Last Mile Investments · 22 hours ago
Portfolio Strategy Analyst
Cincinnati, OH
Full-time
Onsite
Entry, Mid Level
2+ years expLast Mile Investments (LMI) is a rapidly expanding real estate investment manager focused on necessity-based retail assets. The Portfolio Strategy Analyst will support portfolio strategy, fund-level analysis, and investor communications, while collaborating with senior leadership across various departments.
Real EstateReal Estate InvestmentRetail
Responsibilities
Maintain and update asset-, deal-, and fund-level financial models, including portfolio return tracking and internal IRR mapping tools
Evaluate execution of asset-level business plans across the portfolio, identifying gaps between underwriting assumptions and realized performance, and supporting initiatives to maximize returns on owned assets
Monitor portfolio performance and prepare analysis related to NOI, leasing activity, and business plan execution
Support leasing and asset management teams through analytical tools such as NER/NEV templates, vacancy factor analysis, and lease-level modeling to inform capital and leasing decisions
Analyze refinancing opportunities, early dispositions, and other portfolio-level capital and return enhancement strategies
Assist with quarterly valuation processes, including internal analytics, Spot NOI analysis, and coordination with third-party valuation firms
Prepare and support semi-annual operating budgets and periodic reforecast models
Support investor account management across funds and separately managed accounts through performance analytics, reporting support, and ad hoc analysis
Support investor expansion and fundraising efforts through research, benchmarking, and analytical support
Prepare investor communications, case studies, and presentation materials for investment committee and investor use
Assist with research initiatives and special projects, often of a confidential, complex, and/or time-sensitive nature
Other responsibilities as assigned
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or a related field
2–5 years of relevant experience in finance, real estate, private equity, investment banking, or investment sales
Strong financial modeling and analytical skills; advanced Excel and Argus Enterprise proficiency required
Demonstrated understanding of real estate financial statements and investment performance metrics
Strong organizational skills with a high attention to detail and data integrity
Ability to manage multiple priorities and operate independently with minimal daily supervision
Strong written and verbal communication skills
Preferred
Experience in real estate investment, asset management, or portfolio analytics
Benefits
Medical
Dental
Life
401(k)
Company
Last Mile Investments
Last Mile Investments is a real estate investment manager that is 100% focused on the retail real estate sector.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Ryan Moore
CEO | Co-Founder
David Birdsall
Chief Operating Officer
Recent News
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