Senior Analyst
Real Estate
SeniorAnalystInvestments(SeniorHousing)
“Senior Analyst - Investments (Senior Housing) at Senior Analyst. Skills: financial analysis, asset management, transaction underwriting, investment analysis, financial modeling. support the Investment Team in achieving portfolio performance objectives through financial analysis, asset management support, and transaction underwriting. play a key role across transactions, asset management, financial reporting, and operational analysis within the senior housing portfolio”
What You'll Achieve.
achieving portfolio performance objectives
Industry & Context.
quantitative, analytical, and problem-solving abilities; critical thinking and decision-making capabilities; seek out innovative solutions
What They're Looking For.
Must Have
Bachelor’s degree in Finance, Accounting, Real Estate, Economics, or a related discipline, 1–3 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, 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 attention to detail and ability to manage multiple priorities in a fast-paced environment, Self-starter with intellectual curiosity, Collaborative team player with a proactive mindset, critical thinking and decision-making capabilities, Interest in real estate investments and senior housing operations
Nice to Have
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'll Do.
support the Investment Team in achieving portfolio performance objectives through financial analysis
asset management support
and transaction underwriting
play a key role across transactions
and operational analysis within the senior housing portfolio
Evaluate and analyze potential acquisition and disposition opportunities within the senior housing sector
Perform comprehensive market research and competitive analyses using demographic
and manipulate investment underwriting and valuation models in Excel
Analyze historical operating performance
and expense structures to identify risks and opportunities
Prepare investment committee memoranda
and supporting materials for internal review
Assist with all phases of transaction execution
including due diligence
and closing processes
Support financial modeling
and investment return projections
Coordinate with internal stakeholders
and third-party consultants throughout transaction processes
Assist with disposition analyses
buyer diligence requests
and transaction reporting
Assist in the development and enhancement of asset management reporting and analytical tools to support strategic decision-making
Compile and analyze occupancy
and marketing performance metrics
Prepare monthly financial review packages highlighting budget variances
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
How You'll Work.
Team & Collaboration
collaborating closely with senior leadership on strategic investment initiatives; Coordinate with internal stakeholders, brokers, lenders, attorneys, and third-party consultants throughout transaction processes; joining a highly collaborative team committed to supporting each other’s growth and development through partnership and continuous learning; work closely with a diverse network of brokers and stakeholders; Team members are encouraged to think creatively and seek out innovative solutions to enhance processes and drive continuous improvement; Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members; connect with someone whose experiences and insights align with your interests
Communication Scope
Excellent written and verbal communication skills; Ability to synthesize complex financial and operational data into actionable insights; Proficiency in Microsoft PowerPoint and presentation development
Process & Methodology
ability to manage multiple priorities in a fast-paced environment
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