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Associate, Asset Management & Investments

Associate, Asset Management & Investments

WelltowerDallas, TX, US
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Associate, Asset Management & Investments

Welltower is a leading real estate investment firm focused on acquiring and managing exceptional properties across the United States, Canada, and the United Kingdom. Our investments are centered on seniors housing, outpatient medical facilities, and age-restricted multifamily properties, aiming to scale innovative care delivery models and enhance the wellness and healthcare experience.

We seek experienced and analytical real estate professionals to join our investment and asset management teams. The ideal candidate will combine expertise in multifamily or hospitality operations with a desire to innovate and enhance customer experiences in the growing 55+ and Independent Living residential segments. This role involves analyzing and executing investments, overseeing asset performance, and collaborating with operational partners to drive value and improve outcomes for residents and stakeholders.

As part of our continued commitment to investing in the future of healthcare and senior living, we recently announced a $2 billion private fund to further drive our impact in these essential asset classes. This role plays a key part in executing on that strategy through the following responsibilities :

  • Investment Analysis & Execution
  • Analyze and underwrite potential acquisitions and development opportunities for seniors housing, outpatient medical, and age-restricted multifamily properties.
  • Conduct detailed financial modeling, including valuations, pro forma cash flow analyses, and return assessments.
  • Participate in the full transaction cycle, including market research, due diligence, structuring, and closing.
  • Asset Management
  • Collaborate with the Asset Management and Investment team leaders to optimize portfolio performance.
  • Conduct site visits to evaluate property operations, marketing, and sales processes, identifying and addressing issues or opportunities with operational partners.
  • Monitor and evaluate local market conditions to influence pricing strategies and drive occupancy.
  • Assist in reviewing monthly operator performance, variance analyses, and strategic planning.
  • Strategic Collaboration & Presentation
  • Partner with internal teams to analyze demographics and psychographics of target markets.
  • Prepare and present investment committee materials, highlighting underwriting, risks, due diligence, and transaction strategies.
  • Develop and implement business plans, budgets, and financial analyses to support strategic objectives.

Other duties may include :

Significant out-of-area and overnight travel is expected.

Minimum requirements :

  • A minimum of 2-3 years of relevant work experience in commercial real estate or healthcare investing, asset management, lending, investment banking, or investment sales.
  • Proficiency in real estate modeling including valuations, returns, and waterfall distributions.
  • Intermediate / Advanced proficiency in Microsoft Excel required.
  • Working knowledge of ARGUS.
  • Education :

  • BS or BA in Finance, Economics, or similar business or analytical field required.
  • Applicants must be able to pass a pre-employment drug screen.

    What we offer :

  • Competitive Base Salary + Annual Bonus
  • Generous Paid Time Off and Holidays
  • Employer-matching 401(k) Program + Profit Sharing Program
  • Student Debt Program we'll contribute up to $10,000 towards your student loans!
  • Tuition Assistance Program
  • Employee Stock Purchase Program purchase shares at a 15% discount
  • Comprehensive and progressive Medical / Dental / Vision options
  • And much more!
  • About Welltower

    Welltower Inc. (NYSE : WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

    Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

    Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors our North Star.

    Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE / AA. Minority / Female / Sexual Orientation / Gender Identity / Disability / Vet.

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