Acquisitions and Asset Management Analyst

Senior Resource Group, LLC; Solana Beach (CA); On-site; USD 70,000 - 86,000; Full time

Job summary

Senior Resource Group, LLC is looking for a Financial Analyst to assist in implementing business plans and managing the acquisition of senior living communities. This role focuses on analyzing financial models and project budgets, with no direct supervisory responsibilities.

Ideal candidates will hold a Bachelor’s in finance or related fields and have experience in real estate acquisitions. Strong communication and teamwork skills are essential for success. The position is located in Solana Beach, California.

Qualifications

• Experience with real estate acquisitions or asset management is required.
• Ability to manage multiple projects and priorities effectively is crucial.
• Strong teamwork and collaboration abilities are essential.

Responsibilities

• Develop and analyze financial and operational models, forecasts, and project budgets.
• Communicate with senior management regarding project risks and opportunities.
• Participate in the acquisition process for target investments.

Skills

Financial modeling

Project management

Communication skills

Customer service

Microsoft Excel proficiency

Education

Bachelor’s in accounting, finance, real estate, or related field

Job description

Job Description

Assists in implementing and monitoring business plans, strategies, and goals for the company's growth. Manage and execute the acquisition of existing senior living communities and development parcels for senior living housing throughout the United States. This position does not have direct supervisory responsibilities.

Essential Duties and Responsibilities

• Develop and analyze financial and operational models, forecasts, and project budgets.
• Update Quarterly Asset Management Reports.
• Create detailed market analytics assessing supply, demand, and other market dynamics.
• Report on ongoing project status, variance to plan/budget, and key performance metrics.
• Prepare investment memoranda and other executive-level presentation materials.
• Review due diligence reports and other project documents to ensure consistency with underwriting.
• Participate in the acquisition process to select target investment strategies, markets, and opportunities.
• Prepare loan and equity packages.
• Monitor and track key metrics, going-in assumptions, and project management reports.
• Communicate with senior management and team members regarding project risks and opportunities.
• Travel including overnight when needed.
• Other duties as assigned.

Qualifications

• Bachelor’s in accounting, finance, real estate, or related field.
• Experience with real estate acquisitions or asset management.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Strong teamwork and collaboration abilities.
• Self‑motivated and proactive work ethic.
• Ability to manage multiple projects and priorities effectively.
• Adaptability to change requirements and technologies.
• Must have expertly demonstrated knowledge and proficiency in Microsoft Office applications, especially Excel.

Physical Demands

• While performing the duties, the employee is regularly required to talk or listen. The employee is frequently required to walk, stand, sit, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to climb or balance.
• The employee must occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Compensation

$78‑$78

Equal Employment Opportunity

Senior Resource Group is an equal employment opportunity employer. We do not discriminate based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, and local laws, and we prohibit harassment of applicants or employees based on any of these protected categories. We comply with all applicable federal, state, and local laws, including consideration of unemployment status in hiring decisions. Completing an application does not guarantee a job offer.

Additional Information

All your information will be kept confidential according to EEO guidelines.