Associate, Portfolio Management

3 weeks ago

New York, United States Post Acute Partners Full time

**Salary**: $125,000 / Year Overview:
**Post Acute Partners Management (PAPM) is seeking an Associate of Portfolio Management & Transactions. Experience in the health care space is highly regarded**

**Position 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.

This position is a hybrid role. Office location:
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 Responsibilities:
**Responsibilities**:
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.

Portfolio Management: Supports Director in analysis and financial reporting related to existing business including:

- 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.

From: USD $110.00/Yr. 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 healthc

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