Associate, Investments

Welltower™ Inc. (NYSE:WELL)•Toronto, ON

About The Position

Welltower is seeking a bold, independent thinker to join its Investment Team as an Associate. This role is crucial for the company's growth, focusing on new investments from valuation and deal structuring through due diligence and closing. The Investment Team is responsible for seniors housing and age-restricted multifamily projects, among others. The ideal candidate will thrive on challenge, embrace complexity, and be driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

Requirements

Bachelor’s degree in a related field.
A minimum of 4 years of relevant work experience in direct real estate or healthcare investing, including principal investing, fund management, investment banking/investment sales, or lending.
Intermediate understanding of real estate investment fundamentals, including different investment structures (JVs, leases, loans).
Proficiency in real estate modeling, including valuations, returns, and waterfall distributions.
Successful completion of a background check and verification of employment, education, and other credentials relevant to the position.

Nice To Haves

French language skills are a plus but not required.

Responsibilities

Lead and perform underwriting of potential acquisition and development opportunities, including comprehensive property/portfolio-level financial analysis and return metrics.
Participate in transaction negotiations, contributing ideas and observations.
Participate in all stages and components of due diligence (financial, physical, legal and regulatory, tax, etc.); identify relevant findings and escalate in a prompt manner.
Participate in executing property/portfolio level financing strategies on acquisitions and/or re-financing post-closing.
Collaborate with other team members to optimize and refine pro forma models and templates.
Manage workstreams and coordinate among internal and external stakeholders throughout transaction and closing processes.
Lead in drafting Investment Committee memos; field questions on IC meetings as needed.
Participate in legal documentation and provide analytical support as needed.
Participate in strategic discussions on the corporate level and provide analytical support as needed.
Manage the monthly, quarterly, and annual asset management processes for assigned portfolios with minimal oversight.
Perform robust analysis on operating performance, derive and execute strategic plans.
Establish relationships with peers at assigned operators/investments and utilize those relationships to effectively deliver on asset management requirements.
Discern and escalate certain tactical and all key relationship issues on a timely manner.