Acquisitions and Asset Management Analyst

Senior Resource Group

$78K — $95K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, real estate, or related field.
  • Experience in real estate acquisitions or asset management.
  • Proficient verbal and written communication skills.
  • Strong interpersonal and customer service abilities.
  • Ability to work collaboratively in a team setting.
  • Self-motivated with a proactive work ethic.
  • Skilled in managing multiple projects and priorities.
  • Adaptable to changing requirements and technologies.
  • Advanced proficiency in Microsoft Excel.

Responsibilities

  • Develop and analyze financial and operational models for projects.
  • Update quarterly asset management reports to reflect performance.
  • Create detailed market analysis on supply and demand dynamics.
  • Report on project status, budget variance, and performance metrics.
  • Prepare investment memoranda and executive presentation materials.
  • Review due diligence reports for underwriting consistency.
  • Participate in the acquisition process for targeted investments.
  • Prepare loan and equity packages for financing.
  • Monitor key metrics and project management reports.
  • Communicate project risks and opportunities with management.
  • Travel as necessary for project-related activities.

Benefits

  • Opportunities for professional development and growth.
  • Collaborative and supportive work environment.
  • Flexibility in project management and responsibilities.
  • Engagement in meaningful projects within senior living sector.
Full Job Description
Job Description

Assists in implementing and monitoring business plans, strategies, and goals for the company's growth. Manage and execute the acquisition of existing senior living communities and development parcels for senior living housing throughout the United States. This position does not have direct supervisory responsibilities.

Essential Duties and Responsibilities:

SUPERVISORY RESPONSIBILITIES:

This position does not have direct supervisory responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Develop and analyze financial and operational models, forecasts, and project budgets.
  • Update Quarterly Asset Management Reports.
  • Create detailed market analytics assessing supply, demand, and other market dynamics.
  • Report on ongoing project status, variance to plan/budget, and key performance metrics.
  • Prepare investment memoranda and other executive-level presentation materials.
  • Review due diligence reports and other project documents to ensure consistency with underwriting.
  • Participate in the acquisition process to select target investment strategies, markets, and opportunities.
  • Prepare loan and equity packages.
  • Monitor and track key metrics, going-in assumptions, and project management reports.
  • Communicate with senior management and team members regarding project risks and opportunities.
  • Travel including overnight when needed.
  • Other duties as assigned.


Qualifications
  • Bachelor's in accounting, finance, real estate, or related field.
  • Experience with real estate acquisitions or asset management.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Strong teamwork and collaboration abilities.
  • Self-motivated and proactive work ethic.
  • Ability to manage multiple projects and priorities effectively.
  • Adaptability to change requirements and technologies.
  • Must have expertly demonstrated knowledge and proficiency in Microsoft Office applications, especially Excel.

PHYSICAL DEMANDS:
  • While performing the duties of this job, the employee is regularly required to talk or listen. The employee is frequently required to walk, stand, sit, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to climb or balance.
  • The employee must occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

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