MGR, Investments

Responsibilities

• Evaluate, execute, and manage strategic investment opportunities for the Company, including acquisitions, joint ventures, ground-up developments, redevelopments, and financings.
• Support all aspects of the investment process from sourcing and initial underwriting through transaction closing and ongoing asset management.
• Build and maintain detailed excel models to evaluate investments and financings.
• Analyze property operating performance, historical financials, and underwriting assumptions.
• Research and analyze local markets, demographics, and transaction activity to identify trends and opportunities.
• Prepare investment memoranda, executive presentations, and strategic business plans.
• Coordinate the flow of information across internal teams (operations, finance, legal) and third-party consultants during due diligence.
• Support transaction structuring, including debt/equity capitalization and sensitivity analyses.
• Track deal process, maintain checklists, and ensure timely communication of key items to superiors.
• Monitor ongoing performance of portfolio assets relative to underwriting and business plans.
• Benchmark operating and financial performance against peers, market data, and industry trends.
• Support periodic reporting to senior management, capital partners, and lenders.

Qualifications

• Bachelor’s degree required (preferably in Finance, Economics, Business, or related field).
• Three (3) to Five (5) years of financial analysis, strategic planning, and/or market research experience (real estate experience preferred and seniors housing experience is a plus).
• Proficiency in transactional finance concepts (NPV/DCF/IRR, sources and uses, debt structuring, capitalization, returns analysis).
• Strong financial modeling and valuation skills (advanced Excel proficiency required).
• Ability to interpret financial statements (P+Ls), operating data, and market research and demographic data.
• Proficiency in Microsoft Office Suite (PowerPoint, Word, Outlook).
• Strong written and verbal communication skills, with the ability to present analyses and recommendations clearly and persuasively.
• Experience preparing materials for senior management and external stakeholders preferred.
• May require limited travel (10%) on behalf of the Company.

Skills

• Financial analysis and strategic planning.
• Market research and analysis.
• Transaction structuring and due diligence.
• Excel modeling and valuation.
• Communication and presentation skills.

Pay

TBD

Schedule

TBD

Benefits

Retirement Savings Plan / 401(k) employer match
Tuition reimbursement (U.S Based Communities)