Top 124 Portfolio analyst Jobs in Cleveland Oh

Venture Analyst, Healthcare Strategy
Roundstone —Rocky River, OH
- $75,000 - $90,000 a year
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
11d
Portfolio Analyst
BWE —Cleveland, OH
- Full-time
- No experience needed
- Finance
- Accounting
Project Portfolio Analyst II
AmTrust Financial Services, Inc. —Cleveland, OH
- $58,500 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Digital Marketing Analyst
Team Velocity —Cleveland, OH
- From $48,000 a year
- Online Application
- Remote
- Bachelor of Science
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
7d
Finance Data and Modeling Analyst (Hybrid - Cleveland, OH)
Third Federal Savings & Loan —Cleveland, OH
- $60,000 - $90,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Lead IT Business Analyst
Eaton —Beachwood, OH
- $97,000 - $143,000 a year
- Hybrid work
- Background check
- DevOps
- Mid-level
- Retirement plan
Clinical Business Systems Analyst
MediQuant LLC —Independence, OH
- Weekends as needed
- Remote
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Business Systems Analyst III
AmTrust Financial Services, Inc. —Cleveland, OH
- $76,600 - $100,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Children
- Health insurance
- Dental insurance
Senior Credit Portfolio Analyst
Peoples Bank —Beachwood, OH
- Full-time
- Office
- Finance
- Driver's License
- Employee stock purchase plan
- Paid holidays
12d
QUALITY ASSURANCE TESTER II
Palco —Cleveland, OH
- Remote
- Writing skills
- SQL
- Analysis skills
- Paid training
- AD&D insurance
6d
Specialist, Risk and Compliance Services (Center of Excellence)
Deloitte —Cleveland, OH
- $63,000 - $116,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
2d
Sr. Pricing Analyst
Benesch Law —Cleveland, OH
- $88,000 - $116,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- SQL
- Work from home
Quick Apply
Registered Client Relationship Analyst
Morgan Stanley —Westlake, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Revenue Analyst
Brookfield Properties —Cleveland, OH
- $76,200 - $106,680 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Marketing
- Mid-level
- Paid time off
- 401(k) matching
Senior Data Analytics & Insights Analyst
Goosehead Insurance Agency —Westlake, OH
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
- Employee stock purchase plan
- Paid holidays
Digital Workplace Analyst
Tucker Ellis LLP —Cleveland, OH
- From $75,000 a year
- Full-time
- Remote
- Microsoft Access
- Computer Science
- Bachelor's degree
Quick Apply
6d
Loan Credit Analyst
First Federal Lakewood —Lakewood, OH
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
Medicare Products Analyst
Medical Mutual of Ohio —Cleveland, OH
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Disability insurance
Senior Program Controls Analyst
Voyager Technologies, Inc. —Cleveland, OH
- $95,000 - $135,000 a year
- Remote
- 5 years
- Finance
- Analysis skills
- Dental insurance
- Vision insurance
Quick Apply
Business Analyst
Emerson —Elyria, OH
- Full-time
- 5 years
- ERP systems
- Mid-level

I want to receive the latest job alert for portfolio analyst in cleveland oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio analyst jobs near cleveland oh

Venture Analyst, Healthcare Strategy

Roundstone -
Rocky River, OH

Quick Apply

Job Details

$75,000 - $90,000 a year
11 days ago

Benefits

Disability insurance
Health insurance
On-site gym
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial forecasting
Financial model construction
Business analysis
Financial projection model development
Financial forecasting analysis

Full Job Description

Venture Analyst, Healthcare Strategy

About Roundstone:

Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.

Role Description

The Venture Analyst supports the evaluation, diligence, and monitoring of investment opportunities across Roundstone’s healthcare ecosystem with a particular focus on operator quality, business model durability, financial projections, and forecast credibility. This role also contributes to strategic initiatives related to expanding access to healthcare carrier networks and evaluating alternative network strategies, helping the organization assess how investments and partnerships can improve cost while growing access for employers in the Captive model.

Key Duties & Responsibilities:

Conduct operator vetting and diligence on founders, management teams, and strategic partners, including background research, reference calls, and assessment of execution capability. Synthesize and evaluate findings, presenting in clear materials.
Build and maintain financial models, operating models, and forecast scenarios to evaluate investment opportunities and portfolio company performance.
Analyze market size, competitive landscape, business model durability, unit economics, return potential, and operational viability across prospective investments.
Ensure regular Operator financial and performance reporting is aggregated and monitor portfolio company performance against forecast, identifying risks and upside, and recommended actions. Forecast portfolio cashflow based on investment exit and distribution timelines.
Partner with internal stakeholders to drive opportunities to expand access to healthcare carrier networks or create network alternatives that improve affordability, access, and member experience in target geographies.
Support strategic analysis of alternative network models, including tiered networks, cash-pay, value-based arrangements, narrow networks, and other access-expansion strategies.
Quantify the pricing, access, and operational implications of networks and network alternatives and work with UW to ensure updated, accurate discounts are represented on proposals.
Manage network onboarding, launch, and adoption.
Internal and external communication and education (SME) on network strengths and options by geography

Qualifications

2–5+ years of experience in venture capital, corporate development, investment banking, consulting, healthcare analytics, or related roles.
Strong financial modeling, forecasting, and valuation skills.
Excellent research, synthesis, and written communication skills.
Familiarity with healthcare payer, provider, network, or employer-benefit dynamics strongly preferred.
Ability to translate ambiguous strategic questions into structured analyses and actionable recommendations.

Better Benefits:

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

Medical, dental and vision benefits
Annual bonus
Dependent care 100% match up to max allowable
Parental leave
PTO beginning on Day 1
Tuition reimbursement

Healthy work/life balance
Hybrid office schedule
401(k) plan with company match
Employee Assistance Program
On-site gym with personal trainer access
Life insurance and short term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by The Plain Dealer and cleveland.com, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.

Our Core Values

Live well: Be healthier and bring positive energy to all you do.
Work smarter: Get things done, better.
Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

https://go.cultureindex.com/p/9nr6eQtFqVRnpnhMMI

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Quick Apply

Refine Your Search

portfolio analyst jobs in cleveland oh

Venture Analyst, Healthcare Strategy

Portfolio Analyst

Project Portfolio Analyst II

Digital Marketing Analyst

Finance Data and Modeling Analyst (Hybrid - Cleveland, OH)

Lead IT Business Analyst

Clinical Business Systems Analyst

Business Systems Analyst III

Senior Credit Portfolio Analyst

QUALITY ASSURANCE TESTER II

Specialist, Risk and Compliance Services (Center of Excellence)

Sr. Pricing Analyst

Registered Client Relationship Analyst

Revenue Analyst

Senior Data Analytics & Insights Analyst

Digital Workplace Analyst

Loan Credit Analyst

Medicare Products Analyst

Senior Program Controls Analyst

Business Analyst

I want to receive the latest job alert for portfolio analyst in cleveland oh

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected