Senior Financial Analyst, Asset Management – Ventas, Inc. – Chicago, IL

The Senior Financial Analyst will have the opportunity to work on a high-profile, growing portfolio of healthcare real estate assets within the Seniors Housing group and will lead all aspects of the portfolio analytics. The Senior Financial Analyst will be charged with creating, managing and improving the analyses, forecast models, due diligence and overseeing tenant/operator relationships alongside Asset Manager and Director of Asset Management. While we do not require any prior real estate or healthcare experience, we do require candidates who are analytical, detail-oriented, curious, fast learners and desire to be an integral part of a company whose track record speaks for itself.

Responsibilities:

  • Analyze macroeconomic, seniors housing industry and operator data to produce insightful analyses that drive strategic decision-making

  • Assist the Asset Manager in the strategic evaluation (e.g., buy/sell/hold recommendations, property SWOT analyses, competitive analysis) and execution of portfolio transactions including capital investments, restructurings, dispositions, etc.

  • Collaborate with Investments and Capital Markets teams on a variety of transactions including acquisitions, mortgage restructurings, redevelopments, etc.

  • Prepare materials for and present at recurring bi-weekly & monthly meetings with Ventas C-level leadership

  • Conduct monthly performance review calls with operators and play an active role in strengthening existing strategic relationships

  • Own all capital expenditure processes including strategic planning, annual budget approval, ongoing monitoring, quarterly reforecasts and supplemental reporting

  • Lead quarterly forecasting process for joint ventures and operating company equity investments by liaising with senior leadership to understand key drivers

  • Spearhead the review of operator financial submissions for key takeaways and performance rationale

  • Assist with storylining and preparation of key themes for quarterly earnings calls, investor conferences and board of director meetings

  • Provide core inputs to FP&R to drive forecast and earnings models

  • Ability to interpret and administer management agreements and lease documents

  • Other special and ad hoc projects

Qualifications:

  • Bachelor’s degree in Finance, Economics, Real Estate, Statistics, Mathematics or similar business field.

  • 4+ years of post-undergraduate financial analysis experience.

  • Advanced Excel modeling skills; past completion of Training the Street or similar coursework strongly preferred

  • Strong interpersonal skills, including written and oral communication skills

  • Experience working with, and presenting to, senior executives

  • Proficient understanding of financial statements (Income Statement, Balance Sheet, Cash Flow).

  • Ability to manage deadlines, multiple tasks and relationships in a fast-paced, team-oriented and lean environment

  • Smart, collaborative, team-oriented and eager to learn.

  • Microsoft Office proficiency specifically in Excel and PowerPoint.

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.

Source: Indeed.com