Real Estate and Impact Investments Analyst at CVS Health · CT -…

Summary: CVS Health is focused on building a world of health around every individual, striving to simplify health care for communities. They are seeking a detail-oriented and proactive Real Estate and Impact Investment Strategy Analyst to provide critical support in overseeing Aetna’s growing real estate investment portfolio and awareness strategy. Responsibilities: - Assist in tracking and updating key performance metrics for commercial 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 - Prepare draft portfolio reports, schedules, and presentation materials for internal stakeholders - Support basic financial modeling related to cash flows, net investment income, and tax benefit projections - Assist in reviewing capital call requests, budgets, and cash flow projections for affordable housing and JV investments - Help reconcile data across multiple sources to support accurate enterprise reporting - Coordinate documentation related to post‑closing activities, including consent requests, loan modifications, and funding events - Assist with rate lock documentation, capital funding requests, and internal approval processes - Provide administrative and analytical support during underwriting, closing, and onboarding of new investments - 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 enterprise requests related to impact investments and affordable housing initiatives - Provide analytical and organizational support for select events, presentations, and awareness initiatives led by senior IIS staff - 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 ad‑hoc analyses as assigned Required Qualifications: - Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field - 0–3 years of relevant experience in finance, real estate, investment management, asset management, consulting, or a related analytical role (internships included) - Basic principles of real estate finance and investment analysis - Fundamental concepts related to affordable housing and LIHTC investments (or willingness to learn) - Financial statements, budgeting, and cash flow analysis - Strong analytical, quantitative, and organizational skills with high attention to detail - Proficiency in Microsoft Excel 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., Microsoft Copilot) into team workflows to improve efficiency and insights, while establishing appropriate controls, review standards, and best practices - Work collaboratively with cross‑functional teams and senior stakeholders - Learn complex 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 perform additional tasks as directed by management Preferred Qualifications: - Coursework or exposure to real estate finance, affordable housing, or impact investing - 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‑aligned investing Required Skills: Real estate finance, Investment analysis, Financial modeling Important Skills: Microsoft Excel, Data management Nice-to-Have Skills: Analytical skills Benefits: Affordable medical plan options, 401(k) plan (including matching company contributions), Employee stock purchase plan, No-cost programs for all 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 access and many other benefits depending on eligibility.