Portfolio Strategy Analyst

Portfolio Strategy Analyst

Department: Investments

Employment Type: Full Time

Location: Last Mile Investments

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 firm’s 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 candidates—particularly those with backgrounds in investment sales or principal-side real estate—seeking broader exposure to portfolio strategy, realized performance, and capital formation within a growing investment platform.

• 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.

• 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
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• 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.