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Investment Analyst
Investment AnalystAtria Senior Living • Louisville, KY, United States
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Investment Analyst

Investment Analyst

Atria Senior Living • Louisville, KY, United States
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  • [job_card.full_time]
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Overview

We create communities where employees thrive in their work, helping our residents thrive in their homes.

Atria Senior Living's corporate Support Center has openings for individuals looking for a career with outstanding benefits, including :

  • Paid holidays and PTO
  • Benefits package also includes Health, Dental, Vision, and Life Insurance
  • Retirement Savings Plan / 401(k) employer match
  • Tuition reimbursement (U.S Based Communities)
  • Enrollment in benefits varies by employee classification

As a valued team member at Atria, you'll work in a supportive environment that provides advancement opportunities and promotes a healthy work-life balance. Apply now!

Responsibilities

The Investments department is responsible for evaluating, executing, and managing strategic investment opportunities for the Company, including acquisitions, joint ventures, ground-up developments, redevelopments, and financings. The Investment Analyst is a key member of the team, supporting all aspects of the investment process from sourcing and initial underwriting through transaction closing and ongoing asset management.

This position primarily will function as a combination of (i) financial underwriting - building and maintaining detailed excel models to evaluate investments and financings; (ii) market and portfolio analysis - research and benchmarking to inform strategy and investment decisions; and (iii) deal execution - supporting due diligence process, internal approvals and communication, and facilitating communication with capital partners and lenders.

Investment & Project Evaluation

  • Develop and maintain detailed financial models for acquisitions, ground-up developments, and redevelopments across a variety of ownership and financing structures
  • Analyze property operating performance, historical financials, and underwriting assumptions
  • Research and analyze local markets, demographics, and transaction activity to identify trends and opportunities
  • Assist in the preparation of investment memoranda, executive presentations, and strategic business plans
  • Deal Execution

  • Coordinate the flow of information across internal teams (operations, finance, legal) and third-party consultants during due diligence
  • Review and synthesize findings from legal, market, and physical due diligence reports
  • Support transaction structuring, including debt / equity capitalization and sensitivity analyses
  • Track deal process, maintain checklists, and ensure timely communication of key items to superiors
  • Reporting and Presentation

  • Monitor ongoing performance of portfolio assets relative to underwriting and business plans
  • Benchmark operating and financial performance against peers, market data, and industry trends
  • Support periodic reporting to senior management, capital partners, and lenders
  • May perform other duties as needed and / or assigned.

    Qualifications

  • Bachelor's degree required (preferably in Finance, Economics, Business, or related field)
  • One (1) or more years of financial analysis, strategic planning, and / or market research experience (real estate and / or seniors housing experience is a plus). Understanding of transactional finance concepts (NPV / DCF / IRR, sources and uses, debt structuring, capitalization, returns analysis)
  • Strong financial modeling and valuation skills (advanced Excel proficiency required)
  • Ability to interpret financial statements (P+Ls), operating data, and market research and demographic data
  • Proficiency in Microsoft Office Suite (PowerPoint, Word, Outlook)
  • Strong written and verbal communication skills, with the ability to present analyses and recommendations clearly and persuasively
  • Experience preparing materials for senior management and external stakeholders preferred
  • May require limited travel (10%) on behalf of the Company.
  • Position requires driving responsibilities (may use Company provided vehicle and / or personal vehicle).
  • Must possess valid driver's license.
  • Must satisfactorily meet and be in compliance with Atria Motor Vehicle Policy standards.
  • Must successfully complete all Atria-specified training programs.
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