Senior Investment Analyst

About the role

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.

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
• Aid with all phases of transaction execution, including due diligence, underwriting, marketing materials, and closing processes
• Assist with 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
• Aid 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
• Maintain monitoring 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

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

Qualifications

• Must be legally authorized to work in the United States without the need for sponsorship
• Must be able to pass a background check

Skills

• Financial Analysis
• Market Research
• Excel Modeling
• Investment Underwriting
• Transaction Execution
• Portfolio Management
• Communication Skills
• Problem Solving
• Project Management
• Technology Proficiency
• Real Estate Knowledge
• AI and Data-Driven Tools

Benefits

Bridge Investment Group offers a comprehensive and competitive benefits package designed to support the health, financial security, and well-being of our employees. Benefits eligibility and availability vary based on position, employment status (full-time or part-time), and length of service, and are subject to change in accordance with plan terms. This summary highlights key benefits and does not constitute a guarantee of coverage. Specific benefits and eligibility requirements will be provided at the time of offer.

• Health & Insurance 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
• Retirement
• 401(k) Plan with dollar-for-dollar company match up to 6% of pay
• Contributions are fully vested immediately
• Eligible employees are automatically enrolled at a 4% contribution rate
• Eligibility requires a minimum age of 21 and at least 60 days of service
• Time Away From Work
• Paid Time Off (PTO)
• 11 paid holidays annually
• Parental Leave
• Following six (6) months of employment, eligible employees may receive:
• Four (4) weeks of paid parental leave as a primary caregiver, or
• Two (2) weeks of paid parental leave as a secondary caregiver
• Following two (2) years of employment, eligible primary caregivers may receive up to twelve (12) weeks of paid parental leave per birth, adoption, or placement
• Learning & Development
• Tuition Reimbursement of up to $5,000 per year for pre-approved education expenses
• Repayment obligations may apply if employment ends prior to 24 months

Schedule

Full-time position

Pay

Competitive salary commensurate with experience