Senior Associate / Manager of Investments - Senior Living
This is a full-time, on-site position based in Irvine
Salary range: $130,000- $170,000
Oakmont Management Group is looking for a Senior Associate or Manager of Investments to join our team within our headquarters in Irvine, CA.
The Senior Associate or Manager of Investments will be a key member of Oakmont’s growing finance organization and help support the company’s continued growth. Oakmont develops, operates and invests in luxury assisted living and memory care communities throughout California, Colorado, Hawaii and Nevada.
Essential Job Functions
- Support the company’s Investments function
- Create and maintain various financial, market and investment models
- Evaluate development and acquisition opportunities, including analysis of markets, investment returns and pro forma property performance
- Prepare pro forma and investment returns analyses of property-level capital improvements
- Perform various ad-hoc projects and financial analyses as needed
- Liaise with all transaction parties, including brokers, attorneys, capital providers and ownership groups
- Participate in the review and negotiation of transaction documents
- Manage, mentor and further develop Analysts
Position Requirements
- This position is in-office Monday-Friday at Oakmont’s headquarters in Irvine, CA
- Prior experience in investment analysis, real estate investments or senior housing (senior living) underwriting is required
- Must have a strong work ethic and be a self-starter
- Strong analytical and quantitative skills with attention to detail
- Advanced Excel knowledge and modeling experience
- Firm understanding of key finance and economic principles
- Prior experience working with stakeholders across real estate investments
- Familiarity with key real estate transaction documents
- +/- 5 years of relevant experience, flexible depending on type and depth of experience
- Bachelor’s degree in Finance, Economics, Real Estate, or a quantitative field is preferred
Why should you choose a career with Oakmont?
- 401k Retirement Plan & Life Insurance
- Medical, Dental and Vision benefits
- Vacation, Personal Day, Sick Pay, Holidays
- Student Loan Refinancing
- Pet Insurance
- LifeCare, Employee Assistance Program
- Emergency Family Fund
- Career Growth, Relocation and Travel Opportunities
Oakmont Management Group, based in Irvine, California, is a recognized leader in the senior living industry that manages a portfolio of communities under the Oakmont Senior Living and Ivy Living brands. OMG serves thousands of seniors across communities in California, Colorado, Nevada, and Hawaii. At OMG, we strive to create an atmosphere of family and community among team members, residents, and resident family members. We know that caring and meaningful relationships are the foundation of a rewarding life, and our team is hand-selected for their skills, previous experience, and passion for working with the elderly. Our practice is to incorporate joy and laughter alongside our expectations of excellence. Walk into our communities and feel our pride of ownership and commitment to service.
Oakmont Management Group is an Equal Opportunity Employer.
Skills Required
- Prior experience in investment analysis, real estate investments, or senior housing underwriting
- Strong analytical and quantitative skills with attention to detail
- Advanced Excel knowledge and financial modeling experience
- Firm understanding of key finance and economic principles
- Prior experience working with stakeholders across real estate investments
- Familiarity with key real estate transaction documents
- Approximately five years of relevant experience, flexible based on experience type and depth
- Bachelor's degree in Finance, Economics, Real Estate, or a quantitative field
- Strong work ethic and self-starter attitude
What We Do
Oakmont Senior Living is a renowned leader in the retirement industry, operating 80 luxury senior living communities across California, Nevada, and Hawaii. The company provides exceptional personalized care and specialized memory care services to over 8,000 seniors, focusing on delivering excellence and maintaining high standards of service to create a safe, nurturing, and enriching retirement environment.
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