Investment Analyst

Heritage Village Assisted Living and Memory Care

Des Moines (IA)

On-site

USD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Competitive pay

Great benefits

Paid vacation

Job summary

LCS, a leading operator in senior housing, seeks an Investment Analyst to analyze and support all aspects of the investment process for opportunities including acquisitions and ground-up development. You will work with the Investments team and other LCS colleagues on financial analyses, memorandums, and due diligence.

Responsibilities span modeling, site and demographic analysis, transaction coordination, and investment reporting, with opportunities to influence deal outcomes and portfolio

Qualifications

A 4-year degree in finance, real estate or related field is required. Graduate degree or professional designation a plus (MBA; Master of Real Estate; CFA, CPA).
A minimum of 0-2 years experience in financial accounting and analysis, asset management, investments, development, or acquisitions required.
Proficiency with the Microsoft Office suite required. Advanced skills in Microsoft Excel a plus (Pivot Tables, Macros and VBA, etc.).
Strong quantitative skills, as well as highly developed written and oral communication skills.
Essential to be able to manage multiple projects simultaneously and redirect priorities when needed.
Ability and willingness to work evenings and weekends as necessary.

Responsibilities

Models and evaluates risks and returns for investment opportunities.
Works closely with internal and external parties to support a fast-paced pipeline of acquisition opportunities.
Performs financial modeling and valuation analysis; prepares models for structures including joint ventures/partnerships.
Drives decision-making through site and demographic analysis.
Interacts with brokers, sellers, and investment bankers to evaluate opportunities.
Assists in writing Investment Memorandums and Investment Committee presentations.
Supports due diligence for acquisitions and developments with internal teams on finances, legal drafting, and reporting.
Interacts with internal/external counsel, tax experts, brokers and bankers.
Consults on onboarding of new communities; supports closing processes.
Supports transaction closing including closing statements and prorations.

Skills

Quantitative skills

Written communication

Project management

Multitasking / prioritization

Evenings/weekends availability

Education

4-year degree in finance/real estate

Graduate degree or professional designation (MBA; MRE; CFA, CPA)

Tools

Microsoft Excel

Pivot Tables

Macros

VBA

Job description

The Investment Analyst is responsible for providing analysis and support of all aspects of the investment process for new senior housing investment opportunities, including property and/or platform acquisitions as well as ground-up development projects. This includes working closely with members of the Investments team as well as other LCS team members in financial analysis, written memorandums, investment metrics, benchmarking, internal reporting, as well as supporting efforts in underwriting, due diligence, and portfolio management.

Experience is Everything.

At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you’ll love working here. Our principles and hospitality promises define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace. You’ll find several opportunities to grow as a professional, serve the community, and enhance the lives of seniors.

What You’ll Do:

Models and evaluates risks and returns for investment opportunities.
Works closely with internal and external parties to support a fast-paced, deadline-driven pipeline of acquisition opportunities.
Performs financial modeling and valuation analysis. Prepares models and analyses for various structures, including joint ventures/partnership structures.
Drives decision-making through macro-and micro-level site and demographic analysis.
Interacts with brokers, sellers, and investment bankers to accurately understand and determine transaction assumptions, facts, and risks necessary to properly evaluate an opportunity.
Assists in the writing of Investment Memorandums and Investment Committee presentations.
Supports the due diligence effort for new acquisitions and developments including working closely with internal teams in matters relating to financial analysis, legal document drafting and negotiation, and coordination of internal and external diligence reports.
Interacts with in-house and outside legal counsel, internal subject matter experts, tax experts, brokers and investment bankers.
Consults and troubleshoots in the onboarding of new communities, including process review and improvement.
Supports the transaction closing process including preparing/reviewing closing statements, calculation of prorations, and schedule preparation.

Disposition Management

Coordinate all aspects of disposition, including management of due diligence request lists, virtual data rooms, document collection, and transaction timelines through closing.
Serve as a primary point of contact for brokers, prospective buyers, equity partners, lenders, attorneys, and other transaction participants to facilitate efficient information flow and timely resolution of diligence items.
Manage internal communication and reporting efforts by coordinating with operations, accounting, legal, finance, and executive leadership teams to gather transaction-related information and ensure stakeholder alignment.
Track and drive completion of key transaction milestones, including buyer diligence requests, management meetings, site visits, lender activities, purchase agreement negotiations, and closing deliverables.
Prepare transaction status reports, diligence summaries, and executive presentations, ensuring leadership is informed of transaction progress, key risks, critical deadlines, and strategic considerations throughout the disposition or recapitalization process.

Investment Reporting:

Provides periodic reporting on the status of the investment pipeline (Investment Tracker, Pipeline Report, Investment Database, and Radar Report).
Benchmarks transactions and their ultimate performance against other transactions in the industry.
Monitors industry news and transactions to understand market trends and strategies of competitors.
Works with Investments, other Investment teams, and Senior Living Management teams to provide additional supporting investment analysis and benchmarking post-acquisition.

What We’re Looking For:

A 4-year degree in finance, real estate or a related field is required. Graduate degree or professional designation a plus (MBA; Master of Real Estate; CFA, CPA).
A minimum of 0-2 years experience in financial accounting and analysis, asset management, investments, development, or acquisitions required. Experience in senior housing or the broader commercial real estate industry is a plus.
Proficiency with the Microsoft Office suite required. Advanced skills in Microsoft Excel a plus (Pivot Tables, Macros and VBA, etc.).
Strong quantitative skills, as well as highly developed written and oral communication skills.
Essential to be able to manage multiple projects simultaneously and redirect priorities when needed.
Ability and willingness to work evenings and weekends as necessary.

Why Join Us?

Industry Leader.
Inclusive & collaborative culture.
Top Workplace USA.
Charity and community involvement.

Competitive pay, great benefits and vacation time. We are an equal opportunity employer with benefits including medical, dental, life insurance, disability, 401(K) with company match and paid parental leave.

Our Commitment

LCS creates living experiences that enhance the lives of seniors. You’ll see this commitment in our people. They’re talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed—strengthening available resources, establishing proven practices that lead to long‑term growth and value for those living in, working for and affiliated with the community. Check us out on our website: https://www.lcsliving.com

Additional Information

Travel frequency: 0-10%

The actual title & salary will carefully consider a wide range of factors, including your skills, qualifications, experience, and other relevant factors.

A POST-OFFER BACKGROUND CHECK, INCLUDING REFERENCES IS REQUIRED.

LCS IS AN EQUAL OPPORTUNITY EMPLOYER.

Job Info