Investment Analyst

LCS creates living experiences that enhance the lives of seniors. Our principles and hospitality promises define our company culture. Employees participate in volunteer activities, committees, and collaborative teamwork in an innovative workspace, with opportunities to grow professionally, serve the community, and enhance the lives of seniors.

About the role

The Investment Analyst provides analysis and support for all aspects of the investment process for new senior housing opportunities, including property and platform acquisitions as well as ground-up development projects. This role works closely with the Investments team and other LCS team members on financial analysis, written memorandums, investment metrics, benchmarking, internal reporting, underwriting, due diligence, and portfolio management.

Responsibilities

• Underwriting of Acquisitions & New Development:
  • Models and evaluates risks and returns for investment opportunities.
  • Supports a fast-paced, deadline-driven pipeline of acquisition opportunities by working with internal and external parties.
  • Performs financial modeling and valuation analysis.
  • Prepares models and analyses for various structures, including joint ventures and partnership structures.
  • Drives decision-making through macro- and micro-level site and demographic analysis.
  • Interacts with brokers, sellers, and investment bankers to determine transaction assumptions, facts, and risks.
  • Assists in writing Investment Memorandums and Investment Committee presentations.
• Due Diligence, Closing & On-Boarding:
  • Supports due diligence for new acquisitions and developments, including financial analysis, legal document drafting, and coordination of diligence reports.
  • Interacts with in-house and outside legal counsel, subject matter experts, tax experts, brokers, and investment bankers.
  • Consults and troubleshoots in the onboarding of new communities, including process review and improvement.
  • Supports the transaction closing process, including preparing/reviewing closing statements, calculating prorations, and schedule preparation.
• Disposition Management:
  • Coordinates all aspects of disposition, including managing due diligence request lists, virtual data rooms, document collection, and transaction timelines.
  • Serves as a primary point of contact for brokers, prospective buyers, equity partners, lenders, attorneys, and other transaction participants.
  • Manages internal communication and reporting by coordinating with operations, accounting, legal, finance, and executive leadership teams.
  • Tracks and drives completion of key transaction milestones, including buyer diligence requests, management meetings, site visits, lender activities, purchase agreement negotiations, and closing deliverables.
  • Prepares transaction status reports, diligence summaries, and executive presentations.
• Investment Reporting:
  • Provides periodic reporting on the status of the investment pipeline (Investment Tracker, Pipeline Report, Investment Database, and Radar Report).
  • Benchmarks transactions and their performance against industry standards.
  • Monitors industry news and transactions to understand market trends and competitor strategies.
  • Works with Investments, other investment teams, and Senior Living Management teams to provide post-acquisition analysis and benchmarking.
• Performs other duties as assigned.

Requirements

• A 4-year degree in finance, real estate, or a related field is required. Graduate degree or professional designation (MBA, Master of Real Estate, CFA, CPA) is a plus.
• A minimum of 0-2 years of experience in financial accounting and analysis, asset management, investments, development, or acquisitions is required. Experience in senior housing or broader commercial real estate is a plus.
• Proficiency with the Microsoft Office suite is required; advanced Excel skills (Pivot Tables, Macros, VBA) are a plus.
• Strong quantitative skills and highly developed written and oral communication skills.
• Ability to manage multiple projects simultaneously and redirect priorities as needed.
• Willingness to work evenings and weekends as necessary.

Benefits

• Competitive pay and generous vacation time.
• Medical, dental, life insurance, and disability coverage.
• 401(K) with company match.
• Paid parental leave.

Pay

Estimated salary range: $66,000 - $82,000. The actual title and salary will consider a wide range of factors, including skills, qualifications, and experience.

Schedule

Travel frequency: 0-10%.