Make an impact
The 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 sector
Perform comprehensive market research and competitive analyses using demographic, operational, and market data
Build, maintain, and manipulate investment underwriting and valuation models in Excel
Analyze historical operating performance, including rent rolls, labor metrics, occupancy trends, and expense structures to identify risks and opportunities
Prepare investment committee memoranda, presentations, and supporting materials for internal review
Assist with all phases of transaction execution, including due diligence, underwriting, marketing materials, and closing processes
Support financial modeling, valuation analysis, hold/sell analysis, and investment return projections
Coordinate with internal stakeholders, brokers, lenders, attorneys, and third-party consultants throughout transaction processes
Assist with disposition analyses, buyer diligence requests, and transaction reporting
Asset Management & Portfolio Analytics
Assist in the development and enhancement of asset management reporting and analytical tools to support strategic decision-making
Compile and analyze occupancy, census, sales, and marketing performance metrics
Prepare monthly financial review packages highlighting budget variances, operational trends, and value-creation opportunities
Monitor property performance against underwriting assumptions and business plans
Support portfolio reporting and ad hoc financial analyses for senior leadership
Participate in special projects and cross-functional initiatives as needed
What you should bring
Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related discipline
1-3 years of relevant professional experience in real estate finance, acquisitions, dispositions, valuation/advisory, investment banking, private equity, operational accounting, or capital markets
Advanced proficiency in Microsoft Excel, including financial modeling and analytical functions
Strong quantitative, analytical, and problem-solving abilities
Excellent written and verbal communication skills
Ability to synthesize complex financial and operational data into actionable insights
Proficiency in Microsoft PowerPoint and presentation development
Highly organized with strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Self-starter with strong intellectual curiosity
Collaborative team player with a proactive mindset
Strong critical thinking and decision-making capabilities
Interest in real estate investments and senior housing operations
Familiarity with AI-powered productivity and analytical tools, including the ability to leverage artificial intelligence for financial analysis, reporting automation, market research, and operational insights
Experience utilizing emerging technologies and data-driven tools to improve efficiency, decision-making, and business intelligence processes
What you can be part of
You'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 Overview
Bridge 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 include:
Health & Insurance Benefits
Comprehensive insurance options, including Medical, Dental, and Vision
Optional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet Insurance
Company‑paid Life Insurance, with the option to purchase additional coverage
Company‑paid Long‑Term Disability coverage
Access to a benefits concierge service for personalized support
Access to mental health and well‑being resources
Retirement
401(k) Plan with dollar‑for‑dollar company match up to 6% of pay
Contributions are fully vested immediately
Eligible employees are automatically enrolled at a 4% contribution rate
Eligibility requires a minimum age of 21 and at least 60 days of service
Time Away From Work
Paid Time Off (PTO)
11 paid holidays annually
Parental Leave
Following six (6) months of employment, eligible employees may receive:
Four (4) weeks of paid parental leave as a primary caregiver, or
Two (2) weeks of paid parental leave as a secondary caregiver
Following two (2) years of employment, eligible primary caregivers may receive up to twelve (12) weeks of paid parental leave per birth, adoption, or placement
Learning & Development
We 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 Works:
Culture 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 Participate:
You 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.