Investment Management Analyst/Associate Position

3 weeks ago


Cleveland, United States Woodside Health Full time

Woodside Health

Investment Management Analyst/Associate Position Woodside Health (WSH) is a Cleveland based private equity real estate investment firm with a national scope that acquires and manages stabilized and value add medical office buildings (MOB). WSH currently has over $750M in assets under management and is rapidly growing its portfolio. WSH is seeking a full-time Investment Management Analyst/Associate who will focus on financial modeling and analysis, monitoring portfolio and asset level KPIs, reporting, and assisting with capital raising. This is a highly quantitative role supporting critical organizational initiatives. The position will have exposure to all company functions, and will work directly with senior leadership, with significant opportunities for professional development, advancement, competitive compensation, and benefits.

Core Job Responsibilities Create and maintain financial models to monitor monthly cash flows, distributions, debt covenants, performance thresholds, and returns Work closely with management to develop asset and portfolio level annual business plans, monitor progress, and assess next steps Collaborate across internal teams and external service providers to aggregate, consolidate, and synthesize data to guide decision making across business units Update and maintain accurate ARGUS models for our portfolio of real estate assets Create and maintain asset, fund, and portfolio level pro forma models with complex waterfall structures Work closely with management to support multiple areas of the capital raising process Work closely with management to support asset sales, refinancing, and recapitalizations Able to plan and prioritize while focusing on detail orientation and effective time management Intermittent travel to conduct site visits

Education Requirements Completion of a four year undergraduate degree in business, finance, accounting, real estate, data analytics, or a similar discipline

Job Requirements 1-3 Years performing financial planning and analysis, investment analysis, audit, business analytics, data analytics or other financial/quantitative roles Advanced knowledge of Excel is a must Experience working with and synthesizing large data sets Strong financial modeling skills, experience with ARGUS is preferred Efficient working knowledge of Word, e-mail and other business and communication software Highly organized and attention to detail with the ability to manage multiple projects Ability to read and understand leases and other real estate documents

#J-18808-Ljbffr



  • Cleveland, United States NRP Group Full time

    Come join NRP's A+ team! We've been recognized as a "Top Workplace" because we promote a culture where our team can build long-term careers and connections. As we grow as a company, our goal is that you will grow in your career. NRP has been recognized with several industry awards including Top Workplaces; Best and Brightest Companies to Work For; and...


  • Cleveland, United States PNC Bank Full time

    Executes and analyzes established compliance programs to prevent illegal, unethical, or improper business practices. Supports key business initiatives by gathering necessary data to identify compliance risks. Under supervision, may assist in suggesti Program Analyst, Compliance, Investment, Analyst, Program, Business Partner, Technology, Banking


  • Cleveland, United States GLASfunds Full time

    About GLASfunds: GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise,...


  • Cleveland, United States GLASfunds Full time

    About GLASfunds: GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise,...


  • Cleveland, United States Boyd Watterson Asset Management Full time

    Job Type Full-time Description Boyd Watterson offers a highly competitive total compensation package. Our benefits include: Medical, Dental & Vision Plans Company paid Life Insurance Health Savings Accounts Flexible Spending Accounts 401(k) plus match Paid Time Off (PTO) and Holidays Boyd Watterson is a dynamic company built around integrity and...


  • Cleveland, OH, United States Boyd Watterson Asset Management Full time

    Medical, Dental & Vision Plans ~ Health Savings Accounts ~ Flexible Spending Accounts ~Paid Time Off (PTO) and Holidays This position will work out of our Cleveland, Ohio office location. Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment...


  • Cleveland, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Description:As a Healthcare Investment Banking Associate, you will be an integral part of our dynamic team, specializing in healthcare sector transactions. You will collaborate with senior bankers to execute mergers and acquisitions, capital raising, and strategic advisory services for our clients in the healthcare industry....


  • Cleveland, United States StepStone Group Full time

    Job DescriptionJob DescriptionStepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe...


  • Cleveland, United States StepStone Group Full time

    Job DescriptionJob DescriptionStepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and...


  • Cleveland, United States Hispanic Business Center Full time

    Examples of Duties Under administrative direction,works collaboratively with local stakeholders, government officials, and community leaders the Neighborhood Investment Manager will serve as a single point of contact for small and neighborhood businesses seeking access to City resources. This position reports to the Assistant Director of Economic...


  • Cleveland, United States Harmer Associates Full time

    Our Private Equity client is in search of a Sr. Financial Analyst / Investment Analyst. This boutique firm is looking for someone who is very roll up their sleeves and is comfortable with project based work. This role supports the VP of Finance, Chief of Staff and Founder of the firm. Some responsibilities are: Analyze financial data to forecast future...


  • Cleveland, United States Harmer Associates Full time

    Our Private Equity client is in search of a Sr. Financial Analyst / Investment Analyst. This boutique firm is looking for someone who is very roll up their sleeves and is comfortable with project based work. This role supports the VP of Finance, Chief of Staff and Founder of the firm. Some responsibilities are: Analyze financial data to forecast future...


  • Cleveland, United States Harmer Full time

    Our Private Equity client is in search of a Sr. Financial Analyst / Investment Analyst. This boutique firm is looking for someone who is very roll up their sleeves and is comfortable with project based work. This role supports the VP of Finance, Chief of Staff and Founder of the firm.Some responsibilities are:Analyze financial data to forecast future...


  • Cleveland, United States Harmer Full time

    Our Private Equity client is in search of a Sr. Financial Analyst / Investment Analyst. This boutique firm is looking for someone who is very roll up their sleeves and is comfortable with project based work. This role supports the VP of Finance, Chief of Staff and Founder of the firm.Some responsibilities are:Analyze financial data to forecast future...


  • Cleveland, United States CBIZ, Inc. Full time

    With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...

  • Tax Manager

    3 days ago


    Cleveland, United States Deloitte Full time

    Position Summary Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you’re a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our...


  • Cleveland, United States Selby Jennings Full time

    Title: Corporate Development Analyst Company Summary: We are currently partnered with a leading manufacturer of specialized materials that is looking to bring on talent at the Analyst level to their Corporate Development team. The candidate has the opportunity to join an experienced team that is seeing incredible success in the market as well as sitting...


  • Cleveland, Ohio, United States Selby Jennings Full time

    Title: Corporate Development Analyst Company Summary: We are currently partnered with a leading manufacturer of specialized materials that is looking to bring on talent at the Analyst level to their Corporate Development team. The candidate has the opportunity to join an experienced team that is seeing incredible success in the market as well as sitting...


  • Cleveland, United States Selby Jennings Full time

    Title: Corporate Development Analyst Company Summary: We are currently partnered with a leading manufacturer of specialized materials that is looking to bring on talent at the Analyst level to their Corporate Development team. The candidate has the opportunity to join an experienced team that is seeing incredible success in the market as well as sitting...


  • Cleveland, United States StepStone Group Full time

    Job DescriptionJob DescriptionStepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe...