Senior Financial Analyst, Investments

Reposted 22 Days Ago
2 Locations
In-Office
130K-155K Annually
Senior level
Real Estate
The Role
The Senior Financial Analyst leads underwriting and due diligence of healthcare real estate transactions, develops financial models, conducts valuation analyses, and collaborates with other departments for transaction accuracy and reporting.
Summary Generated by Built In
Job Description:

Ventas is a leading S&P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company’s mission of helping people live longer, healthier, happier lives.

The Investments team identifies and executes high-quality opportunities that expand and strengthen the Ventas portfolio. The team combines financial insight and market intelligence to guide acquisition, disposition, and partnership decisions. This function fuels growth and helps position Ventas as a leader in the longevity economy.

About the Role

The Senior Financial Analyst, Investments is a key driver within the Ventas Investments group, supporting and leading the underwriting, due diligence, approval, and closing of healthcare real estate transactions focused on senior housing. This lean, high‑performing deal team evaluates opportunities ranging from single‑asset investments to multi‑billion‑dollar portfolio transactions across senior housing, outpatient medical, life sciences, and other healthcare verticals.

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

The estimated base salary range for this position is $130,000 – $155,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.

 In addition to base salary, this role is eligible for a competitive annual bonus opportunity that represents a significant component of total compensation, along with a comprehensive benefits package that includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.

#LI-MB1

#LI_Hybrid

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.

Skills Required

  • Bachelor's degree in Finance, Economics, or a related analytical field
  • 4+ years of experience in investment analysis, real estate underwriting, or related role
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Experience with Argus or other real estate modeling tools
  • Strong understanding of real estate valuation methodologies
  • Ability to manage multiple transactions and priorities
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The Company
HQ: Chicago, IL
398 Employees
Year Founded: 1998

What We Do

For more than two decades, Ventas, Inc., an S&P 500 company and one of the world’s foremost Real Estate Investment Trusts (REIT), has operated as the premier capital provider to leading senior living, healthcare operators and research institutions. With more than $36 billion of investments under our belt, we own communities where patients and their families receive health and healing; where world class researchers discover treatments for disease; and where seniors live with dignity. Thanks to our financial strength and liquidity, our stock and robust dividend provides secure retirement savings and income to pensioners, firefighters, teachers and individuals around the world. We take our ESG (Environment, Social & Governance) commitments seriously. We’ve set meaningful ESG goals aligned to three pillars – People, Performance, Planet - emphasizing strong corporate governance; encouraging community engagement through social and financial support to communities where we live and work; and minimizing our environmental impact by protecting the planet while lowering operating costs and improving portfolio efficiency. We're honored to receive many external recognitions for our efforts: Ventas was named to the Dow Jones Sustainability World Index for the first time in 2019 and received Nareit’s 2019 Health Care Leader in the Light award for the fourth time. We were the first REIT to sign the CEO Action for Diversity & Inclusion and are a “Winning Company” on the 2020 Women on Boards Gender Diversity Index recognizing our 30% female Board. Our CEO, Debra A. Cafaro, is a leader widely-acclaimed for her strategic vision, and is ranked #29 in Harvard Business Review’s CEO 100, one of only 14 global CEOs named to HBR’s list consistently since 2014. Our team is what truly differentiates us – our winning competitive edge is due to a rare combination of drive and skill and a commitment to excellence that fuels everything we do.

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