Associate, Investments

WELLTOWER – REIMAGINE REAL ESTATE WITH US

Welltower, now the world’s largest real estate company by market capitalization, is continuing to grow at an exciting pace!

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday.

We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

ABOUT THE ROLE

Key responsibilities will include underwriting potential acquisition and development opportunities; conducting operator/client credit analysis; reviewing and analyzing business plans, management teams, budgets, and financial statements at both the company-wide and individual property or portfolio levels; participating in monthly and quarterly meetings with operators; leading annual budgeting and ongoing monitoring of real estate portfolios, and visiting communities. The role will involve significant client interaction, so strong interpersonal skills are essential. The Investment Team is at the forefront of the business’s growth and is responsible for all new investments, from initial valuation and deal structuring through detailed due diligence and closing, including seniors housing and age-restricted multifamily projects, among others.

KEY RESPONSIBILITIES

1. Investments and Financing:
   • Lead and perform underwriting potential acquisition and development opportunities including comprehensive property/portfolio-level financial analysis and return metrics
   • Participate in transaction negotiations, contributing ideas and observations
   • Participate during due diligence in all stages and components (financial, physical, legal and regulatory, tax etc.); identify relevant findings and escalate in a prompt manner
   • Participate in executing property/portfolio level financing strategies on acquisitions and/or re-financing post-closing
   • Collaborate with other team members to optimize and refine pro forma models and templates
2. Transaction Management:
   • Manage workstreams and coordinating among internal and external stakeholder throughout transaction and closing processes
   • Lead in drafting Investment Committee memos; field questions on IC meetings as needed
   • Participate in legal documentation and provide analytical support as needed
   • Participate in strategic discussions on the corporate level and provide analytical support as needed
3. Asset and Portfolio Management:
   • Manage the monthly, quarterly, and annual asset management processes for assigned portfolios with minimal oversight
   • Perform robust analysis on operating performance, derive and execute strategic plans
   • Establishes relationships with peers at assigned operators/investments. Utilizes those relationships to effectively deliver on asset management requirements.
   • Discern and escalate certain tactical and all key relationship issues on a timely manner

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

TRAVEL

Some out-of-area and overnight travel may be expected.

MINIMUM REQUIREMENTS

• Bachelor’s degree in related field required.
• A minimum of 4 years relevant work experience in direct real estate or healthcare investing, including principal investing, fund management, investment banking / investment sales, or lending.
• Intermediate understanding of real estate investment fundamentals including different investment structures – JVs, leases, loans.
• Proficiency in real estate modeling including valuations, returns, and waterfall distributions.
• French language skills are a plus but not required.

Employment is contingent upon the successful completion of a background check and verification of employment, education, and other credentials relevant to the position.

WHAT WE OFFER

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Employer-matching RRSP Program
• Comprehensive and progressive Medical/Dental/Vision options
• Professional Growth
• And much more! https://welltower.com/newsroom/careers/

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