Financial Analyst, Asset Management (Outpatient Medical)
About the position Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives. The Outpatient Medical Asset Management team manages a portfolio of medical office buildings that provide essential access points for care. The team oversees leasing, operations, and capital planning to sustain competitiveness and value. This group helps deliver reliable growth and reinforces Ventas leadership in outpatient medical real estate.
About the Role
The Financial Analyst, Asset Management will support the Outpatient Medical segment of the Company’s Asset Management function, reporting to the Director, Asset Management. They will be charged with supporting various financial reporting and analyses, participating in the preparation of complex leasing and strategy materials, and managing property and leasing system applications needed to support the growth and oversight of the Outpatient Medical properties.
Responsibilities
- Lead analysis and financial modeling efforts in support of material leasing transactions across the Outpatient Medical portfolio; analyses to include cash and GAAP impact to Company and market evaluation in support of the transactions
- Assist in underwriting and lead modeling for portfolio investments such as redevelopments and revenue-generating capex; analyses to include cash/GAAP yield analysis, accretion/dilution modeling, yield sensitivity analysis, and IRR analysis
- Assist the Outpatient Medical Asset Management teams in the creation of presentations for the Board of Directors, Senior Leadership, Management/Investment Committees, dispositions, and redevelopments
- Support Outpatient Medical portfolio initiatives such as strategic planning, segmentation, and industry/competitor benchmarking
- Assist with the Outpatient Medical segment’s monthly & quarterly financial reporting and annual budgeting process, including providing analytical support, interfacing with the Financial Planning & Analysis team, and preparing presentation materials
- Monitor and report on earnings results for other publicly-traded healthcare REITs and healthcare providers
- Create tools, modeling, and presentation templates to improve accuracy, consistency, and efficiency of the Asset Management function
- Provide general analytic support as needed to others within the Outpatient Medical Asset Management department and other cross-functional teams
Requirements
- Bachelor’s degree in Business, Finance, Economics, Real Estate or related field
- 2+ years of financial analysis experience, ideally within the commercial real estate industry
- Must be located in Chicago, IL 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 transitioning between remote work and in-office operations
- Knowledge of general finance, accounting and leasing principles, including familiarity with financial statements (Income Statement, Balance Sheet, Cash Flows)
- Extensive Excel spreadsheet/modeling and PowerPoint skills
- Strong presentation and speaking skills; strong written communication skills
- Ability to work with competing deadlines, manage time effectively, and excel in a fast-paced, lean and team-oriented environment
- Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
Nice-to-haves
- Knowledge of accounting-related software programs including ARGUS and Yardi preferred
- Minimal travel required
Benefits
- In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
- Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
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