6,841 Asset Valuation jobs in the United States
Senior Business Analyst - Mortgage/Property valuation
75062 Irving, Texas
Cognizant
Posted 15 days ago
Job Viewed
Job Description
**Senior Business Analyst - Mortgage/Property valuation**
**Banking & Financial Services**
**Location: Irving, Texas**
**ABOUT US**
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Learn how Cognizant helps clients with digital at .
**The Role**
We are seeking a passionate, high energy, **Senior Business Analyst.** Our strength is built on our ability to work together. Our diverse set of backgrounds offer different perspectives and new ways of thinking. It encourages lively discussions, inspires thought leadership, and helps us build better solutions for our people and clients. We are looking for someone who thrives in this setting and is inspired to craft relevant solutions through true collaboration. If you are excited by change, and excel through autonomy, we would love to hear from you!
It takes a lot to succeed in today's fast-paced market, and Cognizant has become a leader in the industry. We love big ideas and even bigger dreams. We stand out because we put human experiences at the core. We help clients engage customers by envisioning and building creative products and services. We develop go-to-market strategies and invent entirely new business models, ensuring that every company we work with walks away with both encouragement and a plan. Everything we do at Cognizant we do with passion-for our clients, our communities, and our organization. It's the defining attribute that we look for in our people.
If you are excited by change, and excel through autonomy, we would love to hear from you!
**Responsibilities**
+ Lead **requirement elicitation sessions** with business stakeholders, product owners and technical teams.
+ Analyze and document current and future state **workflows for property valuation** , order management, reconciliation and audit.
+ Develop **Business Requirement Documents (BRD),** User Stories, Process Flows, Wireframes and Data Mapping Documents.
+ Work with different stakeholders to integrate data sources and define SLAs and success criteria.
+ **Collaborate with technical teams** to support integration design (API specifications, file feeds, triggers)
+ Drive **UAT planning and execution** , including creation of test scenarios, coordination with QA teas, and business sign-off.
+ Act as liaison between business users and engineering teams to resolve clarifications and change requests.
+ Support **product roadmap development** and backlog grooming sessions in an Agile/Scrum environment.
+ Ensure **regulatory and investor requirements** (e.g FNMA, FHLMC, FHA) related to valuations are accurately captured and addressed.
**Qualifications**
+ Strong understanding of **mortgage lifecycle** , especially collateral valuation in origination and servicing.
+ Experience with **valuation products** : BPO, full appraisal, hybrid appraisal etc.
+ Familiarity with **valuation compliance** vis-à-vis FHA/VA/USDA guidelines and appraisal independence regulations.
+ Awareness **of latest market and technology trend in valuations** like automated collateral evaluation (ACE), risk-based valuation strategies etc.
+ Proficient in eliciting, analysing and **documenting functional and non-functional requirements** .
+ Experience with **process modelling** (as-is/ to -be) and designing workflow improvements using tools like Visio or Lucidchart.
+ Experience in creating **Business Requirements Document (BRD):** Outlines the high-level business needs and objectives and **Functional Requirements Document (FRD):** Details the specific functionalities required.
+ Ability to write clear **user stories, acceptance criteria and manage product backlog** in agile environments.
+ Skilled in **data mapping** , translating business rules into logic for validations and calculations.
+ **Strong stakeholder management** and communication skills across business and technical audiences.
**Tools & Technologies**
+ Hand-on experience with **JIRA, Confluence and Agile Project management tools** .
+ Proficient in **VISIO, Lucid chart** or similar process flow creation
+ Advanced skills in Excel, including pivot tables, lookups and data validation.
+ Familiarity with **API specifications.**
+ Exposure to mortgage platforms is plus.
**Soft Skills**
+ **Communication:** Excellent verbal and written communication skills to effectively interact with stakeholders at all levels.
+ **Problem-Solving** : Developing innovative solutions to business challenges.
+ **Critical Thinking** : Analysing situations and making data-driven decisions.
+ **Interpersonal Skills** : Building strong relationships with team members and stakeholders
+ **Project Management** : Managing timelines, resources, and deliverables.
**Work Authorization**
Cognizant will only consider applicants for this position who are legally authorized to work in US without requiring employer sponsorship, now or at any time in the future.
**Working arrangements**
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 2-3 days a week in a client OR Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
**Banking & Financial Services**
**Location: Irving, Texas**
**ABOUT US**
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Learn how Cognizant helps clients with digital at .
**The Role**
We are seeking a passionate, high energy, **Senior Business Analyst.** Our strength is built on our ability to work together. Our diverse set of backgrounds offer different perspectives and new ways of thinking. It encourages lively discussions, inspires thought leadership, and helps us build better solutions for our people and clients. We are looking for someone who thrives in this setting and is inspired to craft relevant solutions through true collaboration. If you are excited by change, and excel through autonomy, we would love to hear from you!
It takes a lot to succeed in today's fast-paced market, and Cognizant has become a leader in the industry. We love big ideas and even bigger dreams. We stand out because we put human experiences at the core. We help clients engage customers by envisioning and building creative products and services. We develop go-to-market strategies and invent entirely new business models, ensuring that every company we work with walks away with both encouragement and a plan. Everything we do at Cognizant we do with passion-for our clients, our communities, and our organization. It's the defining attribute that we look for in our people.
If you are excited by change, and excel through autonomy, we would love to hear from you!
**Responsibilities**
+ Lead **requirement elicitation sessions** with business stakeholders, product owners and technical teams.
+ Analyze and document current and future state **workflows for property valuation** , order management, reconciliation and audit.
+ Develop **Business Requirement Documents (BRD),** User Stories, Process Flows, Wireframes and Data Mapping Documents.
