Welltower Refresh 2025

Fund Operations Analyst

Full-time · Dallas, TX
✓ Verified live on the employer's own system · added 2 days ago
Save search

Requirements

Education: Bachelor's degree or related field

License: CPA

Skills & tools

OperationsManagementData AnalysisAdministrativeAccounts Payable ReceivableAccountingEconomicsCPA

Benefits — mentioned in this posting

Equity / stock
Apply on company site ↗ See your fit → free

Full job description

We're looking for bold, independent thinkers who thrive on challenges, 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.

We are seeking a motivated, detail-oriented professional to support the day-to-day operations of our private fund platform. This role provides operational support across portfolio valuation, loan administration, fund reporting, data management, and strategic initiatives. The ideal candidate has a strong interest in commercial real estate, private fund operations, and investment management, and is eager to leverage technology to improve processes, enhance data quality, and support informed decision-making.

- Support portfolio valuation process by coordinating data collection, validating investment information, reconciling valuation inputs, and assisting with portfolio analysis.

- Assist with loan administration activities, including maintaining debt and covenant trackers, monitoring escrow balances, preparing lender reporting packages and periodic certifications, and responding to lender information requests.

- Help maintain the integrity of investment, portfolio, and fund data by collecting, validating, and consolidating information from internal teams and external partners to support accurate reporting and analytics.

- Coordinate the review and processing of general administrative and fund-related invoices in accordance with established policies and procedures.

- Support fund operations by assisting with recurring reporting, investor deliverables, and other operational activities across the Welltower Fund platform.

- Partner with Investments, Asset Management, Accounting, Treasury, Legal, and other cross-functional teams to support fund initiatives and operational priorities.

- Identify opportunities to improve processes, automate routine tasks, and leverage emerging technologies to increase efficiency and strengthen operational controls.

- Perform ad hoc analyses, reporting, and special projects to support the continued growth and evolution of the Welltower Fund.

- 0-3 years of experience in real estate private equity, fund accounting, real estate investment management, valuation, or a related field.

- Bachelor's degree in Accounting, Finance, Real Estate, Economics, or similar business or analytical field required. Master's degree, CPA, or other professional certification is a plus.

- Demonstrated willingness to learn and take on new responsibilities and ownership.

- Proficiency in Excel required, experience with Yardi, OneStream or Power BI is a plus.

- Employee Stock Purchase Program - purchase shares at a 15% discount

- Student Debt Program - we'll contribute up to $10,000 towards your student loans!

- Comprehensive and progressive Medical/Dental/Vision options

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.

More jobs at Welltower Refresh 2025

Similar jobs near Dallas, TX

Tell me when more Sr. Financial Analyst jobs post near Dallas, TX We re-check every listing against the employer’s own board — no résumé needed.

Search Fund Operations Analyst jobs near Dallas, TX → Browse all live jobs

This posting was published by Welltower Refresh 2025 on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.