Investment Associate

Investments Associate will play a critical role in driving MorningStar Senior Living’s growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships.

 

Key Responsibilities

Investment Management

• Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations.
• Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes.
• Monitor market trends and identify new investment opportunities aligned with company growth objectives.

Asset Management

• Oversee large-scale CapEx planning and execution across multiple communities.
• Manage 5-year CapEx plans, physical plant compliance, and TELS usage.
• Drive performance optimization through rate management, and annual rate increase reporting.
• Lead strategic planning and follow through for focus communities.
• Implement proactive strategies for internal transactions and capital call management.

Financial & Operational Oversight

• Prepare templates and review monthly reporting packages and performance dashboards.
• Lead initiatives for revenue optimization and expense control across the portfolio.
• Support equity relationships and investor reporting requirements.

Stakeholder Engagement

• Maintain and create strong relationships with capital partners.
• Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies.
• Participate in regular calls and updates with equity partners and internal leadership.

 

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business, or related field.
• 4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate.
• Strong financial modeling and analytical skills; proficiency in Excel and financial software.
• Excellent communication and relationship management skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

 

Compensation and Benefits

• Salary will be determined based on skills and experience of the candidate selected with an expected range of $85,000 - 95,000