Analyst, Investments

Senior Lifestyle•Chicago, IL

12h•Onsite

About The Position

We are seeking a highly motivated and analytical Analyst, Investments to join our dynamic corporate finance team. The successful candidate will play a meaningful role in supporting the company's growth strategy by performing in-depth financial analysis, due diligence, and market research for potential acquisitions, developments, and capital market transactions.

Requirements

Bachelor’s degree in Finance, Accounting, Real Estate, Economics, or a related quantitative field.
1+ years of experience in real estate investment banking, private equity, investment analysis, or corporate finance.
Demonstrable experience in financial statement analysis and understanding of basic investment return metrics.
Acceptable fluency in English in order to perform job duties and speak, read, write, and communicate with all others.
Proficiency in Microsoft Excel and PowerPoint
Exceptional quantitative and analytical abilities with a meticulous attention to detail.
A curious mind always ready to learn and willing to guide and teach others.
Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely to audiences of varying levels within our organization.
Ability and desire to work in a team environment where everyone shares the common goal of providing the best care to our residents by acquiring and managing the best real estate in each market.

Responsibilities

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.
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.
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.
Conduct ongoing research on the senior living industry, real estate capital markets, and economic factors influencing the sector.
Support capital raising efforts, including preparing materials for potential debt and equity partners.