Investments Associate jobs in United States
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MorningStar Senior Living · 2 days ago

Investments Associate

MorningStar Senior Living is focused on creating a transformative culture to elevate the lives of its resident-heroes. The Investments Associate will oversee investment analysis and asset management strategies to drive growth and performance across the company's senior housing communities.

Elder CareHealth CareNon ProfitRetirement
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H1B Sponsor Likelynote

Responsibilities

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
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
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
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

Qualification

Real estate investmentsFinancial modelingAsset managementExcel proficiencyProject managementRelationship managementAnalytical skillsCommunication skills

Required

Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect
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

Benefits

MorningStar's full benefit package

Company

MorningStar Senior Living

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At MorningStar, it’s in the air. You can feel it.

H1B Sponsorship

MorningStar Senior Living has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)

Funding

Current Stage
Late Stage

Leadership Team

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Eric Spencer - CPA, MBA
Chief Financial Officer
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Chris Livesay, SPHR
Chief Human Resources Officer
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Company data provided by crunchbase