Financial Planning and Analysis

• Handle all areas of due diligence, underwriting, deal modeling, and closing for acquisition and development opportunities across various markets and asset classes with varying investment structures and risk profiles.
• Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors.
• Assist senior Transactions professionals in deal structuring, financing, and negotiation of deal terms.
• Alongside other senior members of the team, develop and cultivate strong relationships with real estate owners, operators, brokers, investment bankers, joint venture partners, and other industry players.
• Work closely with asset management teams to monitor operational activity across existing portfolio, validate underwriting, and create business plans for new investments as well as provide support for existing assets and relationships as necessary.
• Work as part of a small team of junior professionals to maximize productivity of the Transactions team, support each other with complementary expertise, and work together to develop the skillsets of analysts and interns.

Investment Analyst, Equity Transactions

Commercial Finance Manager

Senior Financial Analyst

Senior Manager, Strategic Planning, Network Strategy & Provider Experience

Finance Tax Analyst

Senior Strategic Planning Manager