Financial Analyst, Asset Management
4 days ago
The Financial Analyst, Asset Management will have the opportunity to work on a high-profile, growing portfolio of healthcare real estate assets within the Senior Living group and assist in all aspects of portfolio performance and analytics. The Financial Analyst will be charged with creating, managing and improving the analyses, forecast models and overseeing operator relationships alongside the 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, senior living industry and operator data to produce insightful analyses that drive strategic decision-making
- Support the Asset Manager in the strategic evaluation (e.g., buy/sell/hold recommendations, property SWOT analyses, competitive analyses) and execution of portfolio transactions including capital investments, restructurings, transitions, dispositions, etc.
- Play an active role in building and establishing relationships with counterparts at our operating partners
- Conduct routine and ad hoc performance and operational review calls with operators
- Conduct site visits to partner with on-site teams on delivering superior occupancy performance
- 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 weekly & monthly meetings with Ventas C-level leadership
- Facilitate capital expenditure processes with operators including strategic planning, annual budget approval, ongoing monitoring, quarterly reforecasts and supplemental reporting
- Partner with FP&A to drive quarterly forecasting process for joint ventures and operating company equity investments by liaising with senior leadership to understand key drivers
- Review and analyze operator financials for key takeaways and performance rationale Prepare materials illustrating key themes for quarterly earnings calls, investor conferences and board of director meetings
- Ability to interpret and administer management agreements and lease documents
- Other special and ad hoc projects
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Real Estate, Statistics, Mathematics or similar business field.
- 2+ 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.
- Proficient in Microsoft Office, with a focus on Excel and PowerPoint; experience with Power Query is a plus.
- Willingness to travel as required, approximately 15-30%, with travel needs subject to fluctuation based on business requirements.
The compensation available for the role considers a variety of factors including, but not limited to, work location, individual skill set, previous/applicable experience, and other business needs. The estimated base salary range is $75,000 - $100,000.
The above salary range represents Ventas' good faith and reasonable estimate of the possible base salary range at the time of posting and is one part of the compensation and total rewards Ventas provides to employees.
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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.
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