Financial Analyst / Senior Financial Analyst, Investments

Ventas, Inc.; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

An established industry player seeks a Financial Analyst/Senior Financial Analyst to join their Investments team. This role involves conducting financial modeling and valuation analysis for a diverse portfolio of healthcare investments. You will engage with senior management, provide thorough analysis, and work on acquisitions and debt financings. This position offers a dynamic environment where your analytical skills will directly impact investment decisions. If you are a self-starter with a passion for finance and real estate, this opportunity is perfect for you.

Benefits

Competitive Compensation

Benefits Package

Flexible Work Environment

Qualifications

• 1-6 years of experience in analytical roles in finance or real estate.
• Confident self-starter who adapts well to change and ambiguity.

Responsibilities

• Conduct financial modeling and valuation analysis for healthcare investments.
• Lead due diligence and assess operator/tenant risks.

Skills

Financial Modeling

Valuation Analysis

Financial Statement Analysis

Microsoft Excel

PowerPoint

Quantitative Skills

Communication Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Financial Analyst / Senior Financial Analyst, Investments page is loaded

Financial Analyst / Senior Financial Analyst, Investments

Apply locations IL - Chicago NY - New York time type Full time posted on Posted 8 Days Ago job requisition id R0001265

Job Description:

The Financial Analyst/Senior Financial Analyst, Investments is a key member of the Ventas Investments group, a proven deal team with a strong track record, closing more than $30B+ of investments in the past decade. The Ventas Investments team is lean with a high-level of responsibility, charged with executing on the investments pipeline for this $40+ billion S&P 500 real estate investment trust. With investment sizes ranging from a few million up to several billion, the Financial Analyst/Senior Financial Analyst is an integral driver of the underwriting, due diligence, approval and closing for potential investments across the healthcare spectrum.Our team engages directly with senior management and provide accurate, thorough, and thoughtful analysis in a fast-paced, rigorous, and deadline-driven pipeline of transaction opportunities.

The Financial Analyst/Senior Financial Analyst, Investments will have the opportunity to work on acquisitions, dispositions, public company mergers, ground-up developments, redevelopments, and debt financings across the entire healthcare continuum, with a focus on (but not limited to): senior housing, outpatient medical, and life sciences. Team members receive strong foundational experience in real estate, REITs and transactions enabling successful careers at Ventas. This role reports to an Investments Director.

The title of Analyst or Senior Analyst will be commensurate with the skills, capabilities, and experience of the successful candidate.

Responsibilities

Financial Analysis:

• Financial modeling and valuation analysis to support investments across all healthcare asset classes
• Lead modeling and analyses for various deal structures including acquisitions, joint ventures, construction & development transactions, and debt investments

Due Diligence:

• Review and assess operator/tenant and guarantor risk
• Conduct site visits to analyze physical real estate quality, markets, demographics and understand competitive properties
• Accurately understand and determine transaction assumptions, facts, and risks to appropriately engage with brokers, sellers, and investment bankers
• Partner with the Corporate Finance team to ensure transaction economics are correctly reflected in the corporate-wide financial projections for Ventas
• Showcase the underwriting and due diligence of potential acquisitions to the Ventas executive leadership team through effective presentations

Negotiation & Closing:

• Organize materials for closing calls, create closing statements and complete open items to fund acquisition
• Partner with the Asset Management team to effectively integrate acquisitions

Investments Pipeline:

• Analyze and report out on overall pipeline activity & trends for full Ventas investments platform
• Perform select early-stage site visits to assess attractiveness of investment opportunities, reporting takeaways and recommendations back to Ventas Investment Officers

Qualifications

• Bachelors Degree in Finance, Economics, or similar business or analytical field required
• 1 – 6 years of experience; desirable experience could include: analytical roles/internships in commercial real estate, corporate finance, investment banking, or private equity
• Confident self-starter and quick learner who requires minimal supervision and is comfortable with ambiguity
• Understands the variable nature of investment activity and is adaptable and energized by change
• Exhibits a high level of responsiveness, sense of urgency and passion for always doing the best work possible
• Experience with analyzing financial statements to understand the specific drivers of a business
• Proficiency in Microsoft Excel and PowerPoint
• Strong quantitative, written and oral communication skills
• Desire for 10%-15% travel

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Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.

Ventas, Inc. is an Equal Opportunity Employer.

Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.

About Us

Ventas, Inc. (NYSE: VTR) an S&P 500 company, operates at the intersection of two powerful and dynamic industries – healthcare and real estate. As one of the world’s foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate by partnering with leading care providers, developers, research and medical institutions, innovators and healthcare organizations whose success is buoyed by the strong demographic trends of an aging population and increased life expectancy.

Led by our Chairman and CEO, Debra A. Cafaro, who is recognized as one of the best-performing CEOs in the world by Harvard Business Review, Ventas has followed a successful strategy that endures: owning a high quality diversified portfolio and partnering with industry leaders combined with a collaborative, dynamic and experienced team focused on producing consistent growing cash flows and superior returns on a strong balance sheet, ultimately rewarding Ventas stockholders with extraordinary outperformance. That’s not just excellence. That’s Excellence. Sustained.