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The Asset Management Senior Analyst is responsible for providing support for a variety of asset management functions, including, but not limited to, assistance with budgeting/reforecasting, financial analysis (NPV, DCF, IRR, etc.), competitive landscape research, and ad hoc projects as required.
KEY RESPONSIBILITIES
- Serve as asset manager for portfolio (approximately 30 properties) of senior housing equity investments.
- Execute asset level business plans in coordination with senior leadership.
- Monitor and drive operating performance relative to business plans, including occupancy, NOI, labor costs, and margin trends.
- Assist in the development, review and analysis of annual portfolio and property budgets, including leasing and revenue assumptions, operating expenses, and capital expenditures.
- Assist in the development of quarterly reforecast, including operating expenses, revenue assumptions, and capital expenditures.
- Preparation and presentation of annual, quarterly and monthly materials and ad hoc requests as required by JV partners and senior management.
- Monitoring property and portfolio level performance metrics and preparing quarterly analysis and reports.
- Conducting property visits and preparing property and local market assessments.
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.
COMPETENCIES
- Self-starter with a proactive, solutions-oriented mindset and strong attention to detail.
- Strong understanding of property-level financial statements, understanding, forecasting, and proven ability to drive performance.
- Demonstrated ability to manage multiple assets and priorities in a fast-paced, deadline-driven environment.
- Collaborative team player with cross-functional engagement skills.
- Ability to self-motivate and work independently in a dynamic environment. Ability to lead and own a process end-to-end.
TRAVEL
50% out-of-area and overnight travel is expected.
MINIMUM REQUIREMENTS
- Bachelor’s degree in Business, Accounting, Finance, or related field.
- Minimum of two years of experience in real estate and/or finance, preferred
- Previous real estate financial modeling experience, preferred.
- Strong proficiency in MS Excel required. Yardi experience preferred.
- Strong attention to detail and analytical skills.
- Proficiency in data management and reporting.
Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.
Source: Welltower Career Page
