Associate, Investment Management
4 weeks ago
**Description**
Revera owns and operates retirement residences and long term care homes in the senior living sector.
**Purpose. Passion. People.**
We are purpose driven. We are passionate. We are connected. We are truly out to live our best lives, as we come together to help others live theirs. Join our team today and build your career with us.
**Mission**:
Reporting to the VP of Investment Management, the Associate - Investment Management is responsible for providing support to the Investment Management team. This would include working closely with the Manager - Investment Management, and Analyst - Investment Management on all aspects of investment processes.
**Key Outcomes**:
- Execute investment management initiatives to support the company’s strategic plan;
- Effectively work with the team for successful investment process outcomes. Investments may include real estate and management platform acquisitions/dispositions, developments, and venture capital, under wholly owned, joint venture and private equity structures;
- Review and manipulate financial models to support due diligence, and support investment decisions for real estate and management platform acquisitions, developments, corporate strategy and divestitures;
- Improve upon existing investment management templates and processes; and
- Train and coach Investment Management analysts to ensure a robust pipeline of talent and positive team culture.
**Key Responsibilities**:
- Work with the Manager and coach analyst through the entire investment process for a successful outcome with the following expectations: Mastery of and ability to coach others on (a) accurate financial modeling focused on business decisions; (b) creation and implementation of data-based assumptions; (c) physical asset knowledge and judgment; (d) financing process and underwriting implications; (e) specific market knowledge; and (f) drawing conclusions from analyses and effective communication thereof;
Build expertise in broader market understanding, partner origination and management, financing process, comprehensive due diligence, closing processes both internal and external;
Work with the Manager on building skillsets in partner and relationship management, debt origination and negotiations, and legal negotiations and documentation.
- Review cash flow models, sensitivity tables, rent roll analyses, waterfall models, and other financial analyses required to evaluate, pursue, and close seniors housing investment opportunities
- Effectively communicate through written investment memos and verbal presentations both internally and externally, with expected fluency in speaking to (i) topics, building fluency and confidence in (ii) topics, and learning how to synthesize and succinctly summarize (iii) topics.
- Deliver insightful analyses of market opportunities and drive valuation and strategic analyses of opportunities;
- Provide analytical support and coordinate activities with respect to conducting due diligence on various opportunities;
- Support strategic and corporate initiatives, creating written communication materials and conducting analyses as required;
- Support in the research and/or analysis of ad-hoc requests;
- Build effective relationships with colleagues internally and with operators, capital partners, lenders and other industry stakeholders externally;
- Develop and maintain business relationships with counterparties in the marketplace;
- Uphold and promote the organization’s values and philosophy relating particularly to ethics, morality, and integrity as set out in Revera’s Code of Conduct; and
- To complete other duties as assigned.
**Required Education, Credentials and Experience**:
- Bachelor’s degree in Business Administration, Finance or Accounting;
- 2-4 years of experience in investment management, corporate development, investment banking, private equity, accounting and/or consulting;
- Strong analytical skills, and fluency in performing financial, valuation and quantitative analyses in a partnership or M&A setting;
- Ability to formulate insights around complex business problems;
- High degree of proficiency in Microsoft Office - particularly Excel and PowerPoint;
- Ability to interpret financial statements and financial information;
- Exceptional oral and written communication skills; able to articulately present and debate recommendations;
- Ability to work with cross-functional teams, both internally and externally;
- Proficiency working within a large scale, regulated operations environment;
- High attention to detail, accuracy and presentation while delivering work in timely manner;
- Ability to research topics effectively; and
- Strong communication, interpersonal, and organizational skills and ability to work independently.
- Vaccines are a proven, safe and powerful weapon in our battle against COVID-19. Now that vaccines are widely available and recognizing that many of our staff are already vaccinated, vaccination will be a cond
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