+ Work with different stakeholders to integrate data sources and define SLAs and success criteria.
+ **Collaborate with technical teams** to support integration design (API specifications, file feeds, triggers)
+ Drive **UAT planning and execution** , including creation of test scenarios, coordination with QA teas, and business sign-off.
+ Act as liaison between business users and engineering teams to resolve clarifications and change requests.
+ Support **product roadmap development** and backlog grooming sessions in an Agile/Scrum environment.
+ Ensure **regulatory and investor requirements** (e.g FNMA, FHLMC, FHA) related to valuations are accurately captured and addressed.
**Qualifications**
+ Strong understanding of **mortgage lifecycle** , especially collateral valuation in origination and servicing.
+ Experience with **valuation products** : BPO, full appraisal, hybrid appraisal etc.
+ Familiarity with **valuation compliance** vis-à-vis FHA/VA/USDA guidelines and appraisal independence regulations.
+ Awareness **of latest market and technology trend in valuations** like automated collateral evaluation (ACE), risk-based valuation strategies etc.
+ Proficient in eliciting, analysing and **documenting functional and non-functional requirements** .
+ Experience with **process modelling** (as-is/ to -be) and designing workflow improvements using tools like Visio or Lucidchart.
+ Experience in creating **Business Requirements Document (BRD):** Outlines the high-level business needs and objectives and **Functional Requirements Document (FRD):** Details the specific functionalities required.
+ Ability to write clear **user stories, acceptance criteria and manage product backlog** in agile environments.
+ Skilled in **data mapping** , translating business rules into logic for validations and calculations.
+ **Strong stakeholder management** and communication skills across business and technical audiences.
**Tools & Technologies**
+ Hand-on experience with **JIRA, Confluence and Agile Project management tools** .
+ Proficient in **VISIO, Lucid chart** or similar process flow creation
+ Advanced skills in Excel, including pivot tables, lookups and data validation.
+ Familiarity with **API specifications.**
+ Exposure to mortgage platforms is plus.
**Soft Skills**
+ **Communication:** Excellent verbal and written communication skills to effectively interact with stakeholders at all levels.
+ **Problem-Solving** : Developing innovative solutions to business challenges.
+ **Critical Thinking** : Analysing situations and making data-driven decisions.
+ **Interpersonal Skills** : Building strong relationships with team members and stakeholders
+ **Project Management** : Managing timelines, resources, and deliverables.
**Work Authorization**
Cognizant will only consider applicants for this position who are legally authorized to work in US without requiring employer sponsorship, now or at any time in the future.
**Working arrangements**
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 2-3 days a week in a client OR Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
View Now
0
Asset Management- Fund Valuation- Associate
43201 Columbus, Ohio
JPMorgan Chase
Posted 16 days ago
Job Viewed
Job Description
The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds. The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments. The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
**Job responsibilities**
+ Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
+ Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
+ Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
+ New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
+ Valuation-related initiatives - leading/participating in various valuation-related initiatives.
**Required qualifications, capabilities, and skills**
+ College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
+ Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
+ Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
+ Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
+ Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
+ Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
+ Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
**Job responsibilities**
+ Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
+ Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
+ Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
+ New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
+ Valuation-related initiatives - leading/participating in various valuation-related initiatives.
**Required qualifications, capabilities, and skills**
+ College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
+ Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
+ Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
+ Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
+ Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
+ Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
+ Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
View Now
1
Asset Management- Fund Valuation- Associate
43081 Westerville, Ohio
JPMorgan Chase Bank, N.A.
Posted 27 days ago
Job Viewed
Job Description
The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds. The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments. The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
Job responsibilities
Required qualifications, capabilities, and skills
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
Job responsibilities
- Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
- Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
- Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
- New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
- Valuation-related initiatives - leading/participating in various valuation-related initiatives.
Required qualifications, capabilities, and skills
- College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
- Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
- Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
- Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
- Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
- Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
- Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes and flexibility, strong organizational and time management skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Apply Now
2
Senior Real Estate Analyst - Investment & Valuation
97201 Portland, Oregon
$85000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client is seeking a highly analytical and detail-oriented Senior Real Estate Analyst to join their prestigious firm in Portland, Oregon, US . This role is integral to evaluating investment opportunities, conducting market research, and performing property valuations across various real estate sectors. The Senior Analyst will be responsible for developing comprehensive financial models, including discounted cash flow (DCF) analyses, pro forma statements, and sensitivity analyses, to assess property performance and investment viability. You will conduct thorough market research to identify trends, analyze supply and demand dynamics, and understand competitive landscapes for target markets. This position requires a deep understanding of real estate finance, investment principles, and valuation methodologies (e.g., income capitalization, sales comparison). You will work closely with acquisition teams, asset managers, and external partners to support strategic investment decisions. The ability to prepare clear and concise investment memorandums, reports, and presentations for senior management is essential. Experience with Argus Enterprise or similar financial modeling software is required. The successful candidate will possess strong quantitative skills, a keen eye for detail, and the ability to manage multiple projects effectively in a fast-paced environment. This is an exceptional opportunity for a driven real estate professional to contribute to significant investment transactions and further develop their expertise in a dynamic market. If you are passionate about real estate investment and possess a strong analytical acumen, we encourage you to apply.
Responsibilities:
Responsibilities:
- Analyze potential real estate investment opportunities, including market research, property due diligence, and financial modeling.
- Develop and maintain detailed financial models (DCF, pro forma statements) for property valuation.
- Conduct market analysis to identify trends, assess competitive landscapes, and forecast property performance.
- Perform property valuations using various methodologies, including income capitalization and comparable sales analysis.
- Prepare comprehensive investment memorandums and reports for senior management.
- Support the acquisition and disposition processes by providing financial analysis and insights.
- Monitor existing investments and provide performance analysis and recommendations.
