Atria Senior Living

  • Senior Investment Analyst - Atria Senior Living

    Job Locations USA-KY-Louisville Metro
    Community Name
    Atria Senior Living
    Requisition ID
  • Overview

    Atria Senior Living is a leading operator of independent living, assisted living, supportive living, and memory care communities in 190 locations in 27 states and seven Canadian provinces. We are the residence of choice for more than 21,000 seniors, and the workplace of choice for more than 14,600 employees. We create vibrant communities where older adults can thrive and participate, know that their contributions are valued, and enjoy access to opportunities and support that help them continue making a difference in our world. 


    Atria is an equal opportunity employer.  Atria provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, age, national origin, disability, veteran status, or any other classification protected by applicable law.  Atria also does not condone or tolerate an atmosphere of intimidation or harassment based on these protected classifications.  We require the cooperation of all employees in maintaining a discrimination-free and harassment-free work environment.


    The Finance and Analytics department is the central analytical engine of the Company, driving thoughtful strategic planning, financial analysis, competitive intelligence, and operational analysis.  The Senior Investment Analyst is a key member within the department’s underwriting and investment analysis team, focused on analyzing and assessing acquisition and real estate development opportunities.


    The position’s primary focus will be a combination of (i) market research – crafting market and economic analyses; (ii) financial underwriting – modeling and supporting analyses; and (iii) executive presentation – presentations and business plans to senior management and investment partners.


    Market Analysis

    • Collect data on consumers, competitors and the marketplace; and consolidate information into actionable items, reports and presentations.
    • Analyze market demand (demographics) to identify trends and opportunities.
    • Research current and prospective market supply (product, positioning and price), including competitive intelligence on rates, occupancies and construction.



    • Develop detailed financial models to aid the prioritization of investments and project approval.
    • Assist with preparation of executive presentations and strategic business plans for prospective investments.


    Reporting and Presentation

    • Assist with the preparation of periodic briefings for Company management by completing tasks including, but not limited to:
      • Analyzing historical performance of completed projects.
      • Tracking in-progress projects.


    May perform other duties as needed and/or assigned.




    • Bachelor’s degree required (preferably in business).  MBA preferred.
    • Five (5) to seven (7) years of strategic planning, market and/or financial analysis experience preferred (real estate and/or seniors housing a plus).
    • May require limited travel (10-20%) on behalf of the Company.


    Analytical / Technical

    • Strong understanding of strategic analysis and market research.
    • Exposure to financial models, underwriting and financial analysis.
    • Ability to interpret large amounts of data and to multi-task.
    • Ability to conduct both qualitative and quantitative analysis of data.
    • Strong strategic thinking, attention to detail, creativity, and execution skills.
    • Strong reporting skills (utilizing a geospatial platform a plus).
    • Strong computer skills, including the use of Microsoft Excel and the full Microsoft Office Suite.



    • Experience presenting to senior management.
    • Strong communication skills, both written and verbal.


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