Senior Analyst - Investments (Senior Housing)

Make an impactThe Senior Analyst – Investments (Senior Housing) will support the Investment Team in achieving portfolio performance objectives through financial analysis, asset management support, and transaction underwriting. This individual will report directly to the Director of Investments, collaborating closely with senior leadership on strategic investment initiatives.The Analyst will play a key role across transactions, asset management, financial reporting, and operational analysis within the senior housing portfolio.Transactions (Acquisitions & Dispositions)Evaluate and analyze potential acquisition and disposition opportunities within the senior housing sectorPerform comprehensive market research and competitive analyses using demographic, operational, and market dataBuild, maintain, and manipulate investment underwriting and valuation models in ExcelAnalyze historical operating performance, including rent rolls, labor metrics, occupancy trends, and expense structures to identify risks and opportunitiesPrepare investment committee memoranda, presentations, and supporting materials for internal reviewAssist with all phases of transaction execution, including due diligence, underwriting, marketing materials, and closing processesSupport financial modeling, valuation analysis, hold/sell analysis, and investment return projectionsCoordinate with internal stakeholders, brokers, lenders, attorneys, and third-party consultants throughout transaction processesAssist with disposition analyses, buyer diligence requests, and transaction reportingAsset Management & Portfolio AnalyticsAssist in the development and enhancement of asset management reporting and analytical tools to support strategic decision-makingCompile and analyze occupancy, census, sales, and marketing performance metricsPrepare monthly financial review packages highlighting budget variances, operational trends, and value-creation opportunitiesMonitor property performance against underwriting assumptions and business plansSupport portfolio reporting and ad hoc financial analyses for senior leadershipParticipate in special projects and cross-functional initiatives as neededWhat You Should BringBachelor’s degree in Finance, Accounting, Real Estate, Economics, or a related discipline1–3 years of relevant professional experience in real estate finance, acquisitions, dispositions, valuation/advisory, investment banking, private equity, operational accounting, or capital marketsAdvanced proficiency in Microsoft Excel, including financial modeling and analytical functionsStrong quantitative, analytical, and problem-solving abilitiesExcellent written and verbal communication skillsAbility to synthesize complex financial and operational data into actionable insightsProficiency in Microsoft PowerPoint and presentation developmentHighly organized with strong attention to detail and ability to manage multiple priorities in a fast-paced environmentSelf-starter with strong intellectual curiosityCollaborative team player with a proactive mindsetStrong critical thinking and decision-making capabilitiesInterest in real estate investments and senior housing operationsFamiliarity with AI-powered productivity and analytical tools, including the ability to leverage artificial intelligence for financial analysis, reporting automation, market research, and operational insightsExperience utilizing emerging technologies and data-driven tools to improve efficiency, decision-making, and business intelligence processesWhat You Can Be Part OfYou’ll be joining a highly collaborative team committed to supporting each other’s growth and development through strong partnership and continuous learning. The role offers the opportunity to work closely with a diverse network of brokers and stakeholders, making it both dynamic and engaging. This team plays a vital role in driving operational excellence and supporting key management initiatives.We value dedication, teamwork, and motivation, while also prioritizing a healthy work-life balance. Team members are encouraged to think creatively and seek out innovative solutions to enhance processes and drive continuous improvement.Benefits OverviewBridge Investment Group offers a comprehensive and competitive benefits package designed to support the health, financial security, and well‑being of our employees. Benefits eligibility and availability vary based on position, employment status (full‑time or part‑time), and length of service, and are subject to change in accordance with plan terms. This summary highlights key benefits and does not constitute a guarantee of coverage. Specific benefits and eligibility requirements will be provided at the time of offer.Benefits May IncludeHealth & Insurance BenefitsComprehensive insurance options, including Medical, Dental, and VisionOptional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet InsuranceCompany‑paid Life Insurance, with the option to purchase additional coverageCompany‑paid Long‑Term Disability coverageAccess to a benefits concierge service for personalized supportAccess to mental health and well‑being resourcesRetirement401(k) Plan with dollar‑for‑dollar company match up to 6% of payContributions are fully vested immediatelyEligible employees are automatically enrolled at a 4% contribution rateEligibility requires a minimum age of 21 and at least 60 days of serviceTime Away From WorkPaid Time Off (PTO)11 paid holidays annuallyParental LeaveFollowing six (6) months of employment, eligible employees may receive:Four (4) weeks of paid parental leave as a primary caregiver, orTwo (2) weeks of paid parental leave as a secondary caregiverFollowing two (2) years of employment, eligible primary caregivers may receive up to twelve (12) weeks of paid parental leave per birth, adoption, or placementLearning & DevelopmentTuition Reimbursement of up to $5,000 per year for pre‑approved education expensesRepayment obligations may apply if employment ends prior to 24 monthsWe at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email talentsupport@bridgeig.com.Want to talk with someone about Bridge Culture?At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.How It WorksCulture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.Why ParticipateYou get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.Personalized Connection: Connect with an employee who resonates with your professional interests.Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.