Analyst, Investments

WP Engine, Inc.; Chicago (IL); On-site; USD 60,000 - 81,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Retirement benefits

Paid time off

DailyPay

Job summary

Senior Lifestyle is seeking a motivated Analyst, Investments to join the corporate finance team in Chicago. The role involves building and maintaining complex financial models (DCF, IRR, NPV) for senior living acquisitions, ground-up developments, and dispositions, and supporting due diligence and investment memoranda for committees.

You will analyze operating statements, track performance against underwriting, and conduct market research on the senior living sector to inform underwriting

Qualifications

• Bachelor’s degree required in Finance, Accounting, Real Estate, Economics or related quantitative field.
• Strong proficiency in Excel and PowerPoint for financial modeling and presentations.
• Experience in financial statement analysis and investment return metrics.

Responsibilities

• Support senior analyst in developing and maintaining financial models (DCF, IRR, NPV) for potential acquisitions, developments, and dispositions.
• Analyze property-level operating statements and financial metrics.
• Assist in due diligence including reviewing reports, documents, and financial data.
• Prepare investment memoranda and presentations for Investment Committee and leadership.
• Evaluate market trends and demographics specific to senior living to inform underwriting.

Skills

Microsoft Excel

PowerPoint

Analytical Skills

Attention to detail

Communication skills

Team mentality

Travel

Education

Bachelor’s degree in Finance/Accounting/Real Estate/Economics

Job description

303 East Wacker Drive, Chicago, IL 60601, United States Full Time Hourly Rate: n/a

Company Description

Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork.We are seeking a highly motivated and analytical Analyst, Investments to join our dynamic corporate finance team. The successful candidate will play a meaningful role in supporting the company's growth strategy by performing in-depth financial analysis, due diligence, and market research for potential acquisitions, developments, and capital market transactions.

Job Description

Pay Rate: $70,000/year

• Support Senior Analyst in developing and maintaining complex financial models (DCF, IRR, NPV) for potential senior living acquisitions, ground-up developments, and dispositions.
• Analyze property-level operating statements and financial performance metrics.
• Assist in the due diligence process for investment opportunities, including reviewing third-party reports (e.g., market studies, appraisals, environmental), legal documents, and financial data.
• Assist in preparing comprehensive investment memoranda and presentations for the Investment Committee and senior leadership.
• Evaluate market trends, competitive landscapes, and demographics specific to the senior living sector to inform underwriting assumptions.
• Asset Management Support:
  • Assist in the preparation of annual business plans and budgets for existing assets.
  • Monitor the financial performance of portfolio assets against underwriting projections.
  • Provide ad-hoc financial analysis to support strategic decisions related to the existing portfolio.
• Market Research & Strategy:
  • Conduct ongoing research on the senior living industry, real estate capital markets, and economic factors influencing the sector.
• Capital Markets & Transactions:
  • Support capital raising efforts, including preparing materials for potential debt and equity partners.

Qualifications

Level of Formal Education: Bachelor’s

Area of Study: Finance, Accounting, Real Estate, Economics, or a related quantitative field.

Years of Experience: 1+

Type of Experience: Real estate investment banking, private equity, investment analysis, or corporate finance, with demonstrable experience in financial statement analysis and understanding of basic investment return metrics.

Special Certifications:

Language Skills: Acceptable fluency in Englishin order toperform job duties and speak, read, write, and communicate with all others.

Skills and Abilities:

• Technical Skills: Proficiency in Microsoft Excel and PowerPoint
• Analytical Skills and Intellectual Curiosity: Exceptional quantitative and analytical abilities with a meticulous attention to detail. A curious mind always ready to learn and willing to guide and teach others.
• Communication: Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely to audiences of varying levels within our organization.
• Team Mentality: Ability and desire to work in a team environment where everyone shares the common goal of providing the best care to our residents by acquiring and managing the best real estate in each market.
• Travel: Ability to travel for acquisition due diligence, asset management and conferences as needed. Estimated travel: 10%.

Additional Information

Senior Lifestyle offers a comprehensive benefits plan to eligible team members including health, dental, vision, retirement benefits, short-term disability, long-term disability, and paid time off.All Senior Lifestyle positions are eligible to use DailyPay, an application that allows you to access your earned but unpaid wages before your next payday. Senior Lifestyle requires that all employees provide proof of COVID-19 vaccination unless exempt due to medical, religious, or personal beliefs. Government requirements or exclusions may apply.