Senior Housing Asset Strategy Analyst

Franklin Templeton; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

Clarion Partners, a leading real estate investment manager, seeks a Senior Analyst / Associate for Senior Housing Asset Management in New York. You will support day-to-day asset management strategies, financial analysis, and reporting to maximize portfolio value.

You will collaborate with Investments, Research, Portfolio Management, Capital Markets, and operations teams to monitor performance, engage operators, and contribute to budgeting and due diligence efforts.

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.
• 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.

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.

Skills

Financial modeling

Analytical skills

Budgeting & forecasting

Excel

PowerPoint

Portfolio reporting

Real estate investment exposure

Education

Bachelor’s degree in Finance, Real Estate, Business, Economics

Tools

Job description

Clarion Partners, a leading real estate investment manager, seeks a Senior Analyst / Associate for Senior Housing Asset Management in New York. You will support day-to-day asset management strategies, financial analysis, and reporting to maximize portfolio value.

You will collaborate with Investments, Research, Portfolio Management, Capital Markets, and operations teams to monitor performance, engage operators, and contribute to budgeting and due diligence efforts.