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Analysts are responsible for analysis of investment reporting, acquisitions, developments, and dispositions of seniors housing, and age-restricted multifamily assets. 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 individual property and portfolio level. 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.
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 Canada, including in-depth market research, property underwriting, conducting due diligence, and closing
- Assist in the due diligence process and provide continued support of monitoring the performance of the investments
- Prepare and present investment committee submissions
- Assist with ongoing asset management, including monitor and evaluate operator and property performance, annual budgeting, and periodic reporting.
- Summarize and report asset management findings to management.
- Participate in monthly and quarterly meetings with operators.
- Produce market analysis/site selection
- Conduct demographic and utilization analysis
- 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 1-2 years of relevant work experience in commercial real estate or healthcare investing, lending, investment banking, equity research or investment sales preferred.
- Education: Bachelor’s degree in related field required.
Source: Welltower Career Page
