Senior Analyst - Investments (Senior Housing)

Senior Analyst Investments (Senior Housing)

The Senior Analyst Investments (Senior Housing) will support the Investment Team in achieving portfolio performance objectives through financial analysis, asset management support, and transaction underwriting. This individual will report directly to the Director of Investments, collaborating closely with senior leadership on strategic investment initiatives.

The Analyst will play a key role across transactions, asset management, financial reporting, and operational analysis within the senior housing portfolio.

Transactions (Acquisitions & Dispositions)

• Evaluate and analyze potential acquisition and disposition opportunities within the senior housing sector
• Perform comprehensive market research and competitive analyses using demographic, operational, and market data
• Build, maintain, and manipulate investment underwriting and valuation models in Excel
• Analyze historical operating performance, including rent rolls, labor metrics, occupancy trends, and expense structures to identify risks and opportunities
• Prepare investment committee memoranda, presentations, and supporting materials for internal review
• Assist with all phases of transaction execution, including due diligence, underwriting, marketing materials, and closing processes
• Support financial modeling, valuation analysis, hold/sell analysis, and investment return projections
• Coordinate with internal stakeholders, brokers, lenders, attorneys, and third-party consultants throughout transaction processes
• Assist with disposition analyses, buyer diligence requests, and transaction reporting

Asset Management & Portfolio Analytics

• Assist in the development and enhancement of asset management reporting and analytical tools to support strategic decision-making
• Compile and analyze occupancy, census, sales, and marketing performance metrics
• Prepare monthly financial review packages highlighting budget variances, operational trends, and value-creation opportunities
• Monitor property performance against underwriting assumptions and business plans
• Support portfolio reporting and ad hoc financial analyses for senior leadership
• Participate in special projects and cross-functional initiatives as needed

What you should bring

• Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related discipline
• 13 years of relevant professional experience in real estate finance, acquisitions, dispositions, valuation/advisory, investment banking, private equity, operational accounting, or capital markets
• Advanced proficiency in Microsoft Excel, including financial modeling and analytical functions
• Strong quantitative, analytical, and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to synthesize complex financial and operational data into actionable insights
• Proficiency in Microsoft PowerPoint and presentation development
• Highly organized with strong attention to detail and ability to manage multiple priorities in a fast-paced environment
• Self-starter with strong intellectual curiosity
• Collaborative team player with a proactive mindset
• Strong critical thinking and decision-making capabilities
• Interest in real estate investments and senior housing operations
• Familiarity with AI-powered productivity and analytical tools, including the ability to leverage artificial intelligence for financial analysis, reporting automation, market research, and operational insights
• Experience utilizing emerging technologies and data-driven tools to improve efficiency, decision-making, and business intelligence processes

What you can be part of

You'll be joining a highly collaborative team committed to supporting each other's growth and development through strong partnership and continuous learning. The role offers the opportunity to work closely with a diverse network of brokers and stakeholders, making it both dynamic and engaging. This team plays a vital role in driving operational excellence and supporting key management initiatives.

We value dedication, teamwork, and motivation, while also prioritizing a healthy work-life balance. Team members are encouraged to think creatively and seek out innovative solutions to enhance processes and drive continuous improvement.