Clarion Partners is seeking a senior leader to head Healthcare Research, responsible for defining and driving the firm’s strategic perspective across healthcare-related real estate and operating platforms. This individual will play a critical role in shaping investment strategy, guiding capital allocation decisions, and strengthening Clarion’s competitive position in a rapidly evolving healthcare landscape.

Reporting to the Global Head of Research & Strategy, this highly visible role works closely with senior stakeholders across Portfolio Management, Transactions, Asset Management, and Client Capital Management, as well as directly with a dedicated data science team. The Healthcare Research Lead will have direct influence on investment decision-making, product development, and client engagement.

Scope and Responsibilities

1. Investment Strategy Leadership

• Define Clarion’s house view on healthcare real estate sectors, including medical office, life sciences, senior housing, skilled nursing, and emerging healthcare formats.
• Evaluate risk-adjusted returns across healthcare property types, geographies, care settings, and operator models.
• Translate sector insights into actionable investment theses across core, core-plus, and value-add strategies.

2. Sector Research & Market Intelligence

• Analyze key demand drivers, including demographics, healthcare utilization patterns, reimbursement frameworks, labor dynamics, and care delivery trends.
• In partnership with the data science and AI team, develop forward-looking market forecasts incorporating regulatory, policy, and macroeconomic considerations.
• Identify and assess structural shifts—including outpatient migration, aging demographics, and life sciences and biotech clustering—and convert them into investable themes.

3. Operator & Platform Analysis

• Assess the role of operating partners in value creation across healthcare assets and platforms.
• Evaluate operator performance, scalability, capitalization structures, and alignment.
• Differentiate and articulate operating risk versus real estate risk across healthcare subsectors.

4. Data-Driven Insights & Forecasting

• Partner closely with the data science team to develop and refine predictive models, location analytics, and portfolio-level insights.
• Identify, evaluate, and integrate new data sources (e.g., clinical, demographic, mobility, reimbursement, and policy data) to enhance investment decision-making.
• Apply advanced analytics, GIS, and big data concepts to support underwriting, market selection, and portfolio strategy.

5. Deal Underwriting Assumptions

• Support deal teams by developing, validating, and documenting healthcare-specific underwriting assumptions (e.g., demand drivers, payor mix, reimbursement sensitivity, labor costs, and operating margin trends) for acquisitions, developments, and platform investments.
• Benchmark key inputs versus internal portfolio performance and external market data (rent/NOI growth, occupancy, cap rates, expense inflation) and recommend appropriate base, upside, and downside cases.
• Partner with Asset Management and operating partners to stress test operating assumptions and identify leading indicators that could drive variance to underwriting.
• Provide Investment Committee-ready narratives that clearly explain the rationale, risks, and sensitivities behind core underwriting assumptions for healthcare strategies.

6. Thought Leadership & Client Engagement

• Produce high-impact research outputs, including quarterly outlooks, white papers, and long-form sector research.
• Serve as a key internal and external voice on healthcare investing for clients, consultants, and industry forums.
• Support capital raising and client engagement through differentiated insights and clear strategic narratives.

7. Team Leadership & Collaboration

• Lead, mentor, and develop junior research professionals, fostering a collaborative and high-performing team culture.
• Collaborate across research verticals (e.g., industrial, residential, alternatives) to identify cross-sector themes and hybrid investment opportunities.
• Present regularly to senior leadership, investment committees, and clients to inform strategic decision-making.

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