Analyst, Senior Housing Asset Management (Hybrid) at Welltower Inc in Dallas, Texas

Job Description:

ABOUT WELLTOWER

Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com

JOB SUMMARY

This role is responsible for analyzing performance a variety of seniors housing operating (SHO) portfolios at the company and is responsible for providing analysis and support for a variety of asset management and value creation functions in order to improve cash flow, and thereby drive value, in our owned investments. 

This position will focus on specific segment level analysis and will support the processes outlined above. In addition, this position will: 1) conduct financial and variance analysis relative to forecast and investigate material differences (NPV, DCF, IRR, etc.)  2) support ad hoc investment analysis 3) create and maintain updated financial models and 4) liaise with departments across the organization 5) liase with the operators in order to monitor performance and drive performance improvements within the portfolio 6) identify value creation opportunities and build firm-wide processes around these initiatives to carry them through

KEY RESPONSIBILITIES

• Assist with the monitoring of NOI, expense and other variances through monthly and quarterly reporting


• Assist with property level budgeting and forecasting for the operating portfolio


• Conduct variance analysis and provide commentary outlining key performance drivers. Work across cross functional teams as needed to provide insights into base level data


• Review property, operator and portfolio level financial statements including, but not limited to, income statement, balance sheet, cash flow statements, rent rolls and capital expenditure statements


• Participate in regular performance meetings with operators and segment level leadership


• Assist in the review and analysis of operator-provided annual budgets and reforecast budgets including operating expenses, revenue assumptions, and capital expenditures


• Assist in the review of quarterly reforecasting process, including operating expenses, revenue assumptions, and capital expenditures


• Property level and operator level reporting trend analysis, active involvement with Asset Management and Investment teams on compilation of market studies, competitive analysis and strategy


• Monitoring property and operator level performance metrics and preparing quarterly analysis and reports


• Conducting property visits and preparing property and local market assessments

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

COMPETENCIES

1. Strong critical and analytical thinking skills to analyze data trends and draw conclusions to drive more accurate forecasting


2. Intellectual curiosity toward learning business processes and implementing efficiencies which drive results


3. Technical aptitude – advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation of financial systems


4. Proven ability to manage and gather data across multiple systems and data sets


5. Strong communication - presentation, written, and verbal


6. Ability to self-motivate and work in a dynamic environment


7. Ability to work independently


8. A positive and professional attitude

TRAVEL

Some out-of-area and overnight travel may be expected. 10-15% domestic travel

MINIMUM REQUIREMENTS

Experience: 1-2 years of experience in real estate and/or finance. Previous real estate financial modeling experience, preferred. Strong proficiency in MS Excel required.

Education: Bachelor’s Degree required, preferably in Finance or Business Administration. 

Applicants must be able to pass a pre-employment drug screen.

WHAT WE OFFER

• Competitive Base Salary + Annual Bonus


• Generous Paid Time Off and Holidays


• Employer-matching 401(k) Program + Profit Sharing Program


• Student Debt Program – we’ll contribute up to $10,000 towards your student loans!


• Tuition Assistance Program


• Employee Stock Purchase Program – purchase shares at a 15% discount


• Comprehensive and progressive Medical/Dental/Vision options


• Summer Hours Program


• Hybrid Work Schedule - work from home on Monday & Friday


• And much more! https://welltower.com/newsroom/careers/
  

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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