Associate, Asset Management

Welltower Careers • Dallas, TX

12d • Onsite

About The Position

Welltower is a leading real estate investment firm focused on acquiring and managing exceptional properties across the United States, Canada, and the United Kingdom. Our investments are centered on seniors housing, outpatient medical facilities, and age-restricted multifamily properties, aiming to scale innovative care delivery models and enhance the wellness and healthcare experience. We seek experienced and analytical real estate professionals to join our investment and asset management teams. The ideal candidate will combine expertise in multifamily or hospitality operations with a desire to innovate and enhance customer experiences in the growing 55+ and Independent Living residential segments. This role involves overseeing asset performance, analyzing and executing investments, and collaborating with operational partners to drive value and improve outcomes for residents and stakeholders.

Requirements

• Bachelor's degree in Business, Accounting, Finance, or related field.
• 2-3 years relevant work experience
• OneSource or Optimus/iTam property tax software experience preferred or related software/database knowledge
• Knowledge of property tax assessment methods and ability to use Excel
• Strong attention to detail and analytical skills
• Proficiency in data management and reporting
• Knowledge of property tax regulations, valuation and compliance preferred
• CMI preferred
• Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.

Nice To Haves

• The ideal candidate will combine expertise in multifamily or hospitality operations with a desire to innovate and enhance customer experiences in the growing 55+ and Independent Living residential segments.

Responsibilities

• Collaborate with the Asset Management and Investment team leaders to optimize portfolio performance.
• Conduct site visits to evaluate property operations, marketing, and sales processes, identifying and addressing issues or opportunities with operational partners.
• Analyze the financial and operational viability of accretive capital opportunities.
• Identify repositioning or disposition candidates based on geographic and / or asset-specific analysis.
• Monitor and evaluate local market conditions to influence pricing strategies and drive occupancy.
• Assist in reviewing monthly operator performance, variance analyses, and strategic planning.
• Analyze and underwrite potential acquisitions and development opportunities for seniors housing, outpatient medical, and age-restricted multifamily properties.
• Conduct detailed financial modeling, including valuations, pro forma cash flow analyses, and return assessments.
• Participate in the full transaction cycle, including market research, due diligence, structuring, and closing.
• Partner with internal teams to analyze demographics and psychographics of target markets.
• Prepare and present investment committee materials, highlighting underwriting, risks, due diligence, and transaction strategies.
• Develop and implement business plans, budgets, and financial analyses to support strategic objectives.

Benefits

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Employer-matching 401(k) Program + Profit Sharing Program
• Student Debt Program – we’ll contribute up to $10,000 towards your student loans!
• Tuition Assistance Program
• Comprehensive and progressive Medical/Dental/Vision options
• Professional Growth
• And much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level