Investment Analyst

Investment Analyst

Investments Analyst will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships.

At MorningStar Senior Living, we talk a lot about culture. In fact, we are rather obsessed about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident heroes and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership.

Job Summary:

Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships.

Key Responsibilities:

• Investment Management
• Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations.
• Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes.
• Monitor market trends and identify new investment opportunities aligned with company growth objectives.
• Asset Management
• Oversee large-scale CapEx planning and execution across multiple communities.
• Manage 5-year CapEx plans, physical plant compliance, and TELS usage.
• Drive performance optimization through rate management, and annual rate increase reporting.
• Lead strategic planning and follow through for focus communities.
• Implement proactive strategies for internal transactions and capital call management.
• Financial & Operational Oversight
• Prepare templates and review monthly reporting packages and performance dashboards.
• Lead initiatives for revenue optimization and expense control across the portfolio.
• Support equity relationships and investor reporting requirements.
• Stakeholder Engagement
• Maintain and create strong relationships with capital partners.
• Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies.
• Participate in regular calls and updates with equity partners and internal leadership.

Qualifications:

• Bachelor's degree in Finance, Real Estate, Business, or related field.
• 4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate.
• Strong financial modeling and analytical skills; proficiency in Excel and financial software.
• Excellent communication and relationship management skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

*Team members who are scheduled to work 24 or more hours per week are eligible for benefits, families of said team members will also be eligible.

EEO

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.