Asset Management Analyst

When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives. Not only will you build meaningful relationships with residents, their families, and team members alike, you will also gain joy in serving others and deep fulfillment in your work. Explore how you can follow your passions and shed light on meaningful ways to serve, grow, and shine together.

Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 8th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of.

COMMUNITY NAME

Job ID

JOB OVERVIEW

The Asset Management Analyst supports value creation across Sunrise’s operating and development portfolios by collaborating with cross-functional teams to deliver financial insights that help to drive strategic decision-making and operational performance. This role analyzes both community-level and portfolio-wide performance, identifies trends and improvement opportunities and contributes to operational initiatives that enhance asset value. The Asset Management Analyst will also assist with financial modeling, variance analysis and underwriting for investment opportunities, including acquisitions, developments and strategic partnerships.

RESPONSIBILITIES & QUALIFICATIONS

Essential Duties

As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

• Assist in the preparation of community-level budgets and long-term strategic business plans
• Analyze operating results and support the preparation of presentations that communicate strategic and financial performance to ownership groups
• Provide data-driven insights into labor costs and utilization to support workforce efficiency and margin optimization
• Analyze rate performance and support recommendations to drive revenue per available unit (RevPAR)
• Benchmark operating expenses and capital spending to support margin improvement and return on investment across assigned assets
• Contribute to the evaluation of investment opportunities such as redevelopments, unit conversions and asset repositioning
• Identify opportunities for operational improvement across the portfolio and support the execution and evaluation of related initiatives
• Assist with the development of proformas and acquisition models for new management contracts and portfolio growth opportunities
• Support the development of transition plans and capex investment strategies for newly acquired communities
• Assist in the development of asset-level strategy materials to support alignment between community leadership and broader organizational goals
• Collaborate with cross-functional teams, including Financial Planning & Analysis, Operations and Development, to provide portfolio-level insights and communicate asset strategies across departments
• Contribute to core corporate processes including strategic planning, rate setting, budgeting, forecasting and M&A activity
• Track compliance with management agreements by monitoring performance tests and preparing required reporting
• Conduct community visits to share best practices and support initiatives aimed at improving operational performance
• Build and maintain relationships with members of the Property Owners’ Asset Management teams
• Conduct market research and comparative analysis to inform underwriting assumptions and investment strategies
• Monitor competitive activity and investor trends to identify risks and opportunities for Sunrise and communicate findings to leadership
• Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met
• Perform other duties as assigned

Core Competencies

• Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify actionable insights
• Ability to collaborate effectively with cross-functional teams and communicate financial concepts clearly to both technical and non-technical audiences
• Demonstrated attention to detail and commitment to producing accurate, high-quality work under tight deadlines
• Proactive and resourceful, with a willingness to take initiative and contribute to process improvements across the asset management function
• Highly organized and able to manage multiple priorities simultaneously while maintaining focus on key deliverables

Experience and Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.

• Bachelor’s degree in Finance, Accounting, Real Estate or a related field required; advanced degree (e.g., MBA or MS) is a plus
• Minimum of 2 years experience in finance or asset management, ideally with exposure to operations in a multi-site or service-driven environment, is preferred
• Proficiency in building and maintaining complex financial models
• Ability to analyze budgets, expenditures, market trends and competitive dynamics to support business evaluations and decision-making
• Strong understanding and/or experience in several of the following areas is preferred:
  • Real estate ownership and management
  • Financial planning and analysis (FP&A), M&A or investment underwriting
  • Senior housing, healthcare or hospitality industries
  • Investor relations or capital partner engagement
  • Operational performance management
• Expert-level Excel skills required; familiarity with Power BI and enterprise planning systems (e.g., Workday Adaptive, Hyperion) strongly preferred
• Ability to manage multiple business workstreams—including M&A activity, planning cycles, pricing and reporting—while tracking performance across the portfolio
• Strong verbal and written communication skills, with the ability to engage effectively with both financial and operational stakeholders

This role may require occasional travel across North America to visit Sunrise communities

ABOUT SUNRISE

Ready to take the next step and make a bigger impact than you ever imagined? As part of our team, you will help brighten the future for everyone at Sunrise and beyond. That is why we make it a priority to celebrate the unique ways you bring moments of togetherness and joy to everyone you serve. And when combined with the support, benefits, and growth opportunities we offer, the result is a career that PositivelyShines with everything you need to reach your goals – at work and in your life.

We also offer benefits and other compensation that include:

• Medical, Dental, Vision, Life, and Disability Plans
• Retirement Savings Plans
• Employee Assistant Program / Discount Program
• Paid time off (PTO), sick time, and holiday pay
• myFlexPay offered to get paid within hours of a shift 
• Tuition Reimbursement
• In addition to base compensation, Sunrise may offer discretionary and/or non-discretionary bonuses. The eligibility to receive such a bonus will depend on the employee’s position, plan/program offered by Sunrise at the time, and required performance pursuant to the plan/program.
• Some benefits have eligibility requirements

Apply today to learn why Sunrise Senior Living is a certified Great Place to Work®

PRE-EMPLOYMENT REQUIREMENTS

Sunrise considers the health and safety of its residents, family members, and team members to be one of its highest priorities. Employment with Sunrise is conditioned on completing and passing a drug test (which does not include marijuana), participating in testing requirements (e.g. Tuberculosis Test, Physical Evaluation). Covid-19 and Influenza vaccination is only required to the extent mandated by applicable federal, state, and local laws and authorities.

COMPENSATION DISCLAIMER

Selected candidates will be offered competitive compensation based on geographic location of community/office, skills, experience, qualifications, and certifications/licenses (where applicable).