Senior Associate / Manager, Investments

Oakmont Management Group; Irvine (CA); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical benefits

Dental and Vision benefits

Vacation and holidays

Student loan refinancing

Pet insurance

LifeCare / Employee Assistance Program

Relocation and travel opportunities

Job summary

Oakmont Management Group in Irvine, CA is seeking a Senior Associate or Manager of Investments to join the finance team focused on senior living properties. The role involves building financial models, evaluating acquisition opportunities and liaising with transaction partners to support growth.

Based at Oakmont's Irvine headquarters, this in-office position requires investment analysis experience in real estate, strong Excel skills and a collaborative, self-motivated work style.

Qualifications

• Bachelor’s degree in Finance, Economics, Real Estate, or a quantitative field is preferred
• 5+ years of relevant experience in investment analysis or real estate investments
• Strong Excel modeling and valuation skills
• Experience with senior housing or healthcare real estate is a plus
• Ability to work in-office at Oakmont’s Irvine headquarters

Responsibilities

• Support the Investments function and analyze markets, returns, and pro forma performance
• Create and maintain financial, market, and investment models
• Evaluate development and acquisition opportunities with due diligence analyses
• Prepare pro forma analyses for property-level capital improvements
• Liaise with brokers, attorneys, capital providers, and ownership groups
• Review and negotiate transaction documents
• Mentor and develop Analysts

Skills

Advanced Excel

Financial Modeling

Real Estate Investments

Investment Analysis

Attention to Detail

Education

Bachelor’s degree in Finance, Economics, Real Estate, or a quantitative field

Tools

Excel

Job description

Senior Associate / Manager of Investments - Senior Living

This is a full-time, on-site position based in Irvine

Salary range: $130,000- $170,000

Oakmont Management Group is looking for a Senior Associate or Manager of Investments to join our team within our headquarters in Irvine, CA.

The Senior Associate or Manager of Investments will be a key member of Oakmont’s growing finance organization and help support the company’s continued growth. Oakmont develops, operates and invests in luxury assisted living and memory care communities throughout California, Colorado, Hawaii and Nevada.

Essential Job Functions

• Support the company’s Investments function
• Create and maintain various financial, market and investment models
• Evaluate development and acquisition opportunities, including analysis of markets, investment returns and pro forma property performance
• Prepare pro forma and investment returns analyses of property-level capital improvements
• Perform various ad-hoc projects and financial analyses as needed
• Liaise with all transaction parties, including brokers, attorneys, capital providers and ownership groups
• Participate in the review and negotiation of transaction documents
• Manage, mentor and further develop Analysts

Position Requirements

• This position is in-office Monday-Friday at Oakmont’s headquarters in Irvine, CA
• Prior experience in investment analysis, real estate investments or senior housing (senior living) underwriting is required
• Must have a strong work ethic and be a self-starter
• Strong analytical and quantitative skills with attention to detail
• Advanced Excel knowledge and modeling experience
• Firm understanding of key finance and economic principles
• Prior experience working with stakeholders across real estate investments
• Familiarity with key real estate transaction documents
• +/- 5 years of relevant experience, flexible depending on type and depth of experience
• Bachelor’s degree in Finance, Economics, Real Estate, or a quantitative field is preferred

Why should you choose a career with Oakmont?

• Medical, Dental and Vision benefits
• Vacation, Personal Day, Sick Pay, Holidays
• Student Loan Refinancing
• Pet Insurance
• LifeCare, Employee Assistance Program
• Emergency Family Fund
• Career Growth, Relocation and Travel Opportunities

Oakmont Management Group, based in Irvine, California, is a recognized leader in the senior living industry that manages a portfolio of communities under the Oakmont Senior Living and Ivy Living brands. OMG serves thousands of seniors across communities in California, Colorado, Nevada, and Hawaii. At OMG, we strive to create an atmosphere of family and community among team members, residents, and resident family members. We know that caring and meaningful relationships are the foundation of a rewarding life, and our team is hand-selected for their skills, previous experience, and passion for working with the elderly. Our practice is to incorporate joy and laughter alongside our expectations of excellence. Walk into our communities and feel our pride of ownership and commitment to service.

Oakmont Management Group is an Equal Opportunity Employer.