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Acquisitions and Asset Management Analyst

Bourne Financial Group

Senior Living

Chicago, IL

Salary Estimate: $75,000.00 - $99,999.00

Employment Type: Full Time

Work Place: Office , Hybrid

Experience Required: 1+ to 2 years

Education Required: 4 Year College

Job Description

Company Background

Bourne Financial Group (BFG) is a real estate private equity firm headquartered in Winter Park, Florida. Since its inception in 2014, BFG has specialized in developing, acquiring, and operating private pay seniors housing communities. The investment approach is based on a disciplined due diligence process that systematically calculates risk while maximizing long-term value.

BFG currently manages a portfolio of over 3,500 senior housing units in 18 states across the U.S., totaling over $1 billion in assets under management.

Job Description

We are seeking a highly motivated Analyst to join our Investments Team. This individual will play a key role in underwriting and executing new senior housing acquisitions as well as supporting the ongoing management of new / existing assets. Reporting directly to the Vice President of Investments, the Analyst will work in a fast-paced, team-oriented environment and gain exposure to the full lifecycle of senior housing investments. The candidate can be located in Chicago or Denver (company is based in Winter Park, FL).

Primary Responsibilities

Underwrite new investment opportunities using detailed financial models in Excel
Provide analytical support for various capital events including dispositions, refinancings, renovations, etc.
Conduct market research and analysis to evaluate investment viability
Assist in the preparation of investment memos and materials for internal and external stakeholders
Support the due diligence and closing process, including coordination with legal, operating partners, and third-party consultants
Track industry trends and maintain competitive intelligence on various markets
Monitor asset performance post-acquisition by analyzing monthly financials and key performance indicators (KPIs)
Assist in preparing quarterly investor reports, internal dashboards, and variance ad hoc analyses

Requirements

Bachelor’s degree in Finance, Real Estate, Economics, or a related field
1–3 years of experience in real estate investment, investment banking, consulting, accounting, or a similar analytical role (experience in senior housing preferred)
Advanced proficiency in Excel and financial modeling, including discounted cash flow (DCF), IRR, waterfalls, and other analysis
Strong verbal and written communication skills, with the ability to present complex ideas clearly and concisely
Excellent organizational skills and attention to detail
Self-starter with a strong work ethic, ability to multitask, and thrive in a collaborative environment
Willingness to travel as required

Salary / Benefits

Salary: $75,000 - $100,000 (based on qualifications and experience) in addition to a discretionary bonus
Benefits: 401k Plan with Employer Match, Health, Vision, Dental, Group Term Life Coverage (100% employer-paid for employee)

Acquisitions

Asset Management