- Collaborate with internal teams and external stakeholders, including brokers, appraisers, and legal counsel.
- Stay current with real estate market trends, economic conditions, and industry best practices.
- Bachelor's degree in Finance, Real Estate, Economics, or a related quantitative field; Master's degree or MBA preferred.
- Minimum of 5 years of experience in real estate analysis, investment, or valuation.
- Proficiency in financial modeling software, particularly Argus Enterprise.
- Strong understanding of real estate finance principles and investment strategies.
- Excellent quantitative, analytical, and problem-solving skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong written and verbal communication skills, with the ability to present complex information clearly.
- Ability to manage multiple projects and meet deadlines in a demanding environment.
Apply Now
3
Senior Real Estate Analyst - Investment and Valuation
80202 Denver, Colorado
$100000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a prominent real estate investment firm, is seeking a highly analytical and experienced Senior Real Estate Analyst to join their team. This role, based in Denver, Colorado, US , will focus on evaluating investment opportunities, conducting market research, and performing property valuations across various asset classes. The Senior Analyst will play a critical role in supporting acquisition and disposition decisions, portfolio management, and strategic planning. The ideal candidate possesses strong financial modeling skills, a deep understanding of real estate markets, and excellent analytical capabilities. Responsibilities will include:
Qualifications:
- Conducting comprehensive financial analysis and feasibility studies for potential real estate acquisitions, including cash flow modeling, sensitivity analysis, and ROI calculations.
- Performing detailed property valuations using various methodologies, such as discounted cash flow (DCF), comparable sales, and replacement cost approaches.
- Analyzing market trends, economic indicators, and demographic data to identify investment opportunities and risks.
- Preparing investment committee memos, presentations, and reports detailing proposed transactions and recommendations.
- Assisting in the due diligence process for acquisitions, including property inspections, lease abstracting, and financial statement analysis.
- Monitoring and reporting on the performance of the existing real estate portfolio, including property-level financials and market comparables.
- Developing and maintaining relationships with brokers, appraisers, lenders, and other industry professionals.
- Assisting with asset management activities, including budget oversight and strategy development for owned properties.
- Researching and analyzing potential disposition strategies and market conditions for portfolio optimization.
- Staying abreast of current real estate investment trends, market dynamics, and regulatory changes.
- Utilizing real estate databases and software tools for data analysis and reporting.
- Supporting senior management in strategic planning and business development initiatives.
Qualifications:
- Bachelor's degree in Finance, Economics, Real Estate, or a related quantitative field; MBA or Master's in Real Estate is a plus.
- Minimum of 5-7 years of experience in real estate analysis, investment, or valuation.
- Proven expertise in financial modeling, valuation techniques, and market research specific to real estate.
- Proficiency in Microsoft Excel (advanced functions, pivot tables, financial modeling) and PowerPoint.
- Experience with real estate databases and software (e.g., CoStar, ARGUS) is highly desirable.
- Strong analytical, critical thinking, and problem-solving skills.
- Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Detail-oriented with a high degree of accuracy in analysis and reporting.
- Ability to work independently and collaboratively in a team environment, manage multiple projects, and meet deadlines.
- Knowledge of various real estate asset classes (e.g., multifamily, office, retail, industrial) is a plus.
Apply Now
4
Global Real Estate Financial Analysis Associate - Americas
75026 Plano, Texas
JPMorgan Chase
Posted 16 days ago
Job Viewed
Job Description
As a Finance & Business Management professional within the Global Real Estate Finance team, you will be responsible for evaluating prospective real estate initiatives, performing due diligence and financial analysis, preparing business case financial analyses, and developing positive working relationships with GRE functional partners. You will promote process improvement, analyze data, report on key metrics, and provide recommendations to enhance the financial and operational performance of the portfolio.
The Global Real Estate (GRE) Finance team sits within Corporate Sector Finance. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire corporation. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects.
**Job Responsibilities:**
+ Evaluate prospective real estate initiatives involving ownership/leasing, capital investment and occupancy strategies associated with JPMC's corporate and retail (branch) real estate portfolio
+ Perform thoughtful due diligence and financial analysis of real estate transactions and ensure compliance to US GAAP and JPMC accounting policies (incl. balance sheet, income statement, cash view)
+ Prepare business case financial analyses for: new leases, lease renewals, stay vs. relocate, lease vs. buy, new developments, dispositions, and large multi-year investment strategies
+ Prepare high level initial P&L analysis / summaries to help team to hone in on driving financial assumptions; structure analysis to provide sensitivities of driving assumptions
+ Develop positive working relationships with GRE functional partners to maintain an open environment for collaboration
+ Facilitate prompt turn-around to support various strategy and transaction requirements
+ Drive process improvement & maintain oversight of model user tool and other strategic tools
+ Analyze Data, report on key operational / financial metrics & provide recommendations to enhance financial and operational performance of the portfolio
+ Perform high level assessment of construction budgets/ project cost schedules and communicate impact on P&L to relevant stakeholder and understand complexities & report on LOB occupancy allocations
+ Evaluate & benchmark GRE's performance via analysis of operating expenses, space usage, project management, transactional efficiency, overall real estate vision, etc.
**Required qualifications, capabilities, and skills:**
+ Bachelor's degree in business related discipline
+ 2+ years of FP&A and/or accounting experience
+ Expert with Microsoft Office suite, proficiency in Excel and PowerPoint
+ Ability to analyze data, process information and work under minimal supervision
+ Sound judgment and independent decision making are required
+ Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
+ Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
+ Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
**Required qualifications, capabilities, and skills:**
+ 2+ years of FP&A and/or accounting experience preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
The Global Real Estate (GRE) Finance team sits within Corporate Sector Finance. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire corporation. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects.
