Senior Portfolio Financial Analyst

CareOne; New Jersey; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

401k plan

Paid time off

Dental plan

Vision plan

Job summary

CareOne, a leader in health care communities, seeks a Senior Portfolio Financial Analyst in New Jersey to evaluate investment opportunities, support real estate development, and monitor portfolio performance. The role requires strong real estate financial modeling, debt financing, and capital markets knowledge.

You will develop financial models for acquisitions, dispositions, development projects, and existing assets, and prepare financing packages and analyses for lenders, banks, and investors.

Qualifications

• Strong real estate financial modeling experience.
• Experience with debt financing and capital markets.
• Financial due diligence and underwriting experience.

Responsibilities

• Develop, maintain, and enhance financial models for real estate investments and assets.
• Evaluate acquisition and development opportunities and analyze assumptions, costs, rents, and cap rates.
• Prepare financing packages, lender presentations, and underwriting materials for lenders and capital providers.
• Track financing maturities, refinancing opportunities, and cash flow projections across the portfolio.
• Monitor budget-to-actual performance and prepare periodic financial reports and dashboards.
• Conduct financial due diligence on prospective acquisitions and improve underwriting templates.

Job description

Job Description

Senior Portfolio Financial Analyst

Department: Finance

Reports To: Head of Portfolio Management

Location: New Jersey

Position Overview

The Senior Financial Analyst will play a key role in evaluating investment opportunities, supporting real estate development and acquisition activities, managing financing processes, and monitoring financial performance of the firm's residential portfolio. The position requires a strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis.

Primary Responsibilities

• Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.
• Evaluate potential acquisition and development opportunities and analyze operating assumptions, construction costs, rents and capitalization rates.
• Support the sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.
• Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers – and analyze said proposals.
• Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.
• Work with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.
• Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.
• Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.
• Prepare periodic financial reports, management dashboards, and variance analyses highlighting material changes in performance.
• Conduct financial due diligence on prospective acquisitions.
• Improve financial reporting processes, analytical tools, and standardized underwriting templates.

About Us

Our mission is to define excellence within the health care community. We are dedicated to Maximizing Patient Outcomes. We treat Residents, their families and each other with respect, dignity and compassion. Through a collaborative and consultative approach, we strive to provide a framework of strength and stability for our Centers and Communities. We work to maintain the highest standards of care and service for Residents, families and our valued employees.

We are proud to Offer the following benefits to Part-time (22.5+ hours/week) and Full-time Employees:

• Comprehensive Healthcare Benefits
  • Multiple Medical Plans
    • Including Pharmacy
    • Including Teladoc
  • Multiple Dental Plans
  • Vision Plan
  • Health Savings Account (eligibility restrictions apply)
  • Flexible Spending Accounts
  • Voluntary Life and AD&D
  • Short-Term and Long-Term Disability Plans
  • Hospital Indemnity Insurance
  • Critical Illness Insurance
  • Accident Insurance
  • Whole Life Insurance
  • Medicare Employee Assistance
• Legal Plan
• Commuter Benefits
• 401k Retirement Plan
• Employee Assistance Program (available to all employees)
• Paid Time Off
  • Vacation
  • Sick Plans in accordance with state laws
• Opportunities to advance and grow your career

We are an Equal Opportunity Employer

EEO/AA/M/F/DV