinks, FirmRoom, or Box. Optional: GIS (QGIS/ArcGIS) for site and market overlays. Why Lhoopa Join a mission‑driven proptech developer transforming how the market addresses the backlog in affordable housing at scale. You’ll pair public‑market rigor with on‑the‑ground execution, shaping how capital meets impact in one of ASEAN’s most dynamic markets. #J-18808-Ljbffr