Senior Financial Analyst-Seniors Housing Investment Sales
ORIX Corporation USA, Chicago, IL, United States
Purpose And Job Summary
Lument, a subsidiary of ORIX USA, provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate. The firm offers investment banking, mortgage banking, private equity, direct balance sheet lending, investment sales, and mergers and acquisitions.
The Investment Sales Senior Financial Analyst focuses exclusively on the sale of seniors housing real estate transactions. The role involves underwriting, market research, property tours, preparation of offering memorandums, marketing, term sheet negotiation, closing, and client meetings/events within a high‑energy, team‑focused environment.
Essential Duties And Responsibilities
Prepare investment sales advisory packages and submissions for commercial real estate transactions, including research, financial modeling, and composition of executive summaries.
Perform complex financial modeling of commercial real estate transactions and utilize market and data/comps to correctly underwrite a transaction, including calculation of Internal Rates of Return.
Prepare valuation analysis and marketing materials such as Broker Opinion of Value (BOVs), Offering Memorandums (OMs), and work with investor clients to understand current and projected value of investment real estate assets.
Manage the due diligence process and drive the marketing and closing processes for each transaction, maintaining constant communication with the Producer, team, and client. Use marketing insights to assist clients in making decisions related to their business plans and capital structure.
Operate databases effectively and determine which data to use for trend analysis and pitch preparation.
Review real estate documents (historical financial operating reports, leases, loan documents, appraisals, etc.) to determine the best path forward, and possess above‑average Excel skills.
Travel Requirements Less than 10% travel.
Education, Skills And Experience
Bachelor of Science degree in Real Estate, Finance, Business Administration, or a related field.
Minimum of two years’ experience in a financial analysis environment.
Required
Strong Excel skills with the ability to build, modify, and manage underwriting and valuation models efficiently.
Preferred
Previous seniors housing industry experience.
Salary & Benefits Annual base salary gross: $75,000 – $90,000 (IL only). The role is eligible for production incentive and includes cash bonuses, long‑term incentives, health insurance, accident and life insurance, and retirement benefits. See the Benefits page for additional information.
Benefits Life at ORIX We are committed to the health and well‑being of our employees and offer a competitive benefits package that supports healthcare, financial protection, and a healthy work/life balance.
You Time Competitive vacation policy, floating personal holidays, extensive leave options, annual observed holidays, and more.
Family Care Benefits include infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave.
Flexible Work Arrangements Hybrid working model with a 3‑day in‑office minimum requirement.
ORIX USA is an equal opportunity employer providing equal employment opportunities (EEO) and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status, or any other status protected by law.
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The Investment Sales Senior Financial Analyst focuses exclusively on the sale of seniors housing real estate transactions. The role involves underwriting, market research, property tours, preparation of offering memorandums, marketing, term sheet negotiation, closing, and client meetings/events within a high‑energy, team‑focused environment.
Essential Duties And Responsibilities
Prepare investment sales advisory packages and submissions for commercial real estate transactions, including research, financial modeling, and composition of executive summaries.
Perform complex financial modeling of commercial real estate transactions and utilize market and data/comps to correctly underwrite a transaction, including calculation of Internal Rates of Return.
Prepare valuation analysis and marketing materials such as Broker Opinion of Value (BOVs), Offering Memorandums (OMs), and work with investor clients to understand current and projected value of investment real estate assets.
Manage the due diligence process and drive the marketing and closing processes for each transaction, maintaining constant communication with the Producer, team, and client. Use marketing insights to assist clients in making decisions related to their business plans and capital structure.
Operate databases effectively and determine which data to use for trend analysis and pitch preparation.
Review real estate documents (historical financial operating reports, leases, loan documents, appraisals, etc.) to determine the best path forward, and possess above‑average Excel skills.
Travel Requirements Less than 10% travel.
Education, Skills And Experience
Bachelor of Science degree in Real Estate, Finance, Business Administration, or a related field.
Minimum of two years’ experience in a financial analysis environment.
Required
Strong Excel skills with the ability to build, modify, and manage underwriting and valuation models efficiently.
Preferred
Previous seniors housing industry experience.
Salary & Benefits Annual base salary gross: $75,000 – $90,000 (IL only). The role is eligible for production incentive and includes cash bonuses, long‑term incentives, health insurance, accident and life insurance, and retirement benefits. See the Benefits page for additional information.
Benefits Life at ORIX We are committed to the health and well‑being of our employees and offer a competitive benefits package that supports healthcare, financial protection, and a healthy work/life balance.
You Time Competitive vacation policy, floating personal holidays, extensive leave options, annual observed holidays, and more.
Family Care Benefits include infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave.
Flexible Work Arrangements Hybrid working model with a 3‑day in‑office minimum requirement.
ORIX USA is an equal opportunity employer providing equal employment opportunities (EEO) and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status, or any other status protected by law.
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