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Welltower is the largest healthcare REIT and one of the largest REITs globally. The Investment team is at the forefront of the growth of the business and has ownership of working on all new investments from the initial valuation and deal structuring through detailed due diligence and closing. As an Analyst, you’ll be responsible for analyzing potential investments in seniors housing. Welltower’s UK team manages a large portfolio of senior housing assets (over 10,000 units across >130 assets) and has a significant (>£1bn) pipeline of further investments through acquisitions and development. The Analyst will be a key member of a small and dynamic team throughout the full life cycle of a deal, thereby gaining comprehensive experience across a variety of acquisitions. Key responsibilities include underwriting potential acquisition and development opportunities; operator/client credit analysis; review and analysis of business plans, management teams, budgets and financial statements, both at the company-wide and individual property or portfolio level.
KEY RESPONSIBILITIES
- Assist throughout the full transaction cycle to assess and execute acquisition and development opportunities of senior housing assets, and age-restricted multi-family opportunities across the UK, including in-depth market research, property underwriting, conducting due diligence, and closing.
- Financial analysis and modeling to aid in valuation and structure.
- Prepare pro forma cash flow models for all stages of the real estate cycle.
- Participate in site visits to assess competitive landscape and market.
- Partner with Business Insights department to analyze demographics and psychographics of the healthcare landscape.
- Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings.
- Participate in the structuring, due diligence, and legal process of transactions.
- Participate in asset management functions such as assisting in the review of monthly performance, conducting variance analysis, and joining monthly operator calls.
- Prepare and analyze investment data to form strategic plans both at the property level and the portfolio level.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
TRAVEL
Some out-of-area and overnight travel may be expected.
MINIMUM REQUIREMENTS
Experience:
- A minimum of 1-3 years of relevant work experience in commercial real estate or healthcare investing, lending, investment banking, or investment sales. Relevant healthcare experience a plus but not required.
- Proficiency in real estate modeling including valuations, returns, and waterfall distributions (a modeling test will be part of the hiring process).
- Intermediate/Advanced proficiency in Microsoft Excel required.
Education:
- BS or BA in Finance, Economics, or similar business or analytical field required.
Source: Welltower Career Page
