Investment Associate

Morningstar Senior Living•Englewood, CO

3d•$85,000 - $95,000

About The Position

Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships.

Requirements

Bachelor's degree in Finance, Real Estate, Business, or related field.
4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate.
Strong financial modeling and analytical skills; proficiency in Excel and financial software.
Excellent communication and relationship management skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.

Responsibilities

Investment Management Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations.
Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes.
Monitor market trends and identify new investment opportunities aligned with company growth objectives.
Asset Management Oversee large-scale CapEx planning and execution across multiple communities.
Manage 5-year CapEx plans, physical plant compliance, and TELS usage.
Drive performance optimization through rate management, and annual rate increase reporting.
Lead strategic planning and follow through for focus communities.
Implement proactive strategies for internal transactions and capital call management.
Financial & Operational Oversight Prepare templates and review monthly reporting packages and performance dashboards.
Lead initiatives for revenue optimization and expense control across the portfolio.
Support equity relationships and investor reporting requirements.
Stakeholder Engagement Maintain and create strong relationships with capital partners.
Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies.
Participate in regular calls and updates with equity partners and internal leadership.