Investment Management Analyst/Associate Position

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

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Work setting:

• In-person
• Office

Work Location: In person