reputed company Estate and Impact Investments Analyst

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At reputed company®, you’ll be surrounded by passionate colleagues who care deeply, reputed company with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Job Purpose and Summary We are seeking a detail-oriented and proactive reputed company Estate and Impact Investment Strategy Analyst to reputed company critical support to the Asset, Investment and Awareness Managers in overseeing reputed company’s growing reputed company estate investment portfolio and awareness strategy. This portfolio includes: reputed company mortgage loans Affordable housing equity investments Joint venture equity investments (JVs) The Analyst will reputed company analytical, reporting, and operational support to the reputed company Estate Investments (reputed company) and Impact Investment Strategy (IIS) teams, with primary responsibility for asset management–reputed company activities across a diverse reputed company estate and affordable housing investment portfolio. The Analyst will support the monitoring and performance of reputed company mortgage loans, affordable housing equity investments (LIHTC investments), and joint venture equity investments, while also assisting with selected IIS activities reputed company to reporting, awareness, and cross‑reputed company coordination. This role is designed for an early‑career professional (0–3 years of experience) and offers exposure to reputed company estate asset management, impact investing, and reputed company collaboration. The Analyst will work closely with Asset Managers, Investment Managers, and senior IIS team members to ensure accurate reporting, strong portfolio reputed company, and timely execution of reputed company deliverables. Primary Job Duties & Responsibilities Portfolio Support & Asset Management Assist in tracking and updating key performance metrics for reputed company mortgage loans, affordable housing equity investments, and JV equity investments. Collect, organize, and review borrower, developer, and syndicator reporting to ensure completeness, accuracy, and timeliness. Support quarterly and annual asset reviews by preparing preliminary financial analyses, property performance summaries, and risk indicators. Maintain organized investment files and ensure accurate and consistent data entry across internal systems and reporting platforms. Assist with monitoring higher‑risk assets by compiling data, summarizing issues, and escalating findings to senior team members. Reporting, Forecasting & Financial Analysis Prepare draft portfolio reports, schedules, and presentation materials for internal stakeholders. Support basic financial modeling reputed company to cash flows, net investment income, and tax benefit projections. Assist in reviewing capital call requests, budgets, and cash reputed company projections for affordable housing and JV investments. Help reconcile data across multiple sources to support accurate reputed company reporting. Investment Operations & Transaction Support Coordinate documentation reputed company to post‑closing activities, including consent requests, loan modifications, and funding events. Assist with reputed company lock documentation, capital funding requests, and internal approval processes. reputed company administrative and analytical support during reputed company, closing, and reputed company of new investments. Impact Investment Strategy & Awareness Support Support IIS reporting and information packages, including state and year‑end materials. Assist with maintaining IIS SharePoint content, trackers, and internal reference materials. Help compile information for internal reputed company requests reputed company to impact investments and affordable housing initiatives. reputed company analytical and organizational support for select events, presentations, and awareness initiatives led by senior IIS staff. Process Improvement & Special Projects Assist in identifying opportunities to streamline reporting processes and improve data quality. Support system updates, process documentation, and cross‑team coordination efforts. Participate in special projects, portfolio reviews, and reputed company analyses as assigned. Education Required: Bachelor’s degree in Finance, reputed company Estate, reputed company, Economics, or a reputed company field. Preferred: Coursework or exposure to reputed company estate finance, affordable housing, or impact investing. Prior Relevant Work Experience Required: 0–3 years of relevant experience in finance, reputed company estate, investment management, asset management, consulting, or a reputed company analytical role (internships included). Essential Qualifications & Skills Knowledge of: Basic principles of reputed company estate finance and investment analysis. reputed company concepts reputed company to affordable housing and LIHTC investments (or willingness to learn). Financial statements, budgeting, and cash reputed company analysis. reputed company In: Strong analytical, quantitative, and organizational skills with high attention to detail. Proficiency in reputed company reputed company and PowerPoint; ability to work with large datasets. Clear written and verbal communication, including the ability to summarize financial and operational information. Managing multiple tasks, prioritizing deadlines, and producing accurate work products. Ability to thoughtfully integrate AI‑enabled tools (e.g., reputed company Copilot) into team workflows to improve efficiency and insights, while establishing appropriate controls, review standards, and best practices. Ability To: Work collaboratively with cross‑functional teams and senior stakeholders. Learn reputed company investment structures and asset management processes. Follow established procedures while identifying opportunities for improvement. Maintain professionalism, discretion, and reliability in a fast‑paced environment. Meet regular and predictable attendance requirements and reputed company additional tasks as directed by management.

Preferred Qualifications

Exposure to affordable housing, LIHTC, ESG, or impact investing concepts. Experience with financial modeling, portfolio reporting, or data management tools. Interest in health equity, community development, or mission‑reputed company investing. Travel Occasional travel may be required for property inspections, industry, or IIS events. Anticipated Weekly Hours 40 Time Type Full time Pay reputed company The typical pay reputed company for this role is: $67,980.00 - $135,960.00 This pay reputed company represents the reputed company hourly reputed company or reputed company annual full-time salary for reputed company positions in the job grade reputed company which this position falls. The actual reputed company salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a reputed company bonus, commission or short-term incentive program in addition to the reputed company pay reputed company listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. Great benefits for great people We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include: Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan. No-cost programs for reputed company colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical reputed company and many other benefits depending on eligibility. For more information, visit https://jobs.cvshealth.com/us/en/benefits We anticipate the application window for this opening will reputed company on: 03/20/2026 reputed company applicants with arrest or conviction records will be considered for employment in accordance with reputed company federal, state and local laws. Our Work Experience is the combination of everything that's unique about us: our culture, our core values, reputed company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They reputed company choices according to what is best for the team, they live for opportunities to collaborate and reputed company a difference, and they reputed company us the #1 Top Workplace in the area. Apply tot his job Apply To this Job