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Executive Portfolio Performance Analyst Jobs in Ohio

IRG Realty Advisors

Senior Analyst

Richfield, OH · On-site

$82K - $108K/yr

Portfolio Performance & Market Narrative * Translate portfolio performance, including occupancy ... Provide ad hoc financial analysis and executive-level reporting as needed. Qualifications

IRG Realty Advisors

Senior Analyst

Richfield, OH · On-site

$82K - $108K/yr

Portfolio Performance & Market Narrative * Translate portfolio performance, including occupancy ... Provide ad hoc financial analysis and executive-level reporting as needed. Qualifications

IRG Realty Advisors (IRGRA)

Senior Analyst

Richfield, OH

$82K - $108K/yr

Portfolio Performance & Market Narrative * Translate portfolio performance, including occupancy ... Provide ad hoc financial analysis and executive-level reporting as needed. Qualifications

Foundation Software

Portfolio Manager

Strongsville, OH · On-site

... executive leadership.Conduct regular business reviews, analyze payment activity and portfolio performance metrics, and provide actionable recommendations to improve working capital, payment ...

Solen Software Group

$160K - $200K/yr

... O level and is ready to scale that judgment across a portfolio. You will set and defend performance ... Provide financial modeling and scenario analysis to support decisions at the cluster level.

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

OVERVIEW / Reporting directly to the CEO, this professional serves as a bridge between customer ... Regular communication of Portfolio Performance to Tangram leadership (and other stakeholders, as ...

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

OVERVIEW / Reporting directly to the CEO, this professional serves as a bridge between customer ... Regular communication of Portfolio Performance to Tangram leadership (and other stakeholders, as ...

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

$130 - $180/hr

OVERVIEW / Reporting directly to the CEO, this professional serves as a bridge between customer ... Regular communication of Portfolio Performance to Tangram leadership (and other stakeholders, as ...

Tangram Flex

Portfolio Manager

Dayton, OH · On-site

OVERVIEW / Reporting directly to the CEO, this professional serves as a bridge between customer ... Regular communication of Portfolio Performance to Tangram leadership (and other stakeholders, as ...

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Executive Portfolio Performance Analyst information

What does an executive portfolio performance analyst do?

An executive portfolio performance analyst evaluates the performance of investment portfolios to ensure they meet strategic goals. They analyze financial data, prepare reports, and provide insights to support decision-making, often using tools like Excel or specialized analytics software. Strong analytical skills and understanding of financial markets are essential for this role.

What are the most commonly searched types of Portfolio Performance Analyst jobs in Ohio?

The most popular types of Portfolio Performance Analyst jobs in Ohio are:

Executive Portfolio Performance Analyst jobs near you

Senior Analyst

IRG Realty Advisors

Richfield, OH • On-site

$82K - $108K/yr

Full-time

Re-posted 20 hours ago

Job description

Senior Analyst
The Senior Analyst will support the REIT's investment, asset management, financial planning, capital markets, and investor relations functions through sophisticated financial analysis, portfolio reporting, underwriting, and strategic decision support. The role owns and maintains the company's financial model and contributes to corporate development, capital markets, and investor relations workstreams in close partnership with senior leadership. This role requires strong analytical judgment, advanced financial modeling skills, and the ability to translate complex data into clear, actionable insights for senior leadership.
The ideal candidate will have experience in commercial real estate, REITs, investment analysis, asset management, or corporate finance, with a strong understanding of real estate valuation, capital structures, leasing assumptions, debt metrics, and portfolio performance. Exposure to investor relations, capital markets, or corporate development work is a plus.
Key Responsibilities
Financial Analysis & Modeling
  • Own and maintain the company's financial model, including consolidated cash flow, leverage and coverage metrics, liquidity forecasting, and scenario and sensitivity analysis.
  • Build, maintain, and enhance financial models for acquisitions, dispositions, developments, redevelopments, refinancing, and hold/sell analyses.
  • Prepare property-level and portfolio-level cash flow projections, valuation analyses, sensitivity analyses, and scenario modeling.
  • Analyze investment returns, including IRR, NPV, equity multiple, cap rates, yield on cost, cash-on-cash return, and AFFO/FFO impact.
  • Perform accretion and dilution analysis on prospective transactions and capital raises, and assess the impact on FFO, AFFO, and the balance sheet.
  • Evaluate leasing activity, operating expenses, capital expenditures, debt assumptions, and market conditions to assess investment performance.
  • Support annual budgeting, forecasting, and long-range planning processes.

