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The Senior Financial Analyst works directly with Investments team leadership, senior management, and cross‑functional partners in a fast‑paced, analytical, and deadline‑driven environment, with increased ownership over transaction analysis and execution. The successful candidate will join a very active investments platform, with Ventas having completed >$4 billion in new investments since 4Q24. Key responsibilities include:
- Lead the development and review of complex financial models to evaluate acquisitions, joint ventures, developments, redevelopments, and debt investments.
- Own valuation analyses, including sensitivity testing of key assumptions, downside scenarios, and risk drivers.
- Structure and assess transaction alternatives at the asset, portfolio, and entity level, ensuring alignment with Ventas’ investment criteria and strategic objectives.
- Lead due diligence efforts, including operator/tenant financial analysis, market and competitive assessments, and site visits.
- Synthesize underwriting conclusions and risks into clear, executive‑ready recommendations for senior leadership and investment committees.
- Serve as key point of contact with brokers, sellers, investment bankers, and internal stakeholders to validate assumptions, resolve diligence items, and advance transactions.
- Partner with Corporate Finance to ensure transaction economics are accurately reflected in Ventas’ financial projections and reporting.
- Prepare and present materials for executive approvals, investment committee reviews, and closing processes.
- Support negotiation and closing activities, including coordination of closing materials and transition of assets to Asset Management.
- Mentor and provide guidance to junior analysts, contributing to the development of analytical standards and best practices within the Investments team.
Qualifications
- Bachelor’s degree in Finance, Economics, or a related analytical field
- 4+ years of experience in investment analysis, real estate underwriting, investment banking, private equity, corporate finance, asset management, or a related highly analytical role
- Must be located in the Chicago, IL or New York, NY surrounding area or willing to relocate for the duration of employment.
- Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly
- Demonstrated ability to independently underwrite and evaluate complex transactions with limited supervision
- Strong understanding of real estate valuation methodologies, capital structures, and investment risk analysis
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Argus or other real estate modeling tools strongly preferred
- Strong quantitative, problem‑solving, and communication skills, with the ability to translate analysis into clear recommendations
- Ability to manage multiple transactions and priorities in a fast‑paced, deadline‑driven environment
- High degree of ownership, sound judgment, and comfort engaging with senior leadership and external counterparties
- Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
Source: Ventas Career Page
