Asset Management Analyst

Sunrise Senior LivingMclean, VA

About The Position

The Asset Management Analyst supports value creation across our operating and development portfolios and supports the execution of operational initiatives to maximize returns on their assigned portfolio assets. This is achieved by understanding and supporting analysis related to both our Property Owners and Operating teams (including departments across our Community Support Office and the field), utilizing strong analytical skills and insights to identify issues and opportunities and working closely with the Manager, Director and VP of Asset Management to execute action plans. Will also support underwriting of growth opportunities such as M&A transactions, investments, and development.

Requirements

  • Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify actionable insights
  • Ability to collaborate effectively with cross-functional teams and communicate financial concepts clearly to both technical and non-technical audiences
  • Demonstrated attention to detail and commitment to producing accurate, high-quality work under tight deadlines
  • Proactive and resourceful, with a willingness to take initiative and contribute to process improvements across the asset management function
  • Highly organized and able to manage multiple priorities simultaneously while maintaining focus on key deliverables
  • Bachelor’s degree in Finance, Accounting, Real Estate or a related field required; advanced degree (e.g., MBA or MS) is a plus
  • Minimum of 2 years experience in finance or asset management, ideally with exposure to operations in a multi-site or service-driven environment, is preferred
  • Proficiency in building and maintaining complex financial models
  • Ability to analyze budgets, expenditures, market trends and competitive dynamics to support business evaluations and decision-making
  • Strong understanding and/or experience in several of the following areas is preferred:
  • Expert-level Excel skills required; familiarity with Power BI and enterprise planning systems (e.g., Workday Adaptive, Hyperion) strongly preferred
  • Ability to manage multiple business workstreams—including M&A activity, planning cycles, pricing and reporting—while tracking performance across the portfolio
  • Strong verbal and written communication skills, with the ability to engage effectively with both financial and operational stakeholders

Nice To Haves

  • advanced degree (e.g., MBA or MS) is a plus
  • Real estate ownership and management
  • Financial planning and analysis (FP&A), M&A or investment underwriting
  • Senior housing, healthcare or hospitality industries
  • Investor relations or capital partner engagement
  • Operational performance management
  • familiarity with Power BI and enterprise planning systems (e.g., Workday Adaptive, Hyperion) strongly preferred

Responsibilities

  • Assist in the preparation of community-level budgets and long-term strategic business plans
  • Analyze operating results and support the preparation of presentations that communicate strategic and financial performance to ownership groups
  • Provide data-driven insights into labor costs and utilization to support workforce efficiency and margin optimization
  • Analyze rate performance and support recommendations to drive revenue per available unit (RevPAR)
  • Benchmark operating expenses and capital spending to support margin improvement and return on investment across assigned assets
  • Contribute to the evaluation of investment opportunities such as redevelopments, unit conversions and asset repositioning
  • Identify opportunities for operational improvement across the portfolio and support the execution and evaluation of related initiatives
  • Assist with the development of proformas and acquisition models for new management contracts and portfolio growth opportunities
  • Support the development of transition plans and capex investment strategies for newly acquired communities
  • Assist in the development of asset-level strategy materials to support alignment between community leadership and broader organizational goals
  • Collaborate with cross-functional teams, including Financial Planning & Analysis, Operations and Development, to provide portfolio-level insights and communicate asset strategies across departments
  • Contribute to core corporate processes including strategic planning, rate setting, budgeting, forecasting and M&A activity
  • Track compliance with management agreements by monitoring performance tests and preparing required reporting
  • Conduct community visits to share best practices and support initiatives aimed at improving operational performance
  • Build and maintain relationships with members of the Property Owners’ Asset Management teams
  • Conduct market research and comparative analysis to inform underwriting assumptions and investment strategies
  • Monitor competitive activity and investor trends to identify risks and opportunities for Sunrise and communicate findings to leadership
  • Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met
  • Perform other duties as assigned

Benefits

  • Medical, Dental, Vision, Life, and Disability Plans
  • Retirement Savings Plans
  • Employee Assistant Program / Discount Program
  • Paid time off (PTO), sick time, and holiday pay
  • myFlexPay offered to get paid within hours of a shift
  • Tuition Reimbursement
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