Job Description

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 medical outpatient buildings (MOBs). 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 analysis & reporting, asset strategy & planning, asset management, and investor relations. This is a highly visible role supporting critical organizational initiatives and is both highly quantitative and qualitative in nature. The position will have exposure to all company functions working directly with senior leadership with significant opportunities for professional development, advancement, competitive compensation, and benefits.

Core Job Responsibilities

Financial Analysis & Reporting : Our portfolio includes multiple investment vehicles and 30+ properties that we manage with consistent detail. We develop portfolio and asset level cashflow and valuation models to outline risks/opportunities, which help us to make informed decisions.

Key responsibilities include:

· Create and maintain asset, fund, and portfolio level pro forma models with complex waterfall structures

· Create and maintain portfolio and asset level financial models to monitor cash flows, distributions, debt covenants, performance thresholds, returns, and various other KPIs

· Collaborate across internal teams and external service providers to aggregate, consolidate, and synthesize data to accurately populate models that guide decision making across business units

· Update and maintain accurate ARGUS models

· Monitor budget variances, identify issues, locate sources of variance, address issues, and establish ongoing monitoring to ensure issues are corrected

· Draft reports for both retail and institutional clients monitoring progress toward investment objectives and execution of the business plan

Asset Strategy & Planning : We closely develop, implement and monitor value strategies for each of our properties. We work with lenders, brokers, consultants and others to drive value for each of our assets. We are effective communicators and actively identify opportunities to add value.

Key responsibilities include:

• Work closely with management to develop asset and portfolio level annual business plans, monitor progress, and assess next steps
• Work closely with management to support asset sales, refinancing, and recapitalizations
• Communicate with lenders and equity investors as needed

Asset Management : Assist with ownership review of budgets, CAM estimates, CAM Reconciliations, leases, collection issues, tenant defaults, and various other ownership “business decisions” that always need made.

Key responsibilities include:

· Review incoming lease requests for alignment with the business plan and recommend next steps

· Monitor tenant collections and assist with collection and legal efforts when needed

· Monitor capital projects, tenant improvement projects, and various other construction projects across the portfolio and assist with business items as needed

· Work closely with leadership to develop annual property level budgets

· Work closely with leadership to complete annual CAM reconciliations

· Communicate with tenants to answer questions and provide support as needed

Investor Relations : We have multiple investment vehicles ranging from single purpose vehicles (SPVs), Funds, and Joint Ventures with investors ranging from retail clients to major institutions. You will work closely with management to support multiple areas of the capital raising and investor support process.

Key responsibilities include:

• Develop pitch decks in Power Point
• Assist in reviewing and compiling equity and debt offering materials
• Communicate with investors to answer questions and provide support as needed
• Collect investor funds and signatures
• Update investment management software

Job Requirements

• 1-3 Years performing financial planning and analysis, investment analysis, audit, investment banking, management consulting or other financial/quantitative roles
• Strong written and verbal communication
• Advanced knowledge of Excel
• 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
• Ability to read and understand leases, loan documents, private placement memorandums and other related legal documents
• Highly organized with keen attention to detail and the ability to prioritize and manage multiple projects with independent deadlines
• Demonstrate integrity, an ownership mentality, innovation, and relational intelligence
• Intermittent travel to conduct site visits
• Candidates should be ready to complete a case study as part of the interview process

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