Senior Investment Analyst- Senior Housing

Triple Crown Senior Living • Louisville, KY

6d • Onsite

About The Position

Triple Crown Senior Living (TCSL) is a Management Company for multiple assisted living facilities in the region. We are seeking a Senior Investment Analyst- Senior Housing to join our team at our Louisville, KY home office. This role supports investment, asset management, and strategic growth initiatives through financial analysis, market research, underwriting, and portfolio analytics. This position partners with senior leadership to evaluate opportunities, monitor portfolio performance, and provide data-driven insights that support business decisions.

Requirements

• Bachelor's degree in Finance, Accounting, Real Estate, Economics, Business Administration, or related field
• 3-5 years of progressive experience in financial analysis, real estate investments, asset management, acquisitions, private equity, capital markets, or related field
• Experience with financial modeling, investment analysis, budgeting, forecasting, and performance reporting
• Advanced proficiency in Microsoft Excel and financial modeling
• Strong analytical and critical thinking skills
• Ability to translate complex financial and operational data into meaningful insights
• Excellent verbal and written communication skills
• Detail-oriented with a focus on accuracy and process improvement
• Ability to work independently and as part of a team
• Demonstrates professionalism, confidentiality, ownership, and sound judgment
• Willingness to perform additional duties as assigned

Nice To Haves

• Senior housing, healthcare real estate, or multi-site operational experience
• MBA, CFA, or related professional designation

Responsibilities

• Support evaluation and analysis of acquisition, development, and disposition opportunities
• Develop and maintain investment underwriting, valuation, forecasting, and financial models
• Conduct market research and competitive analysis using operational, demographic, financial, and industry data
• Analyze operating performance including occupancy trends, revenue, labor, expenses, NOI, and key performance indicators
• Prepare investment summaries, executive presentations, and supporting materials for leadership review
• Assist with transaction processes including due diligence, financial review, data organization, and closing support
• Develop and maintain asset management reporting tools to evaluate portfolio performance and strategic initiatives
• Partner with operations, accounting, and leadership teams to identify trends and improvement opportunities
• Utilize technology and analytical tools to improve efficiency, reporting, and business intelligence
• Maintain regular, on-site attendance as scheduled

Benefits

• On-Demand Pay
• Competitive salary
• 401(k) retirement plan
• Opportunities for professional growth and development
• A supportive, inclusive work environment
• Comprehensive health, dental, vision, and voluntary benefits for eligible full-time employees

What This Job Offers

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