Senior Financial Analyst, Investments Full Time

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

Tagged as: REIT