Asset Management Analyst

LeoForce; San Clemente (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

LeoForce in San Clemente, CA is seeking an Asset Management Analyst to provide financial analysis across a portfolio of healthcare properties, including skilled nursing, assisted living, independent living, and behavioral health. You will serve as a liaison for tenant properties and work with analysts to meet department goals.

Responsibilities include modeling, forecasting cash flow for operators and guarantors, presenting risks and opportunities to management, and supporting lease

Qualifications

• Experience analyzing healthcare real estate financials and tenant performance.
• Ability to build and interpret financial models for cash flow, occupancy, and rent roll.
• Strong communication skills to present findings to leadership and cross-functional teams.

Responsibilities

• Analyze financial performance of healthcare real estate including SNF, ALF, IL, and behavioral health.
• Develop models to track, forecast, and stress test tenant health and performance.
• Forecast and manage cash flow for operators and guarantors, focusing on focus tenants.

Skills

Financial analysis

Portfolio analysis

Forecasting

Lease administration

Tenant relations

Cross-functional collaboration

AI analytics tools

Job description

Asset Management Analyst

San Clemente,CA, US

Job Description

Experience: Senior Level
Salary: $80,000 - $120,000 per year

IDEALLY HAVE HEALTHCARE EXPERIENCE (Skilled Nursing Facilities)

Job Description for Analyst within Asset Management

As an Asset Management Analyst, you will play a central role on the asset management team by providing financial analysis across portfolio of operating tenant companies. You will serve as the primary point of contact for a group of tenant healthcare properties and work closely with fellow analysts to help the department meet its responsibilities and objectives.

Key responsibilities include:

• Analyze the financial performance of the company's healthcare real estate, including skilled nursing (SNF), assisted living (ALF), independent living (IL), and behavioral health.
• Develop models and analyses to track, trend, forecast, and stress test tenant health.
• Develop and manage forecasts and cash flow for operators and guarantors, particularly for focus tenants to assess adherence rates quarterly.
• Prepare and present formal and informal conclusion to management identifying the risks and opportunities associated with the properties and tenants.
• Provide analysis and reports for both routine lease administration activities and active portfolio management activities like dispositions, transitions, and lease amendments.
• Interact with tenants to accurately understand tenant financial reporting and lease compliance.
• Collaborate with all departments to streamline the transparency of data inflow and outflow, leading to an improvement in cross-departmental reporting accuracy and a reduction in data discrepancies.
• Use AI and other analytical tools to support efficient and accurate analysis of results and projections to support the early detection and mitigation of risks.
• Participate in conference calls, review documents, and provide support to the transaction working group.
• Work closely with corporate counsel, portfolio management, and the acquisition team to facilitate seamless onboarding and/or disposition of portfolio assets.
• On-board new tenants into the asset management systems.
• Ad-hoc analytical support to the investment, investor relations and accounting teams, as well as the CEO.
• Analyzing financial performance for investor responses and improving reporting accuracy.

As these primary responsibilities are consistently met at a high level, it's expected that your scope of asset management work will expand in future years to include other traditional asset management duties (i.e., lease administration, covenant tracking, insurance, security deposits, etc.) now primarily addressed by others in our department.

A bit about us:

About the Company

A publicly traded real estate investment trust headquartered in coastal Southern California, my client specializes in the acquisition, ownership, and leasing of skilled nursing facilities, senior housing, and healthcare-related properties across the U.S. and internationally. With a market cap approaching $9 billion and a focused, collaborative team, this is a lean organization where high performers have real visibility and direct impact. The company operates with a long-term growth mindset, a strong balance sheet, and a reputation for disciplined deal-making in the healthcare real estate space.

Why join us?

Join a company in active growth mode, expanding its portfolio both domestically and internationally giving the right candidate exposure to complex, high-value transactions

A stable, recession-resilient sector. Healthcare real estate isn't going anywhere, and CareTrust has built a track record of disciplined, long-term investment strategy

Get in with a lean team at a pivotal stage of growth the kind of seat that builds a career