Portfolio Strategy Analyst- Last Mile Investments
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Job Location:
Cincinnati, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
North American Properties and its portfolio companies believe that it all comes down to connectionspeople to each other; cities to their souls; partners to opportunities; and individuals to experiences that move them.
We believe that by fulfilling peoples desire for connectedness were creating happier places and experiences that in turn become more successful environments more vibrant communities and ultimately a better world. Since 1954 weve balanced a well-capitalized approach and a keen focus on successful execution with a willingness to question conventional wisdom reimagining and expanding the possibilities for more than $7 billion of assets across the US.
Whether developing multifamily mixed-use office student housing hotel or retail environments were driven to deliver more valuable meaningful real estate and ventures that transform inspire delight and succeed by connecting us all with what matters most.
Position Summary
Last Mile Investments (LMI) is seeking a Portfolio Strategy Analyst to support firmwide portfolio strategy fund-level analysis and investor-facing initiatives. LMI is a vertically integrated real estate investment manager focused on acquiring operating and scaling necessity-based service-oriented retail assets across high-growth U.S. markets.
The Portfolio Strategy Analyst is a cross-functional role supporting both Portfolio Management and Investment Management with responsibilities spanning asset-level performance analysis oversight of business plan execution portfolio strategy investor account management and investor communications. While the position will be based in Cincinnati to align with the firms portfolio analytics and asset-level data workflows the analyst will work closely with senior leadership multiple cross-functional departments including senior leadership.
A core component of this role is evaluating the execution of asset-level business plans across the existing portfolio and helping identify opportunities to maximize returns on owned assets including through leasing strategy capital allocation refinancing analysis and other value-creation initiatives. This position is designed for analytically strong candidatesparticularly those with backgrounds in investment sales or principal-side real estateseeking broader exposure to portfolio strategy realized performance and capital formation within a growing investment platform.
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
Qualifications and Requirements
- Bachelors degree in Finance Economics Accounting or a related field
- 25 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
- Experience in real estate investment asset management or portfolio analytics preferred
Candidate Profile:
The Portfolio Strategy Analyst must be deadline-driven detail-oriented and a team player with a positive attitude. The ideal candidate will be comfortable operating in a fast-paced environment taking ownership of deliverables and contributing to the development of scalable analytical processes.
Compensation and Benefits:
Last Mile InvestmentsLeasing Representative position will include a benefits package that includes medical dental life and 401(k). It will provide a competitive salary based on the candidates experience.
About Last Mile Investments:
Mile Investments (LMI or the Firm) is a rapidly expanding real estate fund manager specializing in the acquisition of last mile retail assets primarily located in Sunbelt markets including Atlanta Austin Charlotte Dallas/Fort Worth Nashville Jacksonville Phoenix Raleigh/Durham and Tampa / St. Petersburg among others. Headquartered in Cincinnati OH the Firm was founded in 2019 by Ryan Moore (CEO) and David Birdsall (CIO) (combined the Co-Founders) who have significant retail investment management and capital markets experience across their collective careers. Prior to co-founding LMI Ryan was a Principal at Phillips Edison & Co. where he led their investment management business and was responsible for the $7 billion fully integrated real estate platform focused on the retail sector. David was formerly the President of the Strategic Investment Fund division of Phillips Edison and Co. and VP of Development with Regency Centers a national owner operator and developer of shopping centers. LMIs team currently consists of 24 professionals all with deep experience in the retail addition LMI is an affiliate of North American Properties (NAP) a privately held owner / operator that has invested $7 billion into the real estate sector since its inception in 1954.
Market Opportunity
LMI has established a robust national portfolio across 24 markets and a clear vision for growth. The Firm is seeking to add $1 billion of assets to its portfolio over the next three years aiming to reach $2 billion in assets across 30-40 markets within five years.
Historically LMI has successfully raised multiple commingled fund vehicles capitalized by a diversified roster of institutional family office and high-net-worth investors. Recently LMI completed the capital raise of Fund III.
LMI targets multi-tenanted last mile retail assets that typically range in size from square feet in highly trafficked densely populated locations. LMI often targets assets that are undermanaged and/or undercapitalized and seeks to create value through tailored capital improvements lease-up / re-tenanting operational improvements and mark-to-market opportunities. Importantly LMI assets cater to e-commerce-resistant and service-based tenants including food & beverage health & wellness healthcare and service/convenience users.
This approach generates significant tenant demand and stable cash-on-cash returns. LMIs current portfolio consists of 32 last mile retail assets located throughout the Sunbelt.
About North American Properties
What makes a place truly great At North American Properties we believe it centers on meaningful connectionsbridging people to each other cities to their unique identities partners to new possibilities and individuals to experiences that inspire and enrich their lives. Our commitment to fostering these connections is reflected in our longstanding partnership with Last Mile Investments (LMI) a rapidly growing real estate fund manager focused on last mile retail assets across major Sunbelt markets.
By fulfilling the innate human desire for connection we create environments that are not only more vibrant and successful but also contribute to building happier more resilient communities. Since our founding in 1954 North American Properties has paired robust capital resources and disciplined execution with an innovative mindsetqualities that align seamlessly with LMIs value-driven investment approach. Together we have expanded the possibilities for more than $7 billion of assets throughout the United States continually reimagining what retail and mixed-use destinations can achieve.
Whether developing multifamily mixed-use office student housing hotel or retail environments North American Properties and our affiliate LMI share a drive to deliver transformative meaningful real estate. We are united in our mission to create places that inspire delight and connect people with what matters most ensuring our projects are not just successful investments but catalysts for thriving communities.
We look forward to hearing from you!
About North American Properties
NAP upholds a professional and deadlineoriented working environment in an office setting. At NAP we live our values of Relationships Ownership Agility Strength and Stability Courage and Creativity Empowerment and Integrity.
North American Properties does not discriminate on the basis of race religion color sex gender identity sexual orientation age non-disqualifying physical or mental disability national origin veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications merit and business need.
We look forward to hearing from you!
Required Experience:
IC
Key Skills
- Marketing
- Data Visualization
- Tableau
- Customer Segmentation
- Microsoft Powerpoint
- Investment Banking
- Strategic Planning
- Financial Modeling
- Customer relationship management
- Management Consulting
- Google Suite
- Analytics
