Senior Analyst / Associate - Senior Housing Asset Management

Franklin Templeton; Dallas (TX); Sur place; USD 100 000 - 125 000; Plein temps

Avantages offerts par ce poste

Health care

401K

Volunteer opportunities

Parental leave

Résumé du poste

Clarion Partners is seeking a Senior Analyst / Associate in Senior Housing Asset Management to support asset management initiatives within the Senior Housing & Active Adult portfolio. Reporting to the Senior VP, you will work with Investments, Research, Portfolio Management, Capital Markets and Asset Management teams to monitor performance and support operator relationships.

The role requires strong financial and analytical skills, attention to detail, and a collaborative approach as you help

Qualifications

• 2-4 years of experience in real estate asset management, acquisitions, portfolio management, investment analysis, private equity real estate, REITs, investment banking, consulting, or related field.
• Strong financial modeling, analytical and quantitative skills.
• Understanding of property-level financial statements, budgeting, forecasting, and investment performance metrics.

Responsabilités

• Support execution of asset-level business plans for Senior Housing investments.
• Monitor financial and operational performance including monthly analysis, forecasting, and KPI tracking.
• Prepare and maintain financial models, dashboards, portfolio analytics, and reports.

Connaissances

Financial modeling

Analytical skills

Portfolio reporting

Real estate asset management

Communication skills

Excel proficiency

PowerPoint proficiency

Formation

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

Outils

Excel

PowerPoint

Description du poste

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Role Overview

Clarion Partners seeks to hire a Senior Analyst / Associate, Senior Housing Asset Management to support asset management initiatives within the Senior Housing & Active Adult portfolio. Reporting to the Senior Vice President, Senior Housing Asset Management, this individual will support the day-to-day execution of asset management strategies and business plans designed to maximize the value of Clarion's investments. The individual will work closely with the Investments, Research, Portfolio Management, Capital Markets, and Senior Housing Asset Management teams to monitor performance, support operator relationships, perform financial analysis, and contribute to portfolio reporting and strategic initiatives. This role requires strong financial and analytical skills, attention to detail, sound judgment, and a collaborative approach. This is a unique opportunity to contribute to the continued growth of Clarion's Senior Housing Asset Management platform while gaining broad exposure to asset management, portfolio strategy, operator oversight, acquisitions support, and capital markets activities.

Responsibilities

• Support execution of approved asset-level business plans for Senior Housing and Active Adult investments.
• Monitor financial and operational performance across assigned assets, including monthly performance analysis, forecasting, budget reviews, and KPI tracking.
• Prepare and maintain financial models, dashboards, portfolio analytics, and reporting materials.
• Assist in the preparation of investment committee memoranda, quarterly asset reports, and investor-facing presentations and reporting materials.
• Support annual budgeting, forecasting, and reforecasting processes with operators and internal stakeholders.
• Participate in operator calls, property reviews, and asset-level meetings to evaluate operating performance, leasing trends, expense management, and capital initiatives.
• Support engagement with third-party operators and property partners to drive occupancy growth, operational efficiencies, revenue enhancement, and NOI performance.
• Assist acquisition, underwriting, and due diligence efforts through financial analysis, market research, and review of operating assumptions and supporting materials.
• Analyze market trends, competitive properties, demographic data, and operator performance benchmarks to support investment and asset management decisions.
• Track capital expenditure programs and value-enhancement initiatives across the portfolio.
• Support refinancing, recapitalization, and disposition activities, including preparation of diligence materials and coordination with internal and external partners.
• Maintain accurate asset-level data, documentation, and reporting records.
• Contribute to process enhancements, reporting improvements, portfolio analytics, and asset management best practices.
• Perform ad hoc analyses and special projects in support of broader portfolio and platform initiatives.

Qualifications

• 2-4 years of experience in real estate asset management, acquisitions, portfolio management, investment analysis, private equity real estate, REITs, investment banking, consulting, or a related field.
• Strong financial modeling, analytical, and quantitative skills.
• Understanding of property-level financial statements, budgeting, forecasting, and investment performance metrics.
• Experience with Excel-based financial analysis; proficiency in PowerPoint and portfolio reporting tools preferred.
• Interest in real estate investment and operations, with exposure to senior housing, healthcare real estate, multifamily, hospitality, or related sectors considered a plus.
• Strong written and verbal communication skills with the ability to synthesize financial and operational information into concise, actionable insights.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Collaborative team player with a proactive, solutions-oriented mindset and strong attention to detail.
• High degree of integrity, accountability, professionalism, and sound judgment.
• Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field.

If based in New York, the base salary range for this position is USD $100,000 - $125,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.

Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.

At Clarion Partners, you will have the opportunity to build a career based on your dedication and talent in a culture that values both collaboration and autonomy. The work you do will have a real impact.

Whether you're looking to begin your journey in commercial real estate, or strengthen an already robust career, Clarion Partners offers several ways to contribute to the growth of our Firm and success of our clients.