**Job Responsibilities:**
+ Evaluate prospective real estate initiatives involving ownership/leasing, capital investment and occupancy strategies associated with JPMC's corporate and retail (branch) real estate portfolio
+ Perform thoughtful due diligence and financial analysis of real estate transactions and ensure compliance to US GAAP and JPMC accounting policies (incl. balance sheet, income statement, cash view)
+ Prepare business case financial analyses for: new leases, lease renewals, stay vs. relocate, lease vs. buy, new developments, dispositions, and large multi-year investment strategies
+ Prepare high level initial P&L analysis / summaries to help team to hone in on driving financial assumptions; structure analysis to provide sensitivities of driving assumptions
+ Develop positive working relationships with GRE functional partners to maintain an open environment for collaboration
+ Facilitate prompt turn-around to support various strategy and transaction requirements
+ Drive process improvement & maintain oversight of model user tool and other strategic tools
+ Analyze Data, report on key operational / financial metrics & provide recommendations to enhance financial and operational performance of the portfolio
+ Perform high level assessment of construction budgets/ project cost schedules and communicate impact on P&L to relevant stakeholder and understand complexities & report on LOB occupancy allocations
+ Evaluate & benchmark GRE's performance via analysis of operating expenses, space usage, project management, transactional efficiency, overall real estate vision, etc.
**Required qualifications, capabilities, and skills:**
+ Bachelor's degree in business related discipline
+ 2+ years of FP&A and/or accounting experience
+ Expert with Microsoft Office suite, proficiency in Excel and PowerPoint
+ Ability to analyze data, process information and work under minimal supervision
+ Sound judgment and independent decision making are required
+ Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
+ Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
+ Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
**Required qualifications, capabilities, and skills:**
+ 2+ years of FP&A and/or accounting experience preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
View Now
5
Global Real Estate Financial Analysis Associate - Americas
75023 Plano, Texas
JPMorgan Chase Bank, N.A.
Posted 6 days ago
Job Viewed
Job Description
As a Finance & Business Management professional within the Global Real Estate Finance team, you will be responsible for evaluating prospective real estate initiatives, performing due diligence and financial analysis, preparing business case financial analyses, and developing positive working relationships with GRE functional partners. You will promote process improvement, analyze data, report on key metrics, and provide recommendations to enhance the financial and operational performance of the portfolio.
Required qualifications, capabilities, and skills:
Required qualifications, capabilities, and skills:
The Global Real Estate (GRE) Finance team sits within Corporate Sector Finance. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire corporation. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects.
Job Responsibilities:
- Evaluate prospective real estate initiatives involving ownership/leasing, capital investment and occupancy strategies associated with JPMC's corporate and retail (branch) real estate portfolio
- Perform thoughtful due diligence and financial analysis of real estate transactions and ensure compliance to US GAAP and JPMC accounting policies (incl. balance sheet, income statement, cash view)
- Prepare business case financial analyses for: new leases, lease renewals, stay vs. relocate, lease vs. buy, new developments, dispositions, and large multi-year investment strategies
- Prepare high level initial P&L analysis / summaries to help team to hone in on driving financial assumptions; structure analysis to provide sensitivities of driving assumptions
- Develop positive working relationships with GRE functional partners to maintain an open environment for collaboration
- Facilitate prompt turn-around to support various strategy and transaction requirements
- Drive process improvement & maintain oversight of model user tool and other strategic tools
- Analyze Data, report on key operational / financial metrics & provide recommendations to enhance financial and operational performance of the portfolio
- Perform high level assessment of construction budgets/ project cost schedules and communicate impact on P&L to relevant stakeholder and understand complexities & report on LOB occupancy allocations
- Evaluate & benchmark GRE's performance via analysis of operating expenses, space usage, project management, transactional efficiency, overall real estate vision, etc.
Required qualifications, capabilities, and skills:
- Bachelor's degree in business related discipline
- 2+ years of FP&A and/or accounting experience
- Expert with Microsoft Office suite, proficiency in Excel and PowerPoint
- Ability to analyze data, process information and work under minimal supervision
- Sound judgment and independent decision making are required
- Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
- Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
- Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
Required qualifications, capabilities, and skills:
- 2+ years of FP&A and/or accounting experience preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Apply Now
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6
Senior Associate, Healthcare Financial Analysis & Real Estate Advisory
Delaware, Delaware
Ankura
Posted 2 days ago
Job Viewed
Job Description
Ankura is a team of excellence founded on innovation and growth.
Healthcare Practice (Real Estate Advisory Services)
Practice Overview:
Our team advises the nation's leading health systems on their most critical capital and real estate investments. We help leaders mitigate risk and execute complex projects, from planning and design to financing and activation. Our work ensures our clients can deliver the right care, in the right place, at the right cost, directly impacting patient experience and population health.
Role Overview:
As a Senior Associate, you are the analytical engine at the heart of our client engagements. You won't just run numbers; you will transform complex, disparate data into the actionable insights that guide multi-million dollar real estate and investment decisions. This is a hands-on role for a technical expert who excels at building the models and telling the stories that drive strategy.
+ You'll be the technical backbone: Take ownership of data integration, financial analysis, and modeling, allowing senior team members to focus on strategic client leadership.
+ You'll work with critical data: Dive deep into patient volumes, payer contracts, financial performance, and utilization metrics to build a complete picture of a client's challenges and opportunities.
+ You'll deliver clarity from complexity: Your work in dashboards, models, and presentations will provide the clear, data-driven answers that healthcare executives need to act decisively.
Why This Role is a Career Accelerator
This is an opportunity to bypass the slow, linear path of a traditional healthcare career. You will gain a decade's worth of experience in a fraction of the time by tackling diverse, high-stakes challenges.
