33 Associate, Portfolio Management & Transactions Jobs in New York, NY
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PIMCO Ltd. - Pacific Investment Management Company
New York, NY | Full Time
$143k-226k (estimate)
3 Months Ago
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Associate, Portfolio Management & Transactions
$166k-217k (estimate)
Full Time
2 Days Ago
Elderwood is Hiring an Associate, Portfolio Management & Transactions Near New York, NY
Salary $125,000 / Year
OverviewPost Acute Partners Management (PAPM) is seeking an Associate of Portfolio Management & Transactions. Experience in the health care space is highly regardedPosition Description
641 Lexington Ave.
New York, NY 10022
Join Our Team Are you looking to take the next step in your career?
Employee Perks! Generous PTO & holiday package, Life Insurance, Medical, Dental, and Vision insurance
ResponsibilitiesResponsibilities: Acquisitions & Development: Responsible for complex and multi-site acquisition opportunities and will support Director in analysis and due diligence related to new acquisitions, development and recapitalizations including:
Qualifications Qualifications
OverviewPost Acute Partners Management (PAPM) is seeking an Associate of Portfolio Management & Transactions. Experience in the health care space is highly regardedPosition Description
- Post Acute Partners Management, LLC, a large and growing geriatric, and pediatric post-acute healthcare services company focused on the Northeast, is looking for an Associate to join its New York City corporate office.
- This position is responsible for performing analysis pertaining to acquisitions, development, recapitalizations, refinancings, and special projects as required.
- Additionally, this position is responsible for packaging monthly and quarterly financial reporting for internal stakeholders and analyzing performance as well as producing periodic forecasting and budgeting for lenders and senior management.
- The Associate will work on projects with senior members of the team, and their work will be highly visible across the Company.
641 Lexington Ave.
New York, NY 10022
Join Our Team Are you looking to take the next step in your career?
Employee Perks! Generous PTO & holiday package, Life Insurance, Medical, Dental, and Vision insurance
ResponsibilitiesResponsibilities: Acquisitions & Development: Responsible for complex and multi-site acquisition opportunities and will support Director in analysis and due diligence related to new acquisitions, development and recapitalizations including:
- Builds operating and capital projections and sensitivities (both preliminary to assess value and detailed upon further due diligence).
- Models various financial structures and prepares IRR, NPV, cash on equity and return on cost projections.
- Compares relative terms across financing term sheet and analyzes economics.
- Supports due diligence process with Seller and Key Stakeholders by cataloguing diligence data received from target and disseminating relevant diligence documents to key internal and external stakeholders. Analyzes financial-related due diligence.
- Creates financial schedules for regulatory approval process; coordinates between internal and external stakeholders to ensure timely submission.
- Assists with presentations to new potential capital sources / lenders.
- Monitors performance in comparison to underwriting through to closing and post-closing portfolio management.
- Helps with preparation of closing statements and opening balance sheets.
- Builds financial models and improves upon existing models with Excel automation.
- Builds detailed market research discipline as well as transactions and equity databases to monitor relevant transactions in the industry and potential capital sources.
- Builds detailed maps and profiles for competitors and feeder hospitals for existing portfolios and prospective acquisition targets.
- Other ad hoc analysis as needed.
- Prepares documents for monthly operations reviews portfolio-wide.
- Identifies and analyzes opportunities related to refinancing debt in existing book of business.
- Prepares facility-level, portfolio-level and company-wide multi-year cash flow projections, which incorporate returns and projects partner distributions.
- Assists in preparation of periodic internal valuations of all portfolios.
- Spearheads due diligence for and review of third party external appraisals.
- Tracks original underwritten proformas to actual and budgeted performance.
- Prepares presentations to existing lenders and potential new financing sources.
- Prepares quarterly covenant calculations and covenant projections.
- Monitors cost of credit for all existing facilities and portfolios and reports cost of credit to Accounting for purposes of recording on the Income Statement and Balance Sheet.
- Reviews monthly rent computations for Accounting.
- Monitors covenant compliance with financing documents and prepares lender reporting packages.
- Responsible for documenting / abstracting key financing documents.
- Assists Director with budget process for all business lines.
- Drafts analyses and deliverables that require regulatory approval.
- Creates analyses to compare and benchmark facilities across the portfolio.
- Other Ad hoc analysis as needed including assisting operations team with evaluating new business opportunities and other value-add assignments.
- Develops proformas and return models for development opportunities within existing portfolio.
Qualifications Qualifications
- Takes initiative to improve performance and processes and identifies opportunities.
- Team player who possesses ability to collaborate with employees throughout the organization from facility Administrators to senior team members.
- Eligible for employment in the U.S. – no sponsorship or work visa required.
- 3-5years prior work experience in senior healthcare M&A and / or healthcare investment banking preferred.
- Proficiency in building complex, fully integrated financial models and running scenario analyses.
- Proficiency in Microsoft Office: Excel, PowerPoint and Word.
- Proficiency in SQL Database Query Language.
- Ability to create and update VBA and Excel Macros to fully automate processes for accounting, modeling and financial reporting purposes.
- Excellent written / verbal communication and presentation skills are essential to synthesize information, make assumptions, and present key findings, conclusions and recommendations.
- Excellent attention to detail and accuracy along with ability to multitask and prioritize.
- Ability to plan ahead, anticipate potential problems and react nimbly.
- BS in Finance / Accounting and / or BA in Economics preferred.
- Experience in data, statistical and/or financial analysis preferred.
Job Summary
JOB TYPE
Full Time
SALARY
$166k-217k (estimate)
POST DATE
06/26/2024
EXPIRATION DATE
07/24/2024
WEBSITE
elderwood.com
HEADQUARTERS
AMHERST, NY
SIZE
50 - 100
FOUNDED
1978
CEO
GREGORY HOOK
REVENUE
$10M - $50M
Related Companies
About Elderwood
Elderwood is a leading provider of care for seniors in the Northeast and Mid-Atlantic states. Offering a wide range of services across a continuum of high-quality facilities, Elderwood is consistently recognized for quality and value. Service lines include independent living, assisted living and skilled nursing, with specialty services such as subacute rehab, memory care, orthopedic and cardiac rehabilitation, cardiac telemetry, wound therapy, ventilator care and oncology care. Elderwoods affiliates provide additional services including home care, pharmacy and prescription delivery, medical tr...ansportation, and managed long-term care services. At Elderwood, were not just a location providing a servicewere people caring for people. Thats why in everything we do, we put the wellbeing of our residents and their families first. Through our comprehensive services, professional staff, and person-centered approach, were committed to providing the highest level of care in order to maintain our residents health and wellness.
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