Portfolio Performance & Market Narrative
  • Translate portfolio performance, including occupancy, leasing spreads, NOI growth, and capital spend, into the metrics and narrative that matter to investors, analysts, and lenders.
  • Connect operating results to the company's guidance, same-store performance, and equity story, and help explain the drivers behind key trends.
  • Monitor portfolio performance against budget, business plans, and investment objectives, with a focus on the metrics that shape external perception.
  • Identify performance trends, risks, and opportunities across the portfolio, and frame them for senior leadership and external stakeholders.
  • Prepare reporting packages that position portfolio results consistently across leadership, investor, lender, and board audiences.
  • Partner with asset management to align reporting, assumptions, and messaging with the external narrative.

Investment, Transaction & Corporate Development Support
  • Evaluate how prospective acquisitions, dispositions, developments, and joint ventures fit within the broader portfolio, including market concentration, tenant mix, asset quality, and strategic positioning.
  • Support the corporate development pipeline by screening opportunities, assessing strategic fit, and analyzing market entry and exit considerations.
  • Analyze the effect of transactions on portfolio composition, growth profile, diversification, and long-term strategy.
  • Assess how prospective transactions advance the company's investment objectives and capital allocation priorities.
  • Conduct market research, comparable analysis, and competitive positioning assessments to inform portfolio strategy.
  • Prepare investment committee materials and recommendation memos that frame each transaction in the context of overall portfolio strategy.

REIT Reporting, Capital Markets & Investor Relations
  • Support analysis related to FFO, AFFO, same-store NOI, leverage, liquidity, dividend coverage, and other REIT performance metrics.
  • Assist with quarterly reporting, investor presentations, earnings materials, lender reporting, and board materials.
  • Help prepare investor relations materials, including the supplemental disclosure package, earnings call support, and responses to investor and analyst questions.
  • Maintain investor and analyst tracking, including consensus estimates, peer positioning, and shareholder base trends, and help brief leadership on market perception.
  • Support capital markets initiatives, including debt and equity issuance, refinancing analysis, ATM and revolver activity, and the debt maturity ladder.
  • Assist with rating agency materials and supporting analysis.
  • Support debt compliance, covenant tracking, and lender reporting.
  • Analyze capital allocation opportunities and the financial impact of strategic decisions, including the funding mix across equity, debt, and retained cash flow.
  • Provide ad hoc financial analysis and executive-level reporting as needed.

Qualifications
  • Bachelor's degree in finance, Accounting, Real Estate, Economics, Business, or a related field required. MBA, master's degree, or CFA preferred.
  • 4-7+ years of relevant experience in commercial real estate, REITs, investment banking, private equity, asset management, corporate finance, or real estate consulting.
  • Advanced financial modeling skills required.
  • Strong knowledge of commercial real estate valuation, leasing economics, debt structures, and investment metrics.
  • Experience with REIT reporting metrics such as NOI, same-store NOI, FFO, AFFO, NAV, leverage, and dividend coverage preferred.
  • Exposure to investor relations, capital markets, or corporate development workstreams a plus.
  • Advanced proficiency in Microsoft Excel and PowerPoint required.
  • Experience with Argus Enterprise, Yardi, MRI, VTS, Power BI, Tableau, or similar real estate/accounting/reporting platforms preferred.
  • Strong written and verbal communication skills, including the ability to present complex financial information clearly and concisely.
  • High attention to detail, strong organizational skills, and ability to manage multiple priorities under deadlines.
  • Ability to work independently while collaborating effectively across departments.

Competencies
  • Strong analytical and critical thinking skills.
  • Commercial real estate business judgment.
  • High degree of accuracy and accountability.
  • Executive-level communication and presentation ability.
  • Ability to identify risks, trends, and opportunities.
  • Strong sense of ownership and follow-through.
  • Comfort working in a fast-paced, transaction-oriented environment.
  • Discretion with confidential financial, strategic, and personnel information.

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