Analyst, Investments

Pay Rate: $70,000/year

• Financial Modeling & Analysis:• Support Senior Analyst in developing and maintaining complex financial models (DCF, IRR, NPV) for potential senior living acquisitions, ground-up developments, and dispositions.

• Analyze property-level operating statements and financial performance metrics.

• Due Diligence & Underwriting:• Assist in the due diligence process for investment opportunities, including reviewing third-party reports (e.g., market studies, appraisals, environmental), legal documents, and financial data.

• Assist in preparing comprehensive investment memoranda and presentations for the Investment Committee and senior leadership.

• Evaluate market trends, competitive landscapes, and demographics specific to the senior living sector to inform underwriting assumptions.

• Asset Management Support:• Assist in the preparation of annual business plans and budgets for existing assets.

• Monitor the financial performance of portfolio assets against underwriting projections.

• Provide ad-hoc financial analysis to support strategic decisions related to the existing portfolio.

• Market Research & Strategy:• Conduct ongoing research on the senior living industry, real estate capital markets, and economic factors influencing the sector.

• Capital Markets & Transactions:• Support capital raising efforts, including preparing materials for potential debt and equity partners.