Oakmont Senior Living

Senior Associate / Manager, Investments

Oakmont Senior Living$130K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in investment analysis or senior housing underwriting
  • Strong analytical and quantitative skills
  • Advanced Excel and financial modeling expertise
  • Deep understanding of finance and economics
  • Experience managing or mentoring junior staff
  • Familiarity with real estate transaction documents
  • Strong work ethic and self-starter mindset

Responsibilities

  • Support the company’s Investments function
  • Create and maintain financial and investment models
  • Evaluate development and acquisition opportunities
  • Prepare pro forma analyses for property capital improvements
  • Perform ad-hoc financial analyses as needed
  • Liaise with brokers, attorneys, and capital providers
  • Participate in transaction document review and negotiation
  • Manage and mentor Analysts

Benefits

  • 401k Retirement Plan & Life Insurance
  • 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
Full 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.

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?
  • 401k Retirement Plan & Life Insurance
  • 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

About Oakmont Senior Living

Oakmont Senior Living Careers

There has never been a more opportune time to join the dedicated team at Oakmont Senior Living—the leader in providing innovative and high-quality senior care solutions.

Work You’ll Do

Join Oakmont Senior Living’s exceptional team to assist in transforming the lives of seniors through compassionate care and innovative practices. This company stands at the forefront of the senior living industry, combining expertise in healthcare with profound leadership in all its operations. Lead in a unique role that intersects healthcare, community, and technological innovation, enhancing the lives of residents with cutting-edge solutions and personalized care plans. Engage with a professional team that values diversity and leadership, committed to fostering an inclusive environment that encourages growth and development. Collaborate with over 3,000 dedicated professionals who are focused on creating a difference in the lives of the elderly, making Oakmont Senior Living a beacon of innovation and care in the industry.

Introducing Oakmont Senior Living Career Opportunities

The team is actively building a leading career development path to help professionals master their skills in senior care and management.

Do Innovative Work

Be part of the largest group of healthcare and senior living professionals—3,000+ dedicated individuals at the intersection of compassion, leadership, and innovation.

Drive Innovative Solutions

Deliver targeted solutions and care through a depth and breadth of experience in senior living that is unmatched in the industry.

Be Part of a Great Team

Work with a wide-ranging team of healthcare professionals and harness the unparalleled capabilities, extensive scale, and joint solution development that Oakmont Senior Living offers.

Future-proof Your Career

Advance your career with limitless opportunities at Oakmont Senior Living, supported by unmatched training, development, and certification programs.

Explore

Discover how Oakmont Senior Living is revolutionizing senior care: - Implementing predictive healthcare solutions to enhance resident wellness. - Leading with mobility and independence programs that set industry standards.

The Oakmont Senior Living Difference

The combined service capabilities, extensive scale, and joint solution development enable Oakmont Senior Living to lead transformation in the senior care industry. Clients and families across the nation turn to Oakmont Senior Living for innovative strategies and solutions that drive growth and improve quality of life in the golden years.

Stay Connected

Join the Team

Search open positions that match your skills and interests. Oakmont Senior Living looks for passionate, curious, creative, and solution-driven team players. SEARCH OAKMONT SENIOR LIVING JOBS

Keep Up to Date

Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work at Oakmont Senior Living.

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Learn more about Oakmont Senior Living
Size
1,001 employees
Industry

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