Financial Analyst, Asset Management

Description

• 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
• Prepare materials for and present at recurring weekly & monthly meetings with Ventas C-level leadership
• Collaborate with Investments and Capital Markets teams on a variety of transactions including acquisitions, mortgage restructurings, redevelopments, 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
• Facilitate capital expenditure processes with operators including strategic planning, annual budget approval, ongoing monitoring, quarterly reforecasts and supplemental reporting
• 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
• Conduct site visits to partner with on-site teams on delivering superior occupancy performance
• 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.
• Analyze macroeconomic, senior living industry and operator data to produce insightful analyses that drive strategic decision-making

Requirements

• Advanced Excel modeling skills; past completion of Training the Street or similar coursework strongly preferred
• Willingness to travel as required, approximately 15-30%, with travel needs subject to fluctuation based on business requirements.
• Proficient in Microsoft Office, with a focus on Excel and PowerPoint; experience with Power Query is a plus.
• 2+ years of post-undergraduate financial analysis experience.
• Ability to manage deadlines, multiple tasks and relationships in a fast-paced, team-oriented and lean environment
• Proficient understanding of financial statements (Income Statement, Balance Sheet, Cash Flow).
• Strong interpersonal skills, including written and oral communication skills
• Experience working with, and presenting to, senior executives
• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, Statistics, Mathematics or similar business field.
• Ability to interpret and administer management agreements and lease documents

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance