Senior Analyst, Capital Markets

SUMMARY

This position will work with the Capital Markets team and broader Corporate Finance group to advance Welltower's investment opportunities and overall growth strategy. The role is highly visible and requires regular collaboration with senior management of the Company and periodic interaction with the Board of Directors. The objectives of the Capital Markets team include:

• Ensure access to a plurality of efficient capital sources across debt and equity and the public and private markets
• Delivery of company's fundamental operating performance and strategic initiatives and investments to key external stakeholders in partnership with cross-functional teams across the company
• Maximize impact of investor relations strategy through the preparation and coordination of presentations to institutional investors, Wall Street analysts, bank groups, and rating agencies, as well as multi-year strategic presentations for the Company's Board of Directors
• Optimize management team effectiveness with activities related to conferences, property tours, investor meetings and managing investor inquiries and requests
• Monitor trends in equity, fixed income, foreign exchange and derivatives markets to establish and execute balance sheet strategy and determine optimal sources of capital

KEY RESPONSIBILITIES

Capital Markets

• Contribute to the execution of capital raises through public equity offerings, debt offerings, restructurings, bridge loans, and other financings including working with outside counsel, lenders and banking relationships
• Support the execution and management of the company's foreign exchange and interest rate derivatives hedging strategy
• Build and manage corporate sources & uses model; integrate with annual budget and transaction pipeline; present cash management and leverage position to senior management and participate in short and long-term capitalization strategy
• Assist in the preparation of quarterly NAV modeling and cost of capital guidelines

Investor Relations

• Support management team with activities related to conferences, property tours, investor meetings and managing investor inquiries and requests
• Manage correspondence with research analysts. Review analyst models and coordinate with internal teams to ensure accurate financial projections and earnings estimates
• Evaluate content of supplemental financial information and support the management team in the preparation of quarterly earnings analysis and call materials
• Oversee drafting and publication of press releases, presentation materials and transaction announcements, including working with internal and external parties on content and messaging
• Collaborate with internal and external resources on corporate branding and internal ad hoc research projects

Financial Planning and Analysis

• Collaborate with the financial planning and analysis team to prepare projections, analyses and presentations for the Board of Directors, investors, research analysts and rating agencies

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

TRAVEL

Some out-of-area and overnight travel may be expected.

COMPENSATION

Salaries may vary by location. The range for this role is $96,000 - $125,000 plus bonus. Salary determinations are made based on numerous factors, such as, but not limited to, the relevant market and the skill, experience, and education of the selected candidate.

MINIMUM REQUIREMENTS

• Bachelor's degree in finance, economics, business administration, or a related field.
• At least 3 years of pertinent experience in capital markets.
• Proficiency in interpreting and analyzing publicly reported financial statements.
• Effective verbal and written communication skills with senior internal and external stakeholders.
• Strong expertise in Microsoft PowerPoint, capable of crafting visually appealing presentations. Demonstrated ability to transform intricate financial analyses into easily understandable charts and graphs.
• Experience collaborating within virtual teams and across various lines of business

Applicants must be able to pass a pre-employment drug screen.

WHAT WE OFFER

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employer-matching 401(k) Program + Profit Sharing Program
• Student Debt Program - we'll contribute up to $10,000 towards your student loans!
• Tuition Assistance Program
• Employee Stock Purchase Program - purchase shares at a 15% discount
• Comprehensive and progressive Medical/Dental/Vision options
• And much more! https://welltower.com/newsroom/careers/

ABOUT WELLTOWER

Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)