Atria Senior Living, Inc.
Responsibilities
The Investments department is responsible for evaluating, executing, and managing strategic investment opportunities for the Company, including acquisitions, joint ventures, ground-up developments, redevelopments, and financings. The Investment Analyst is a key member of the team, supporting all aspects of the investment process from sourcing and initial underwriting through transaction closing and ongoing asset management.
This position primarily will function as a combination of (i) financial underwriting – building and maintaining detailed excel models to evaluate investments and financings; (ii) market and portfolio analysis – research and benchmarking to inform strategy and investment decisions; and (iii) deal execution – supporting due diligence process, internal approvals and communication, and facilitating communication with capital partners and lenders.
Investment & Project Evaluation
Develop and maintain detailed financial models for acquisitions, ground-up developments, and redevelopments across a variety of ownership and financing structures
Analyze property operating performance, historical financials, and underwriting assumptions
Research and analyze local markets, demographics, and transaction activity to identify trends and opportunities
Assist in the preparation of investment memoranda, executive presentations, and strategic business plans
Deal Execution
Coordinate the flow of information across internal teams (operations, finance, legal) and third-party consultants during due diligence
Review and synthesize findings from legal, market, and physical due diligence reports
Support transaction structuring, including debt/equity capitalization and sensitivity analyses
Track deal process, maintain checklists, and ensure timely communication of key items to superiors
Reporting and Presentation
Monitor ongoing performance of portfolio assets relative to underwriting and business plans
Benchmark operating and financial performance against peers, market data, and industry trends
Support periodic reporting to senior management, capital partners, and lenders
May perform other duties as needed and/or assigned.
Qualifications
Bachelor’s degree required (preferably in Finance, Economics, Business, or related field)
One (1) or more years of financial analysis, strategic planning, and/or market research experience (real estate and/or seniors housing experience is a plus). Understanding of transactional finance concepts (NPV/DCF/IRR, sources and uses, debt structuring, capitalization, returns analysis)
Strong financial modeling and valuation skills (advanced Excel proficiency required)
Ability to interpret financial statements (P+Ls), operating data, and market research and demographic data
Proficiency in Microsoft Office Suite (PowerPoint, Word, Outlook)
Strong written and verbal communication skills, with the ability to present analyses and recommendations clearly and persuasively
Experience preparing materials for senior management and external stakeholders preferred
May require limited travel (10%) on behalf of the Company.
Position requires driving responsibilities (may use Company provided vehicle and/or personal vehicle).
Must possess valid driver’s license.
Must satisfactorily meet and be in compliance with Atria Motor Vehicle Policy standards.
Must successfully complete all Atria‑specified training programs.
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This position primarily will function as a combination of (i) financial underwriting – building and maintaining detailed excel models to evaluate investments and financings; (ii) market and portfolio analysis – research and benchmarking to inform strategy and investment decisions; and (iii) deal execution – supporting due diligence process, internal approvals and communication, and facilitating communication with capital partners and lenders.
Investment & Project Evaluation
Develop and maintain detailed financial models for acquisitions, ground-up developments, and redevelopments across a variety of ownership and financing structures
Analyze property operating performance, historical financials, and underwriting assumptions
Research and analyze local markets, demographics, and transaction activity to identify trends and opportunities
Assist in the preparation of investment memoranda, executive presentations, and strategic business plans
Deal Execution
Coordinate the flow of information across internal teams (operations, finance, legal) and third-party consultants during due diligence
Review and synthesize findings from legal, market, and physical due diligence reports
Support transaction structuring, including debt/equity capitalization and sensitivity analyses
Track deal process, maintain checklists, and ensure timely communication of key items to superiors
Reporting and Presentation
Monitor ongoing performance of portfolio assets relative to underwriting and business plans
Benchmark operating and financial performance against peers, market data, and industry trends
Support periodic reporting to senior management, capital partners, and lenders
May perform other duties as needed and/or assigned.
Qualifications
Bachelor’s degree required (preferably in Finance, Economics, Business, or related field)
One (1) or more years of financial analysis, strategic planning, and/or market research experience (real estate and/or seniors housing experience is a plus). Understanding of transactional finance concepts (NPV/DCF/IRR, sources and uses, debt structuring, capitalization, returns analysis)
Strong financial modeling and valuation skills (advanced Excel proficiency required)
Ability to interpret financial statements (P+Ls), operating data, and market research and demographic data
Proficiency in Microsoft Office Suite (PowerPoint, Word, Outlook)
Strong written and verbal communication skills, with the ability to present analyses and recommendations clearly and persuasively
Experience preparing materials for senior management and external stakeholders preferred
May require limited travel (10%) on behalf of the Company.
Position requires driving responsibilities (may use Company provided vehicle and/or personal vehicle).
Must possess valid driver’s license.
Must satisfactorily meet and be in compliance with Atria Motor Vehicle Policy standards.
Must successfully complete all Atria‑specified training programs.
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