+ Unmatched Exposure: Work across multiple health systems on a variety of projects, from strategic planning for a new hospital wing to turnaround analysis for an underperforming portfolio.
+ Direct Impact: Your analysis will directly influence major capital decisions that shape how communities receive care for years to come.
+ Deep Mentorship: Lead technical workstreams while learning the art of consulting from experienced leaders who are invested in your growth.
+ Lifestyle and Flexibility: Enjoy a remote work environment with manageable travel (10-15%) that gets you in front of clients.
Responsibilities:
+ Data Integration & Management: Lead the end-to-end technical data lifecycle, including integration, cleaning, and validation of large datasets from disparate EMR and financial systems.
+ Financial & Operational Analysis: Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for all service lines, facilities, and payer contracts.
+ Healthcare Metrics Analysis: Analyze healthcare-specific operational metrics (e.g., patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends.
+ Strategic Modeling & Forecasting: Develop robust financial models, business cases, and ROI analyses to evaluate capital investments, strategic initiatives, and inform demand forecasting.
+ Executive Communication & Visualization: Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and compelling data-driven presentations (PowerPoint).
+ Strategic Collaboration: Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis.
Requirements:
Core Experience
+ Bachelor's degree in Finance, Healthcare Administration, Business, or a related quantitative field.
+ 3-5 years of experience in a financial, analytical, or operational role within a health system or healthcare organization (e.g., FP&A, Decision Support, Operations).
Healthcare Domain Expertise
+ Deep understanding of healthcare industry dynamics (providers, payers, regulations) and financial/operational terminology (e.g., DRGs, cost accounting, service lines, utilization metrics).
+ Demonstrated experience using data analysis to support strategic and operational decision-making in a healthcare context.
Technical & Analytical Proficiencies
+ Advanced proficiency in Excel for complex financial modeling and data analysis.
+ Required proficiency with data visualization tools (Tableau or Power BI), including experience building executive-level dashboards.
+ Proven experience working with and integrating large, disparate datasets from clinical and financial systems (EMR experience like Epic or Cerner is strongly preferred).
Professional Attributes
+ Exceptional communication and data storytelling skills; ability to translate complex analysis into clear business insights for executive audiences.
+ High level of initiative, intellectual curiosity, and the ability to manage multiple projects independently in a dynamic environment.
+ Strong presentation skills with proficiency in PowerPoint.
Logistical Requirements
+ Authorized to work in the U.S. without employer sponsorship.
+ Willingness to travel based on project needs (up to 15%).
Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email or call toll-free . This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
Healthcare Practice (Real Estate Advisory Services)
Practice Overview:
Our team advises the nation's leading health systems on their most critical capital and real estate investments. We help leaders mitigate risk and execute complex projects, from planning and design to financing and activation. Our work ensures our clients can deliver the right care, in the right place, at the right cost, directly impacting patient experience and population health.
Role Overview:
As a Senior Associate, you are the analytical engine at the heart of our client engagements. You won't just run numbers; you will transform complex, disparate data into the actionable insights that guide multi-million dollar real estate and investment decisions. This is a hands-on role for a technical expert who excels at building the models and telling the stories that drive strategy.
+ You'll be the technical backbone: Take ownership of data integration, financial analysis, and modeling, allowing senior team members to focus on strategic client leadership.
+ You'll work with critical data: Dive deep into patient volumes, payer contracts, financial performance, and utilization metrics to build a complete picture of a client's challenges and opportunities.
+ You'll deliver clarity from complexity: Your work in dashboards, models, and presentations will provide the clear, data-driven answers that healthcare executives need to act decisively.
Why This Role is a Career Accelerator
This is an opportunity to bypass the slow, linear path of a traditional healthcare career. You will gain a decade's worth of experience in a fraction of the time by tackling diverse, high-stakes challenges.
+ Unmatched Exposure: Work across multiple health systems on a variety of projects, from strategic planning for a new hospital wing to turnaround analysis for an underperforming portfolio.
+ Direct Impact: Your analysis will directly influence major capital decisions that shape how communities receive care for years to come.
+ Deep Mentorship: Lead technical workstreams while learning the art of consulting from experienced leaders who are invested in your growth.
+ Lifestyle and Flexibility: Enjoy a remote work environment with manageable travel (10-15%) that gets you in front of clients.
Responsibilities:
+ Data Integration & Management: Lead the end-to-end technical data lifecycle, including integration, cleaning, and validation of large datasets from disparate EMR and financial systems.
+ Financial & Operational Analysis: Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for all service lines, facilities, and payer contracts.
+ Healthcare Metrics Analysis: Analyze healthcare-specific operational metrics (e.g., patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends.
+ Strategic Modeling & Forecasting: Develop robust financial models, business cases, and ROI analyses to evaluate capital investments, strategic initiatives, and inform demand forecasting.
+ Executive Communication & Visualization: Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and compelling data-driven presentations (PowerPoint).
+ Strategic Collaboration: Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis.
Requirements:
Core Experience
+ Bachelor's degree in Finance, Healthcare Administration, Business, or a related quantitative field.
+ 3-5 years of experience in a financial, analytical, or operational role within a health system or healthcare organization (e.g., FP&A, Decision Support, Operations).
Healthcare Domain Expertise
+ Deep understanding of healthcare industry dynamics (providers, payers, regulations) and financial/operational terminology (e.g., DRGs, cost accounting, service lines, utilization metrics).
+ Demonstrated experience using data analysis to support strategic and operational decision-making in a healthcare context.
Technical & Analytical Proficiencies
+ Advanced proficiency in Excel for complex financial modeling and data analysis.
