Investment AnalystWoodside Health • Cleveland, OH, US
Investment Analyst
Woodside Health • Cleveland, OH, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
- serp_jobs.job_card.permanent
job_description.job_card.job_descriptionDevelop and maintain pro forma models at the asset, fund, and portfolio levels, including complex waterfall structures. Monitor performance metrics, cash flows, distributions, debt covenants, and KPIs. Aggregate and synthesize data from internal and external sources to support model accuracy and decision-making. Maintain “living” ARGUS models and ensure consistency across assets. Analyze budget variances and implement solutions to address discrepancies. Draft investor reports tracking progress toward investment objectives and business plan execution. Assist in developing and tracking annual business plans for assets and the broader portfolio. Support asset sales, refinancings, and recapitalizations. Coordinate communication with lenders and equity partners as needed. Review lease proposals for alignment with business plans and recommend appropriate actions. Monitor rent collections and support resolution of delinquencies and legal matters. Track capital and tenant improvement projects; provide support on business decisions as needed. Assist in developing annual property budgets and completing CAM reconciliations. Serve as a point of contact for tenants, addressing questions and concerns. Assist in creating pitch decks and marketing materials. Support preparation of offering documents for equity and debt raises. Communicate with investors and respond to inquiries. Coordinate collection of investor commitments and documentation. Maintain investment management software and investor records. Applicants must be U.S. citizens or permanent residents. Authorization to work in the United States is required; visa sponsorship is not available for this position 1–3 years of experience in investment analysis, FP&A, audit, investment banking, consulting, or a similar financial role. Strong financial modeling skills and advanced Excel proficiency. Experience with large data sets and synthesizing insights. Familiarity with ARGUS is preferred. Proficiency in Word, email, and general business software. Ability to read and interpret leases, loan documents, and private placement memorandums. Strong verbal and written communication skills. Highly organized with attention to detail and the ability to manage multiple deadlines independently. Demonstrated integrity, resourcefulness, thoroughness, creativity, analytical thinking, and relationship-building skills. Willingness to travel for site visits. Completion of a case study will be required during the interview process .
Job Description
Investment Analyst / Associate
Woodside Health (WSH) | Cleveland, OH
Woodside Health is a Cleveland-based private equity real estate investment firm with a national footprint. We acquire and manage medical outpatient buildings (MOBs), with over $750M in assets under management and a rapidly expanding portfolio.
We are seeking a full-time Investment Analyst / Associate to support the full investment lifecycle. This includes supporting each of our departments as noted below. This highly visible role is both analytical and strategic, offering broad exposure across the firm and direct interaction with senior leadership. The position provides significant opportunities for professional development, advancement, and competitive compensation and benefits.
Core Responsibilities
Acquisitions
We identify and acquire medical properties nationwide, developing a unique investment thesis for each opportunity. Our process is grounded in rigorous financial modeling and due diligence.
Key responsibilities :
- Evaluate investment opportunities using market data, leasing activity, and comparable sales analysis.
- Collaborate with team members to develop investment theses and actionable business plans, including assumptions for operations, leasing, and capital planning.
- Build and maintain detailed financial models in Excel and ARGUS, including metrics such as NOI, DSCR, IRR, and waterfall returns.
- Support due diligence, including lease reviews, financial audits, title / insurance analysis, and coordination of third-party reports.
Financial Analysis & Reporting
We manage a growing portfolio across multiple investment vehicles. Our team develops asset and portfolio-level financial models to support informed decision-making.
Key responsibilities :
Asset Strategy & Planning
We proactively manage each asset to optimize performance and drive value, collaborating with lenders, brokers, consultants, and other partners.
Key responsibilities :
Asset Management
We take an active ownership approach, overseeing financial, operational, and tenant-related decisions for each property.
Key responsibilities :
Investor Relations
We manage a range of investment vehicles, including SPVs, funds, and joint ventures, and work with a diverse investor base.
Key responsibilities :
Qualifications
serp_jobs.job_alerts.create_a_job
Investment Analyst • Cleveland, OH, US
Job_description.internal_linking.related_jobs
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...serp_jobs.internal_linking.show_more
This position is an in-office position in our North Canton, OH Corporate Office.The candidate must have a bachelor's degree in accounting or finance.
Position level will be determined based on the c...serp_jobs.internal_linking.show_more
Harvard Avenue, Cleveland, OH, 44105, US.Remote Work Schedule Availability?.This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability...serp_jobs.internal_linking.show_more
Alternative Investment Analyst.The Alternative Investment Analyst role supports Key Private Bank, Wealth Management and Institutional Advisors in the processing of Alternative Investments.The role ...serp_jobs.internal_linking.show_more
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.
The Investment Processor reviews non-traditional investment requests to ver...serp_jobs.internal_linking.show_more
Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...serp_jobs.internal_linking.show_more
Earn cash by matching with real companies that pay you for your opinions.serp_jobs.internal_linking.show_more
Are you ready to lead a high-impact team at the world's leading food and beverage company? As Senior Manager, Unauthorized Deduction Management, you'll be at the forefront of optimizing financial r...serp_jobs.internal_linking.show_more
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.Our ...serp_jobs.internal_linking.show_more
We are looking for a skilled Investment Analyst to oversee and optimize municipal investment portfolios in Cleveland, Ohio.
This role demands expertise in financial analysis, compliance, and strateg...serp_jobs.internal_linking.show_more
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more And a career that empowers you to grow.At Nestle USA, we're all working towards the same goal - to delight and deliver for our consumers.
With a rich portfolio of beloved brands, including DiGiorno,...serp_jobs.internal_linking.show_more 
Woodside Health is a Cleveland-based private equity real estate investment firm with a national footprint.We acquire and manage medical outpatient buildings (MOBs), with over $750M in assets under ...serp_jobs.internal_linking.show_more
Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We deliver best-in-class care at comfortable, accessible neighborhood clinics where seniors can ...serp_jobs.internal_linking.show_more Investment Management Team Member.Serves as a member of the Investment Management team executing various trades.Develops street relationships to enhance market knowledge and information flow.Works ...serp_jobs.internal_linking.show_more 
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...serp_jobs.internal_linking.show_more Fixed Income Quantitative Analyst.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.
We are all united in delivering the best experience for our cu...serp_jobs.internal_linking.show_more With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...serp_jobs.internal_linking.show_more
Investment Analyst
CBIZ • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Accountant (Onsite)
Kenan Advantage Group • North Canton, OH, USA
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst
Howmet • Cleveland, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Job Posting Title Alternative Investments / Assets Analyst
KeyCorp • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Processor
Equity Trust • Westlake, Ohio, United States
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Earn Extra Income Driving
Uber • Avon Lake, OH, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Looking for the ultimate side hustle?
Survey Authority • Cleveland Heights, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr Credit Manager- Unauthorized Deductions
Nestle • Solon, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Analyst
CrossCountry Mortgage • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Analyst
Robert Half • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Detect & Investig Analyst Lead : FD&R : Wednesday - Saturday 8 : 00 am - 7 : 00 pm
PNC • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr Finance Analyst (Hybrid)
Nestle • Solon, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Analyst (Cleveland)
Woodside Health • Cleveland, OH, United States
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Membership Consultant (Euclid)
ArchWell Health • Euclid, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Key Family Wealth Portfolio Analyst
KeyCorp • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Associate, Investment Banking - Industrials
Stout • Cleveland, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Fixed Income Quantitative Analyst - PNC Capital Advisors
PNC • Cleveland, OH, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Consultant
CBIZ • Cleveland, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted