A growing real estate investment firm located in Cincinnati is seeking a Portfolio Strategy Analyst to support portfolio strategy, fund-level analysis, and investor communications. This cross-functional role involves updating financial models, evaluating asset performance, and supporting investor account management. The ideal candidate has a Bachelor's degree in Finance or Economics and 2–5 years of experience in relevant fields. This position offers a competitive salary and comprehensive benefits package.
Qualifications
2–5 years of relevant experience in finance, real estate, private equity, investment banking, or investment sales.
Demonstrated understanding of real estate financial statements and investment performance metrics.
Strong organizational skills with high attention to detail and data integrity.
Responsibilities
Maintain and update financial models, including portfolio return tracking.
Evaluate asset-level business plans and support initiatives to maximize returns.
Monitor portfolio performance and prepare related analysis.
Skills
Financial modeling
Analytical skills
Advanced Excel
Argus Enterprise proficiency
Communication skills
Education
Bachelor’s degree in Finance, Economics, Accounting, or a related field
Job description
A growing real estate investment firm located in Cincinnati is seeking a Portfolio Strategy Analyst to support portfolio strategy, fund-level analysis, and investor communications. This cross-functional role involves updating financial models, evaluating asset performance, and supporting investor account management. The ideal candidate has a Bachelor's degree in Finance or Economics and 2–5 years of experience in relevant fields. This position offers a competitive salary and comprehensive benefits package.