+ Required proficiency with data visualization tools (Tableau or Power BI), including experience building executive-level dashboards.
+ Proven experience working with and integrating large, disparate datasets from clinical and financial systems (EMR experience like Epic or Cerner is strongly preferred).
Professional Attributes
+ Exceptional communication and data storytelling skills; ability to translate complex analysis into clear business insights for executive audiences.
+ High level of initiative, intellectual curiosity, and the ability to manage multiple projects independently in a dynamic environment.
+ Strong presentation skills with proficiency in PowerPoint.
Logistical Requirements
+ Authorized to work in the U.S. without employer sponsorship.
+ Willingness to travel based on project needs (up to 15%).
Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email or call toll-free . This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
View Now
7
Senior Associate, Healthcare Financial Analysis & Real Estate Advisory
Florida, Florida
Ankura
Posted 2 days ago
Job Viewed
Job Description
Ankura is a team of excellence founded on innovation and growth.
Healthcare Practice (Real Estate Advisory Services)
Practice Overview:
Our team advises the nation's leading health systems on their most critical capital and real estate investments. We help leaders mitigate risk and execute complex projects, from planning and design to financing and activation. Our work ensures our clients can deliver the right care, in the right place, at the right cost, directly impacting patient experience and population health.
Role Overview:
As a Senior Associate, you are the analytical engine at the heart of our client engagements. You won't just run numbers; you will transform complex, disparate data into the actionable insights that guide multi-million dollar real estate and investment decisions. This is a hands-on role for a technical expert who excels at building the models and telling the stories that drive strategy.
+ You'll be the technical backbone: Take ownership of data integration, financial analysis, and modeling, allowing senior team members to focus on strategic client leadership.
+ You'll work with critical data: Dive deep into patient volumes, payer contracts, financial performance, and utilization metrics to build a complete picture of a client's challenges and opportunities.
+ You'll deliver clarity from complexity: Your work in dashboards, models, and presentations will provide the clear, data-driven answers that healthcare executives need to act decisively.
Why This Role is a Career Accelerator
This is an opportunity to bypass the slow, linear path of a traditional healthcare career. You will gain a decade's worth of experience in a fraction of the time by tackling diverse, high-stakes challenges.
+ Unmatched Exposure: Work across multiple health systems on a variety of projects, from strategic planning for a new hospital wing to turnaround analysis for an underperforming portfolio.
+ Direct Impact: Your analysis will directly influence major capital decisions that shape how communities receive care for years to come.
+ Deep Mentorship: Lead technical workstreams while learning the art of consulting from experienced leaders who are invested in your growth.
+ Lifestyle and Flexibility: Enjoy a remote work environment with manageable travel (10-15%) that gets you in front of clients.
Responsibilities:
+ Data Integration & Management: Lead the end-to-end technical data lifecycle, including integration, cleaning, and validation of large datasets from disparate EMR and financial systems.
+ Financial & Operational Analysis: Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for all service lines, facilities, and payer contracts.
+ Healthcare Metrics Analysis: Analyze healthcare-specific operational metrics (e.g., patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends.
+ Strategic Modeling & Forecasting: Develop robust financial models, business cases, and ROI analyses to evaluate capital investments, strategic initiatives, and inform demand forecasting.
+ Executive Communication & Visualization: Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and compelling data-driven presentations (PowerPoint).
+ Strategic Collaboration: Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis.
Requirements:
Core Experience
+ Bachelor's degree in Finance, Healthcare Administration, Business, or a related quantitative field.
+ 3-5 years of experience in a financial, analytical, or operational role within a health system or healthcare organization (e.g., FP&A, Decision Support, Operations).
Healthcare Domain Expertise
+ Deep understanding of healthcare industry dynamics (providers, payers, regulations) and financial/operational terminology (e.g., DRGs, cost accounting, service lines, utilization metrics).
+ Demonstrated experience using data analysis to support strategic and operational decision-making in a healthcare context.
Technical & Analytical Proficiencies
+ Advanced proficiency in Excel for complex financial modeling and data analysis.
+ Required proficiency with data visualization tools (Tableau or Power BI), including experience building executive-level dashboards.
+ Proven experience working with and integrating large, disparate datasets from clinical and financial systems (EMR experience like Epic or Cerner is strongly preferred).
Professional Attributes
+ Exceptional communication and data storytelling skills; ability to translate complex analysis into clear business insights for executive audiences.
+ High level of initiative, intellectual curiosity, and the ability to manage multiple projects independently in a dynamic environment.
+ Strong presentation skills with proficiency in PowerPoint.
Logistical Requirements
+ Authorized to work in the U.S. without employer sponsorship.
+ Willingness to travel based on project needs (up to 15%).
Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email or call toll-free . This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
Healthcare Practice (Real Estate Advisory Services)
Practice Overview:
Our team advises the nation's leading health systems on their most critical capital and real estate investments. We help leaders mitigate risk and execute complex projects, from planning and design to financing and activation. Our work ensures our clients can deliver the right care, in the right place, at the right cost, directly impacting patient experience and population health.
Role Overview:
As a Senior Associate, you are the analytical engine at the heart of our client engagements. You won't just run numbers; you will transform complex, disparate data into the actionable insights that guide multi-million dollar real estate and investment decisions. This is a hands-on role for a technical expert who excels at building the models and telling the stories that drive strategy.
+ You'll be the technical backbone: Take ownership of data integration, financial analysis, and modeling, allowing senior team members to focus on strategic client leadership.
+ You'll work with critical data: Dive deep into patient volumes, payer contracts, financial performance, and utilization metrics to build a complete picture of a client's challenges and opportunities.
+ You'll deliver clarity from complexity: Your work in dashboards, models, and presentations will provide the clear, data-driven answers that healthcare executives need to act decisively.
