Senior Analyst - Investments (Senior Housing)

Bridge Investment Group•Orlando, FL

About The Position

The Senior Analyst – Investments (Senior Housing) will support the Investment Team in achieving portfolio performance objectives through financial analysis, asset management support, and transaction underwriting. This individual will report directly to the Director of Investments, collaborating closely with senior leadership on strategic investment initiatives. The Analyst will play a key role across transactions, asset management, financial reporting, and operational analysis within the senior housing portfolio.

Requirements

Bachelor’s degree in Finance, Accounting, Real Estate, Economics, or a related discipline
1–3 years of relevant professional experience in real estate finance, acquisitions, dispositions, valuation/advisory, investment banking, private equity, operational accounting, or capital markets
Advanced proficiency in Microsoft Excel, including financial modeling and analytical functions
Strong quantitative, analytical, and problem-solving abilities
Excellent written and verbal communication skills
Ability to synthesize complex financial and operational data into actionable insights
Proficiency in Microsoft PowerPoint and presentation development
Highly organized with strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Self-starter with strong intellectual curiosity
Collaborative team player with a proactive mindset
Strong critical thinking and decision-making capabilities
Interest in real estate investments and senior housing operations
Familiarity with AI-powered productivity and analytical tools, including the ability to leverage artificial intelligence for financial analysis, reporting automation, market research, and operational insights
Experience utilizing emerging technologies and data-driven tools to improve efficiency, decision-making, and business intelligence processes

Responsibilities

Evaluate and analyze potential acquisition and disposition opportunities within the senior housing sector
Perform comprehensive market research and competitive analyses using demographic, operational, and market data
Build, maintain, and manipulate investment underwriting and valuation models in Excel
Analyze historical operating performance, including rent rolls, labor metrics, occupancy trends, and expense structures to identify risks and opportunities
Prepare investment committee memoranda, presentations, and supporting materials for internal review
Assist with all phases of transaction execution, including due diligence, underwriting, marketing materials, and closing processes
Support financial modeling, valuation analysis, hold/sell analysis, and investment return projections
Coordinate with internal stakeholders, brokers, lenders, attorneys, and third-party consultants throughout transaction processes
Assist with disposition analyses, buyer diligence requests, and transaction reporting
Assist in the development and enhancement of asset management reporting and analytical tools to support strategic decision-making
Compile and analyze occupancy, census, sales, and marketing performance metrics
Prepare monthly financial review packages highlighting budget variances, operational trends, and value-creation opportunities
Monitor property performance against underwriting assumptions and business plans
Support portfolio reporting and ad hoc financial analyses for senior leadership
Participate in special projects and cross-functional initiatives as needed

Benefits

Comprehensive insurance options, including Medical, Dental, and Vision
Optional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet Insurance
Company‑paid Life Insurance, with the option to purchase additional coverage
Company‑paid Long‑Term Disability coverage
Access to a benefits concierge service for personalized support
Access to mental health and well‑being resources
401(k) Plan with dollar‑for‑dollar company match up to 6% of pay
Paid Time Off (PTO)
11 paid holidays annually
Parental Leave (Four weeks paid as primary caregiver, or two weeks as secondary caregiver, with potential for up to twelve weeks for primary caregivers after two years of employment)
Tuition Reimbursement of up to $5,000 per year