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