Analyst,  Investments | Los Angeles



Welltower Inc. (NYSE: WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of healthcare infrastructure. With an enterprise value of over $50B, Welltower is the world’s largest healthcare real estate investment trust (REIT). Concentrated in major, high-growth markets throughout the United States, Canada, and the United Kingdom, Welltower delivers the health care infrastructure necessary to facilitate better treatment at lower costs and keep patients out of the hospital. We provide real estate capital to leading seniors housing operators, post-acute care providers, and health systems, enabling these companies to grow, innovate, and ultimately provide better care. Our impact will be profound as we advance our work, our mission, and continue to assemble a diverse, talented, performance-focused team of employees.


The Analyst is responsible for analyzing performance for two large portfolios at the company and is responsible for providing analysis and support for a variety of asset management functions in order to improve cash flow, and thereby drive value, in our owned investments.


This position will focus on specific segment level analysis and will support the processes outlined above. In addition, this position will: 1) conduct financial and variance analysis relative to forecast and investigate material differences (NPV, DCF, IRR, etc.)  2) support ad hoc investment analysis 3) create and maintain updated financial models and 4) liaise with departments across the organization 5) liase with the operators in order to monitor performance and drive performance improvements within the portfolio.



  • Assist with the monitoring of NOI, expense and other variances through monthly and quarterly reporting

  • Assist with property level budgeting and forecasting for the operating portfolio

  • Conduct variance analysis and provide commentary outlining key performance drivers. Work across cross functional teams as needed to provide insights into base level data

  • Review property, operator and portfolio level financial statements including, but not limited to, income statement, balance sheet, cash flow statements, rent rolls and capital expenditure statements

  • Participate in regular performance meetings with operators and segment level leadership

  • Assist in the review and analysis of operator-provided annual budgets and reforecast budgets including operating expenses, revenue assumptions, and capital expenditures

  • Assist in the review of quarterly reforecasting process, including operating expenses, revenue assumptions, and capital expenditures

  • Property level and operator level reporting trend analysis, active involvement with Asset Management and Investment teams on compilation of market studies, competitive analysis and strategy

  • Monitoring property and operator level performance metrics and preparing quarterly analysis and reports

  • Conducting property visits and preparing property and local market assessments



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.


  1. Strong critical and analytical thinking skills to analyze data trends and draw conclusions to drive more accurate forecasting

  2. Intellectual curiosity toward learning business processes and implementing efficiencies which drive results

  3. Technical aptitude – advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation of financial systems

  4. Proven ability to manage and gather data across multiple systems and data sets

  5. Strong communication - presentation, written, and verbal

  6. Ability to self-motivate and work in a dynamic environment

  7. Ability to work independently

  8. A positive and professional attitude



Some out-of-area and overnight travel may be expected. 10-15% domestic travel



Experience: 2-3 years of experience in real estate and/or finance, preferred. Previous real estate financial modeling experience, preferred. Strong proficiency in MS Excel required.

Education: Bachelor’s Degree required, preferably in Finance or Business Administration