Why This Role is a Career Accelerator
This is an opportunity to bypass the slow, linear path of a traditional healthcare career. You will gain a decade's worth of experience in a fraction of the time by tackling diverse, high-stakes challenges.
+ Unmatched Exposure: Work across multiple health systems on a variety of projects, from strategic planning for a new hospital wing to turnaround analysis for an underperforming portfolio.
+ Direct Impact: Your analysis will directly influence major capital decisions that shape how communities receive care for years to come.
+ Deep Mentorship: Lead technical workstreams while learning the art of consulting from experienced leaders who are invested in your growth.
+ Lifestyle and Flexibility: Enjoy a remote work environment with manageable travel (10-15%) that gets you in front of clients.
Responsibilities:
+ Data Integration & Management: Lead the end-to-end technical data lifecycle, including integration, cleaning, and validation of large datasets from disparate EMR and financial systems.
+ Financial & Operational Analysis: Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for all service lines, facilities, and payer contracts.
+ Healthcare Metrics Analysis: Analyze healthcare-specific operational metrics (e.g., patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends.
+ Strategic Modeling & Forecasting: Develop robust financial models, business cases, and ROI analyses to evaluate capital investments, strategic initiatives, and inform demand forecasting.
+ Executive Communication & Visualization: Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and compelling data-driven presentations (PowerPoint).
+ Strategic Collaboration: Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis.
Requirements:
Core Experience
+ Bachelor's degree in Finance, Healthcare Administration, Business, or a related quantitative field.
+ 3-5 years of experience in a financial, analytical, or operational role within a health system or healthcare organization (e.g., FP&A, Decision Support, Operations).
Healthcare Domain Expertise
+ Deep understanding of healthcare industry dynamics (providers, payers, regulations) and financial/operational terminology (e.g., DRGs, cost accounting, service lines, utilization metrics).
+ Demonstrated experience using data analysis to support strategic and operational decision-making in a healthcare context.
Technical & Analytical Proficiencies
+ Advanced proficiency in Excel for complex financial modeling and data analysis.
+ Required proficiency with data visualization tools (Tableau or Power BI), including experience building executive-level dashboards.
+ Proven experience working with and integrating large, disparate datasets from clinical and financial systems (EMR experience like Epic or Cerner is strongly preferred).
Professional Attributes
+ Exceptional communication and data storytelling skills; ability to translate complex analysis into clear business insights for executive audiences.
+ High level of initiative, intellectual curiosity, and the ability to manage multiple projects independently in a dynamic environment.
+ Strong presentation skills with proficiency in PowerPoint.
Logistical Requirements
+ Authorized to work in the U.S. without employer sponsorship.
+ Willingness to travel based on project needs (up to 15%).
Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email or call toll-free . This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
View Now
8
Senior Associate, Healthcare Financial Analysis & Real Estate Advisory
Maryland, Maryland
Ankura
Posted 2 days ago
Job Viewed
Job Description
Ankura is a team of excellence founded on innovation and growth.
Healthcare Practice (Real Estate Advisory Services)
Practice Overview:
Our team advises the nation's leading health systems on their most critical capital and real estate investments. We help leaders mitigate risk and execute complex projects, from planning and design to financing and activation. Our work ensures our clients can deliver the right care, in the right place, at the right cost, directly impacting patient experience and population health.
Role Overview:
As a Senior Associate, you are the analytical engine at the heart of our client engagements. You won't just run numbers; you will transform complex, disparate data into the actionable insights that guide multi-million dollar real estate and investment decisions. This is a hands-on role for a technical expert who excels at building the models and telling the stories that drive strategy.
+ You'll be the technical backbone: Take ownership of data integration, financial analysis, and modeling, allowing senior team members to focus on strategic client leadership.
+ You'll work with critical data: Dive deep into patient volumes, payer contracts, financial performance, and utilization metrics to build a complete picture of a client's challenges and opportunities.
+ You'll deliver clarity from complexity: Your work in dashboards, models, and presentations will provide the clear, data-driven answers that healthcare executives need to act decisively.
Why This Role is a Career Accelerator
This is an opportunity to bypass the slow, linear path of a traditional healthcare career. You will gain a decade's worth of experience in a fraction of the time by tackling diverse, high-stakes challenges.
+ Unmatched Exposure: Work across multiple health systems on a variety of projects, from strategic planning for a new hospital wing to turnaround analysis for an underperforming portfolio.
+ Direct Impact: Your analysis will directly influence major capital decisions that shape how communities receive care for years to come.
+ Deep Mentorship: Lead technical workstreams while learning the art of consulting from experienced leaders who are invested in your growth.
+ Lifestyle and Flexibility: Enjoy a remote work environment with manageable travel (10-15%) that gets you in front of clients.
Responsibilities:
+ Data Integration & Management: Lead the end-to-end technical data lifecycle, including integration, cleaning, and validation of large datasets from disparate EMR and financial systems.
+ Financial & Operational Analysis: Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for all service lines, facilities, and payer contracts.
+ Healthcare Metrics Analysis: Analyze healthcare-specific operational metrics (e.g., patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends.
+ Strategic Modeling & Forecasting: Develop robust financial models, business cases, and ROI analyses to evaluate capital investments, strategic initiatives, and inform demand forecasting.
+ Executive Communication & Visualization: Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and compelling data-driven presentations (PowerPoint).
+ Strategic Collaboration: Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis.
Requirements:
Core Experience
+ Bachelor's degree in Finance, Healthcare Administration, Business, or a related quantitative field.
+ 3-5 years of experience in a financial, analytical, or operational role within a health system or healthcare organization (e.g., FP&A, Decision Support, Operations).
