Ventas, Financial Analyst, Asset Management - Application via WayUp

WayUp; Chicago (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Analyst to join their dynamic Asset Management team. This role offers the opportunity to work on a growing portfolio of healthcare real estate assets. The ideal candidate will analyze portfolio performance, create forecast models, and collaborate with various teams to optimize operational efficiency. With a focus on strategic decision-making, this position promises a rewarding career path for analytical and detail-oriented individuals. If you are eager to learn and contribute to a successful company, this is the perfect opportunity for you.

Qualifications

• 2+ years of financial analysis experience required.
• Advanced Excel skills and strong communication abilities are essential.

Responsibilities

• Analyze macroeconomic and industry data for strategic insights.
• Support portfolio transactions and manage relationships with partners.

Skills

Financial Analysis

Excel Modeling

Communication Skills

Data Analysis

Presentation Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Bachelor’s degree in Real Estate

Bachelor’s degree in Statistics

Bachelor’s degree in Mathematics

Tools

Microsoft Excel

Microsoft PowerPoint

Power Query

Job description

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This role is with Ventas. WayUp is partnering with Ventas to hire top talent.

Job Description:

The Financial Analyst, Asset Management will work on a high-profile, growing portfolio of healthcare real estate assets within the Senior Living group. Responsibilities include analyzing portfolio performance, creating and managing forecast models, and overseeing operator relationships alongside the Asset Manager and Director of Asset Management. Prior real estate or healthcare experience is not required; candidates should be analytical, detail-oriented, curious, quick learners, and eager to contribute to a successful company.

Responsibilities:

• Analyze macroeconomic, senior living industry, and operator data to produce insights for strategic decision-making.
• Support the Asset Manager in evaluating and executing portfolio transactions such as acquisitions, dispositions, restructurings, and capital investments.
• Build and maintain relationships with operating partners.
• Conduct performance reviews and site visits to optimize occupancy and operational efficiency.
• Collaborate with Investment and Capital Markets teams on transactions.
• Prepare and present materials for meetings with Ventas leadership.
• Manage capital expenditure processes and partner with FP&A on financial forecasting.
• Review operator financials and prepare materials for earnings calls, investor conferences, and board meetings.
• Interpret and administer management agreements and lease documents.
• Handle other special projects as needed.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, Statistics, Mathematics, or a related field.
• At least 2 years of financial analysis experience post-undergraduate.
• Advanced Excel modeling skills; coursework like Training the Street is a plus.
• Strong communication skills, both written and oral.
• Experience presenting to senior executives.
• Proficient understanding of financial statements.
• Ability to manage multiple deadlines and tasks in a fast-paced environment.
• Collaborative, eager to learn, and team-oriented.
• Proficient in Microsoft Office, especially Excel and PowerPoint; Power Query experience is a plus.
• Willingness to travel approximately 15-30% as required.

Ventas, Inc. offers a competitive compensation and benefits package. We are an Equal Opportunity Employer and do not accept unsolicited resumes from staffing agencies.