ESSENTIAL DUTIES AND RESPONSIBILITIES
The following duties are normal for this position. This list is not to be construed as exclusive or all inclusive. Other duties may be required and assigned.
- Conduct in-depth financial analysis of senior housing real estate assets and operating company acquisitions, including cash flow projections, investment return calculations, and sensitivity analyses.
- Perform market research and due diligence to evaluate potential investment opportunities, market trends, and competitive landscapes.
- Prepare investment memorandums, financial reports, and presentations for clients, senior management, and the board of directors.
- Collaborate with the internal and external stakeholders to create financial models for property valuations, lease analysis, and property underwriting.
- Assist in the negotiation process by providing financial insights and supporting documentation to clients and stakeholders.
- Monitor and analyze property performance, lease agreements, and operational data to identify potential risks and opportunities.
- Stay up-to-date with industry trends, regulations, and economic indicators that may impact commercial real estate investments.
- Work with various software tools and databases to gather and analyze property and market data.
- Participate in meetings and presentations to communicate financial findings and recommendations effectively.
- Assist with budgeting, financial planning, and analysis.
- Assist with divestitures, recaps, and community sales, including gathering, distributing, and communication of due diligence requests.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Educational Requirements and Experience:
- Bachelor’s degree in Finance, Real Estate, Economics, or a related field.
- Ideally, 2+ years of experience in commercial real estate financial analysis, healthcare financial analysis, or a related field.
- Ideally, Master’s degree, healthcare experience, and or use of AI to build financial models
- Strong proficiency in financial modeling, including knowledge of Excel and real estate valuation.
- Excellent analytical skills with the ability to interpret complex financial data and market trends.
- Familiarity with finance related acquisition concepts
- Familiarity with real estate investment concepts, lease analysis, and property due diligence.
- Effective communication skills, both written and verbal, to convey complex financial information clearly.
- Detail-oriented with a strong commitment to accuracy and precision.
- Ability to work independently and as part of a collaborative team.
- Other duties as assigned.
- Position title and compensation can be adjusted to best match candidate’s qualifications and experience.
Knowledge, Skills and Abilities:
- Language Ability:
- Effective in written and verbal communication.
- Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
- Ability to effectively present information to top management.
- Mathematical Skills:
- Ability to work with mathematical concepts such as probability, statistical inference, and algorithms. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Cognitive Demands:
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Strong desire and confidence operating in ambiguity.
- Computer Skills:
- Ability to use Microsoft Windows, including Power Point, Word and Excel.
- Competencies:
- Manage tasks and deal processes.
- Drive projects to accurate completion.
- Detail orientation.
- Strong desire to present financial information in a visually appealing format.
