Financial Analyst Investments

1 month ago


Chicago, United States Ventas Full time

Job Description:

The

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 $30+ billion S&P 500 real estate investment trust. With investment sizes ranging from a few million up to several billion, the Financial Analyst is an integral driver of the underwriting, due diligence, approval and closing for potential investments across the healthcare spectrum. Our analysts engage 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, 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 along with a track record of admission to top business schools (incl. Booth, Kellogg, and Wharton).

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

Qualifications

BS or BA in Finance, Economics, or similar business or analytical field required

1+ 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

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.

#J-18808-Ljbffr



  • Chicago, United States Ventas Full time

    Job Description: The 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 $30+ billion S&P 500...


  • Chicago, United States Ventas Full time

    Job Description: The 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 $30+ billion S&P 500...


  • Chicago, United States Ventas Full time

    Job Description:The 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 $30+ billion S&P 500...


  • Chicago, United States Ventas Full time

    Job Description: The 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 $30+ billion S&P 500...


  • Chicago, Illinois, United States G-PAC Full time

    Investment Analyst PositionG-PAC, a prominent player in the financial services sector, is on the lookout for a proficient Investment Analyst to enhance our committed team. The successful candidate will engage in the evaluation of diverse financial instruments such as equities, fixed income, foreign exchange, and commodities, with an emphasis on minimizing...


  • Chicago, Illinois, United States University of Chicago Full time

    DepartmentInvestment Strategy and PensionsAbout The DepartmentThe Office of Investments is dedicated to safeguarding and enhancing the University of Chicago's endowment assets to further UChicago's mission of inquiry and academic excellence. Our office manages the University's endowment while adhering to the guidance of the University's Board of Trustees...


  • Chicago, Illinois, United States University of Chicago Full time

    DepartmentInvestment Strategy and PensionsAbout The DepartmentThe Office of Investments is dedicated to safeguarding and enhancing the University of Chicago's endowment assets to support its mission of academic excellence and inquiry. Our office manages the University's endowment under the oversight of the Board of Trustees Investment Committee.The...


  • Chicago, Illinois, United States University of Chicago Full time

    DepartmentInvestment Strategy and PensionsAbout The DepartmentThe Office of Investments is dedicated to safeguarding and enhancing the University of Chicago's endowment assets to further UChicago's mission of inquiry and academic excellence. Our office is responsible for managing the University's endowment while adhering to the guidance of the University's...


  • Chicago, Illinois, United States Aon Full time

    Position Title: Financial Investment AnalystCompany Overview: Aon is dedicated to facilitating informed decision-making.At Aon, we are committed to enhancing the lives of individuals globally through improved decision-making processes. Our organization thrives on trust, embracing a culture of inclusivity and diversity, and we are devoted to the success of...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    Lead Financial Analyst ABOUT CREATIVE FINANCIAL STAFFINGCreative Financial Staffing is seeking a Lead Financial Analyst to join a thriving finance team. This position reports to an exceptional leader and offers significant opportunities for professional development. This role is ideal for individuals eager to contribute to a vibrant organization with a focus...


  • Chicago, Illinois, United States Creative Financial Staffing Full time

    About the Role:We are seeking a highly skilled Senior Portfolio Risk Analyst to join our team at Creative Financial Staffing. As a key member of our investment team, you will be responsible for managing and optimizing our investment portfolio, identifying opportunities for cost savings, and collaborating with our team to drive financial strategies that...

  • Investment Analyst

    4 weeks ago


    Chicago, United States LHH Full time

    We are seeking an enthusiastic and analytical Investment Analyst to join our clients dynamic team here in Chicago, IL. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment...

  • Investment Analyst

    4 weeks ago


    Chicago, United States LHH Full time

    We are seeking an enthusiastic and analytical Investment Analyst to join our clients dynamic team here in Chicago, IL. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment...

  • Investment Analyst

    1 month ago


    Chicago, United States LHH Full time

    We are seeking an enthusiastic and analytical Investment Analyst to join our clients dynamic team here in Chicago, IL. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment...

  • Investment Analyst

    5 days ago


    chicago, United States LHH Full time

    We are seeking an enthusiastic and analytical Investment Analyst to join our clients dynamic team here in Chicago, IL. As an Investment Analyst, you will play a pivotal role in supporting our portfolio management efforts through rigorous research, data analysis, and strategic insights. This role offers an exciting opportunity to contribute to investment...


  • Chicago, Illinois, United States University of Chicago Full time

    Location: Chicago, ILPosition Overview:Under the guidance of the Managing Director of Strategy, this role involves supporting the investment analysis team to inform decisions regarding our diverse global investment portfolio.The position entails conducting research, drafting reports, and creating presentations that aid in strategic decision-making across...

  • Investment Analyst

    4 weeks ago


    Chicago, United States University of Chicago Full time

    Department Investment Strategy and Pensions About The Department The Office of Investments is committed to protecting and growing the University of Chicago’s endowment assets to support UChicago’s mission of inquiry and academic excellence. Our office invests the University’s endowment while operating under the guidance of the University’s Board of...


  • Chicago, Illinois, United States Staffworthy Inc Full time

    About Staffworthy Inc.Staffworthy Inc. is a leading financial services firm that provides strategic advice to clients across various industries. We are seeking a talented and ambitious Investment Banking Associate to join our team.Key Responsibilities:Transaction Execution and Client Management:Support senior bankers in transaction execution and client...


  • Chicago, Illinois, United States Aon Full time

    Job Title: Investment Strategist Company Overview Aon is dedicated to enhancing decision-making processes that safeguard and enrich lives globally. Role Overview Aon Investments USA, Inc. is seeking an Investment Strategist to join our team in Chicago, Illinois. The primary responsibility of this role involves conducting comprehensive financial analyses to...


  • Chicago, Illinois, United States Mesirow Financial Full time

    About Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm that has been serving clients for over 80 years. Our firm is headquartered in Chicago and has offices around the world, providing a wide range of financial services to institutional clients.Job SummaryWe are seeking a highly motivated and detail-oriented...