Investment Analyst

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