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Analyst, Portfolio Management
2 months ago
Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge has approximately $33 billion of assets under management spanning all major real estate property types, and certain specialty property types with an emphasis on residential and industrial space throughout the United States. The firm has offices in San Francisco, Atlanta, Chicago, Denver and Dallas.
Opportunity and Position Summary:
Stockbridge is seeking an experienced Analyst to work closely with the Portfolio Management team for the Value-Add Fund series.This is both a qualitative and quantitative position, strong math and written skills are required. This role will report directly to Managing Directors and take day-to-day direction from an experienced mentor Associate.This opportunity provides a great learning environment working on a strong fund series, providing regular mentorship from multiple levels of the firm and positive growth opportunity
Primary Duties and Responsibilities:
Prepare quarterly and annual client reports and review property budgets/business plans.
Prepare and deliver materials for ongoing investor correspondence and performance analysis, including investor pitchbooks, quarterly investor questionnaires and data requests such as projected cash flows and historical performance.
Develop, update and maintain property-level and fund-level financial models in Excel including waterfall models for joint-venture investments.
Perform hold/sell/refinance analyses on existing investments and prepare IC memoranda.
Coordinate and review quarterly asset valuation process with asset management teams. Strong understanding of discounted cash flow analysis in Argus DCF/Enterprise and Excel required.
Skills and Competencies:
All candidates must have a BA or BS degree from an accredited institution, with preferred degrees in real estate, finance, business, accounting, economics or related area. Must have strong academic credentials.
1-2 years of real estate/finance experience, preferably including one or more of the following: portfolio analysis, commercial real estate valuation, cash flow forecasting, acquisitions, dispositions, asset management.
Proven analytical skills and strong working knowledge of Microsoft Office Suite.
Experience with Argus and commercial real estate valuation techniques.
Effective writing skills and ability to synthesize information, as well as verbal interpersonal/communication skills.
Strong organizational skills with the ability to prioritize and manage multiple projects simultaneously.
Ability to function both in a team-oriented setting, and independently.
Compensation:
Competitive
.
The base pay scale for this position is $90,000 to $100,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. The base pay scale is accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law.
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