Investment Analyst

The Investment Analyst is responsible for providing analysis and support of all aspects of the investment process for new senior housing investment opportunities, including property and/or platform acquisitions as well as ground-up development projects. This includes working closely with members of the Investments team as well as other LCS team members in financial analysis, written memorandums, investment metrics, benchmarking, internal reporting, as well as supporting efforts in underwriting, due diligence, and portfolio management.

At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you’ll love working here. Our principles and hospitality promises define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace.

You’ll find several opportunities to grow as a professional, serve the community, and enhance the lives of seniors.

• Models and evaluates risks and returns for investment opportunities.
• Works closely with internal and external parties to support a fast-paced, deadline-driven pipeline of acquisition opportunities.
• Performs financial modeling and valuation analysis. Prepares models and analyses for various structures, including joint ventures/partnership structures.
• Drives decision-making through macro-and micro-level site and demographic analysis.
• Interacts with brokers, sellers, and investment bankers to accurately understand and determine transaction assumptions, facts, and risks necessary to properly evaluate an opportunity.
• Assists in the writing of Investment Memorandums and Investment Committee presentations.
• Supports the due diligence effort for new acquisitions and developments including working closely with internal teams in matters relating to financial analysis, legal document drafting and negotiation, and coordination of internal and external diligence reports.
• Interacts with in-house and outside legal counsel, internal subject matter experts, tax experts, brokers and investment bankers.
• Consults and troubleshoots in the onboarding of new communities, including process review and improvement.
• Supports the transaction closing process including preparing/reviewing closing statements, calculation of pr orations, and schedule preparation.

• Coordinate all aspects of disposition, including management of due diligence request lists, virtual data rooms, document collection, and transaction timelines through closing.
• Serve as a primary point of contact for brokers, prospective buyers, equity partners, lenders, attorneys, and other transaction participants to facilitate efficient information flow and timely resolution of diligence items.
• Manage internal communication and reporting efforts by coordinating with operations, accounting, legal, finance, and executive leadership teams to gather transaction-related information and ensure stakeholder alignment.
• Track and drive completion of key transaction milestones, including buyer diligence requests, management meetings, site visits, lender activities, purchase agreement negotiations, and closing deliverables.
• Prepare transaction status reports, diligence summaries, and executive presentations, ensuring leadership is informed of transaction progress, key risks, critical deadlines, and strategic considerations throughout the disposition or recapitalization process.

• Provides periodic reporting on the status of the investment pipeline (Investment Tracker, Pipeline Report, Investment Database, and Radar Report).
• Benchmarks transactions and their ultimate performance against other transactions in the industry.
• Monitors industry news and transactions to understand market trends and strategies of competitors.
• Works with Investments, other Investment teams, and Senior Living Management teams to provide additional supporting investment analysis and benchmarking…