Healthcare Domain Expertise
+ Deep understanding of healthcare industry dynamics (providers, payers, regulations) and financial/operational terminology (e.g., DRGs, cost accounting, service lines, utilization metrics).
+ Demonstrated experience using data analysis to support strategic and operational decision-making in a healthcare context.
Technical & Analytical Proficiencies
+ Advanced proficiency in Excel for complex financial modeling and data analysis.
+ Required proficiency with data visualization tools (Tableau or Power BI), including experience building executive-level dashboards.
+ Proven experience working with and integrating large, disparate datasets from clinical and financial systems (EMR experience like Epic or Cerner is strongly preferred).
Professional Attributes
+ Exceptional communication and data storytelling skills; ability to translate complex analysis into clear business insights for executive audiences.
+ High level of initiative, intellectual curiosity, and the ability to manage multiple projects independently in a dynamic environment.
+ Strong presentation skills with proficiency in PowerPoint.
Logistical Requirements
+ Authorized to work in the U.S. without employer sponsorship.
+ Willingness to travel based on project needs (up to 15%).
Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email or call toll-free . This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
Healthcare Practice (Real Estate Advisory Services)
Practice Overview:
Our team advises the nation's leading health systems on their most critical capital and real estate investments. We help leaders mitigate risk and execute complex projects, from planning and design to financing and activation. Our work ensures our clients can deliver the right care, in the right place, at the right cost, directly impacting patient experience and population health.
Role Overview:
As a Senior Associate, you are the analytical engine at the heart of our client engagements. You won't just run numbers; you will transform complex, disparate data into the actionable insights that guide multi-million dollar real estate and investment decisions. This is a hands-on role for a technical expert who excels at building the models and telling the stories that drive strategy.
+ You'll be the technical backbone: Take ownership of data integration, financial analysis, and modeling, allowing senior team members to focus on strategic client leadership.
+ You'll work with critical data: Dive deep into patient volumes, payer contracts, financial performance, and utilization metrics to build a complete picture of a client's challenges and opportunities.
+ You'll deliver clarity from complexity: Your work in dashboards, models, and presentations will provide the clear, data-driven answers that healthcare executives need to act decisively.
Why This Role is a Career Accelerator
This is an opportunity to bypass the slow, linear path of a traditional healthcare career. You will gain a decade's worth of experience in a fraction of the time by tackling diverse, high-stakes challenges.
+ Unmatched Exposure: Work across multiple health systems on a variety of projects, from strategic planning for a new hospital wing to turnaround analysis for an underperforming portfolio.
+ Direct Impact: Your analysis will directly influence major capital decisions that shape how communities receive care for years to come.
+ Deep Mentorship: Lead technical workstreams while learning the art of consulting from experienced leaders who are invested in your growth.
+ Lifestyle and Flexibility: Enjoy a remote work environment with manageable travel (10-15%) that gets you in front of clients.
Responsibilities:
+ Data Integration & Management: Lead the end-to-end technical data lifecycle, including integration, cleaning, and validation of large datasets from disparate EMR and financial systems.
+ Financial & Operational Analysis: Conduct comprehensive financial and operational analysis including profitability, cost/margin modeling, and utilization trends for all service lines, facilities, and payer contracts.
+ Healthcare Metrics Analysis: Analyze healthcare-specific operational metrics (e.g., patient volumes, length of stay, DRG classifications, case mix) to identify key business drivers and performance trends.
+ Strategic Modeling & Forecasting: Develop robust financial models, business cases, and ROI analyses to evaluate capital investments, strategic initiatives, and inform demand forecasting.
+ Executive Communication & Visualization: Translate complex data into actionable insights for executive leadership using interactive dashboards (Tableau/Power BI) and compelling data-driven presentations (PowerPoint).
+ Strategic Collaboration: Collaborate with senior leadership to develop strategic recommendations grounded in financial and operational analysis.
Requirements:
Core Experience
+ Bachelor's degree in Finance, Healthcare Administration, Business, or a related quantitative field.
+ 3-5 years of experience in a financial, analytical, or operational role within a health system or healthcare organization (e.g., FP&A, Decision Support, Operations).
Healthcare Domain Expertise
+ Deep understanding of healthcare industry dynamics (providers, payers, regulations) and financial/operational terminology (e.g., DRGs, cost accounting, service lines, utilization metrics).
+ Demonstrated experience using data analysis to support strategic and operational decision-making in a healthcare context.
Technical & Analytical Proficiencies
+ Advanced proficiency in Excel for complex financial modeling and data analysis.
+ Required proficiency with data visualization tools (Tableau or Power BI), including experience building executive-level dashboards.
+ Proven experience working with and integrating large, disparate datasets from clinical and financial systems (EMR experience like Epic or Cerner is strongly preferred).
Professional Attributes
+ Exceptional communication and data storytelling skills; ability to translate complex analysis into clear business insights for executive audiences.
+ High level of initiative, intellectual curiosity, and the ability to manage multiple projects independently in a dynamic environment.
+ Strong presentation skills with proficiency in PowerPoint.
Logistical Requirements
+ Authorized to work in the U.S. without employer sponsorship.
+ Willingness to travel based on project needs (up to 15%).
Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email or call toll-free . This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at critical inflection points related to conflict, crisis, performance, risk, strategy, and transformation. The Ankura team consists of more than 2000 professionals serving 3,000+ clients across 55 countries who are leaders in their respective fields and areas of expertise. Collaborative Lateral Thinking That Deliversᵀᴹ, hard-earned experience, expertise, and multidisciplinary capabilities drive results and Ankura is unrivalled in its ability to assist clients to Protect, Create, and Recover Valueᵀᴹ. For more information, please visit, ankura.com.
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