Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
Similar Jobs
Investment Analyst (6741)
Health Care REIT, Inc.
Toledo, OH
Apply Now >
Senior Analyst, Sales Use and Property Tax
Holcim (US) Inc. A member of LafargeHolcim
Dundee, MI
Apply Now >
Software Engineer
Omni One
Toledo, OH
Apply Now >
Pharmacy Business Analyst I/II/III/Consultant **job family** (any Anthem location): PS4029
Anthem Insurance Companies, Inc
Toledo, OH
Apply Now >
View more jobs in Toledo, OH
View more jobs in Ohio
View Similar Jobs

Job Details

Investment Analyst

Company name

Toledo, OH

Apply for this job

2 hit(s)  



At Welltower Inc. (NYSE:WELL) we are driving innovation in health care infrastructure and delivery. We envision a new model of care that revolves around wellness – living well, aging well and keeping people out of the hospital. We partner with leading seniors housing and post-acute-care providers and with health systems to fund innovative solutions designed to keep patients out of higher cost, higher acuity settings while delivering better treatment at a lower cost. Our impact will be profound as we advance our work, our mission, and continue to assemble a diverse, talented, performance-focused team of employees.


Investment Analysts are responsible for analyzing potential investments in seniors housing, post-acute care and outpatient medical. Key responsibilities include underwriting potential acquisition and development opportunities; operator/client credit analysis; review and analysis of business plans, management teams, budgets and financial statements, both at the company-wide and individual property or portfolio level. The Investment Team is at the forefront of the growth of the business and has ownership of working on all new investments from the initial valuation and deal structuring through detailed due diligence and closing.


  • Perform financial analysis and forecasting

  • Perform real estate valuation

  • Produce market analysis/site selection

  • Conduct demographic and utilization analysis

  • Research credit analysis

  • Business place review

  • Review legal document

  • Monitor and evaluate operator and property performance

  • Summarize and report asset management findings to management

  • Participate in monthly and quarterly meetings with operators


The Investment Analysts will work report directly to the Vice President, Investments and will closely with the following departments:

Business Development: Work with Business Development with respect to evaluating new acquisition and development opportunities.

Accounting & Tax: Work with the Accounting and Tax departments on the underwriting of new investments to ensure the appropriate and desired accounting/tax treatment is realized, along with ensuring any identified, related risks are mitigated.

Legal: Partner with legal to ensure efficient and effective real estate closings.

Asset Management: Work with Asset Management to capture relevant financial information from Operators.


Education: Bachelor’s degree in related field required. MBA preferred when appropriate.

Experience: A minimum of 0-2 years relevant work experience.


  • Project management

  • Working knowledge of Microsoft Office Suite and other relevant software systems

  • Organizational savvy and finesse

  • Interpersonal communication

  • Analytical

  • Ability to work independently

  • A positive and professional attitude


Welltower values the following competencies:

•Quality of Work


•Communication and Teamwork

•Initiative and Leadership

•Customer Focus / Service

The work environment is characteristic of those found in a typical office environment. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions.

Welltower is a drug-free and nicotine-free employer.

Welltower and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any legally protected status or characteristic. Minority/Female/Disability/Veteran.

Company info


Company Profile

EmploymentCrossing was helpful in getting me a job. Interview calls started flowing in from day one and I got my dream offer soon after.
Jeremy E - Greenville, NC
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
BusinessAnalystCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
BusinessAnalystCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2018 BusinessAnalystCrossing - All rights reserved. 169