Senior Analyst/Associate, Capital Markets - REIT experience highly preferred na Welltower

WELLTOWER – REIMAGINE REAL ESTATE WITH US 

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 

This position will work with the Capital Markets team and broader Corporate Finance group to advance Welltower’s investment opportunities and overall growth strategy. The role is highly visible and requires regular collaboration with senior management of the company and periodic interaction with the Board of Directors.  The objectives of the Capital Markets team include:

• Ensure access to a plurality of efficient capital sources across public and private debt and equity markets
• Communicate company’s fundamental operating performance, strategic initiatives and investment activity to key external stakeholders in partnership with various internal stakeholders
• Maximize impact of investor relations strategy through the preparation and coordination of presentations to institutional investors, research analysts, lenders and rating agencies, as well as multi-year strategic presentations for the company’s Board of Directors
• Optimize management team effectiveness through activities related to conferences, property tours, investor meetings and managing investor inquiries and requests
• Monitor trends in equity, fixed income, foreign exchange and derivatives markets to establish and execute balance sheet strategy and determine optimal sources of capital

KEY RESPONSIBILITIES 

Capital Markets

• Contribute to the execution of debt and equity capital raising, restructurings, bridge loans and other financings
• Support the execution and management of the company’s foreign exchange and interest rate derivatives hedging strategy
• Build and manage corporate sources & uses model including integration with annual budget and transaction pipeline; present cash management and leverage position to senior management and participate in short and long-term capitalization strategy
• Assist in the preparation of quarterly NAV modeling and cost of capital guidelines

Investor Relations

• Support management team with activities related to conferences, property tours, investor meetings and managing investor inquiries and requests
• Manage correspondence with research analysts. Review analyst models and coordinate with internal teams to ensure accurate financial projections
• Assist in the preparation of quarterly supplemental financial information and business update materials
• Oversee drafting and publication of press releases, presentation materials and transaction announcements, including working with internal parties on content and messaging

Financial Planning and Analysis

• Collaborate with the financial planning and analysis team to prepare projections, analyses and presentations for the Board of Directors, investors, research analysts and rating agencies

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 finance, economics, business administration, or a related field.
• At least 3 years of relevant experience in public markets. Prior experience with real estate investment trusts preferred
• Proficiency in interpreting and analyzing publicly reported financial statements.
• Effective verbal and written communication skills with senior internal and external stakeholders.
• Strong expertise in Microsoft PowerPoint, capable of crafting visually appealing presentations. Demonstrated ability to transform intricate financial analyses into easily understandable charts and graphs.
• Experience collaborating within virtual teams and across various lines of business

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

COMPENSATION

Salaries may vary by location. The range for this role in New York City is $95,000 - $135,000 plus bonus. Final compensation determinations are made based on a variety of factors, including, but not limited to, the candidate’s individual experience, education, and skill level; business strategic priorities; primary office location; scope and anticipated strategic impact of the role. 

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 401(k) Program + Profit Sharing Program 

• Student Debt Program – we’ll contribute up to $10,000 towards your student loans! 

• Tuition Assistance 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