Fund Operations Analyst

Welltower, Inc; Town of Texas (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Paid time off

Employee stock purchase program

401(k) matching + profit sharing

Student debt program

Tuition assistance

Medical/dental/vision

Job summary

Welltower, Inc. in the United States is seeking a motivated, detail-oriented professional to support day-to-day operations of our private fund platform.

This role covers valuation, loan administration, fund reporting, data management, and strategic initiatives, with emphasis on improving processes and data quality to support informed decision-making. The ideal candidate will have 0-3 years in real estate private equity or fund accounting, a relevant Bachelor's degree, strong Excel skills, and

Qualifications

• 0-3 years of experience in real estate private equity, fund accounting, real estate investment management, valuation, or a related field.
• Bachelor’s degree in Accounting, Finance, Real Estate, Economics, or similar business or analytical field required. Master’s degree, CPA, or other professional certification is a plus.
• Proficiency in Excel required; experience with Yardi, OneStream or PowerBI is a plus.

Responsibilities

• Support portfolio valuation by coordinating data collection and validating investment information.
• Assist with loan administration activities including debt trackers, escrow balances, and lender reporting packages.
• Help maintain data integrity across investment, portfolio, and fund data for accurate reporting and analytics.
• Coordinate review and processing of general administrative and fund-related invoices.
• Support fund operations with recurring reporting, investor deliverables, and other operational activities across the fund platform.
• Collaborate with Investments, Asset Management, Accounting, Treasury, Legal, and cross-functional teams to support initiatives.
• Identify opportunities to automate tasks and improve processes using emerging technologies.
• Perform ad hoc analyses, reporting, and special projects to support growth.

Skills

Attention to detail

Willingness to learn

Ownership

Education

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

Master’s degree or CPA or other certification (preferred)

Tools

Excel

Yardi

OneStream

PowerBI

Job description

Description

WELLTOWER – RE-IMAGINE REAL ESTATE WITH US

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra:The only easy day was yesterday.

We’re looking for bold, independent thinkers who thrive onchallenges, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

ABOUT THE ROLE

We areseekinga motivated, detail-oriented professional to support the day-to-day operations ofour private fundplatform. This role provides operational support across portfolio valuation, loan administration, fund reporting, data management, and strategic initiatives. The ideal candidate has a strong interest in commercial real estate, private fund operations, and investment management, and is eager to leverage technology to improve processes, enhance data quality, and support informed decision-making.

Key Responsibilities

• Support portfolio valuation process by coordinating data collection, validating investment information, reconciling valuation inputs, and assisting with portfolio analysis.
• Assist with loan administration activities, including maintaining debt and covenant trackers, monitoring escrow balances, preparing lender reporting packages and periodic certifications, and responding to lender information requests.
• Help maintain the integrity of investment, portfolio, and fund data by collecting, validating, and consolidating information from internal teams and external partners to support accurate reporting and analytics.
• Coordinate the review and processing of general administrative and fund-related invoices in accordance with established policies and procedures.
• Support fund operations by assisting with recurring reporting, investor deliverables, and other operational activities across the Welltower Fund platform.
• Partner with Investments, Asset Management, Accounting, Treasury, Legal, and other cross-functional teams to support fund initiatives and operational priorities.
• Identify opportunities to improve processes, automate routine tasks, and leverage emerging technologies to increase efficiency and strengthen operational controls.
• Perform ad hoc analyses, reporting, and special projects to support the continued growth and evolution of the Welltower Fund.

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.

MINIMUM REQUIREMENTS

• 0-3years of experience in real estate private equity, fund accounting, real estate investment management,valuation,or a related field.
• Bachelor’s degree in Accounting, Finance, Real Estate, Economics, or similar business or analytical field required.Master’s degree,CPA,or otherprofessional certificationis a plus.
• Strong attention to detail and organizational skills.
• Demonstrated willingness to learn and take on newresponsibilities andownership.
• Proficiency in Excelrequired,experience withYardi, OneStream or PowerBIisa plus.

TRAVEL

Minimal travel is expected for this position.

WHAT WE OFFER

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Employer-matching 401(k) Program + Profit Sharing Program
• Student Debt Program – we’ll contribute up to $10,000 towards your student loans!
• Tuition Assistance Program
• Comprehensive and progressive Medical/Dental/Vision options

Welltower® Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults inthe United States,United Kingdom, andCanada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments.Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – ourNorth Star.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.