Current jobs related to Analyst/Associate, Portfolio Management - San Francisco - Stockbridge Capital Group
-
Associate Portfolio Manager
2 weeks ago
San Francisco, California, United States State Teachers' Retirement System Full timeJob SummaryThis is an exciting opportunity to join the State Teachers' Retirement System as an Associate Portfolio Manager. As a key member of the Private Equity team, you will play a critical role in supporting the Portfolio Managers of Direct Investments on all investment activity.Key ResponsibilitiesTransaction Management & Portfolio OversightPerform due...
-
Associate Portfolio Manager
2 days ago
San Francisco, California, United States State Teachers' Retirement System Full timeJob Description and DutiesThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.As a key member of the Private Equity team at the State Teachers' Retirement System, you will contribute to the success of one of the largest private equity programs in the world. You will collaborate with world-class...
-
Associate Portfolio Manager
1 month ago
San Diego, United States Chandler Asset Management Full time $85,000 - $105,000Job DescriptionJob DescriptionDescription:Who are we? We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We manage over $35 billion in assets and believe in the philosophy of creating...
-
Senior Portfolio Analyst
2 months ago
San Francisco, United States Strategic Staffing Solutions, LLC. Full timeSenior Portfolio Analyst Hybrid, minimum 2-days a week in the office. Office locations include: downtown Boston, downtown San Francisco, or Walnut Creek, CA 6 months contract to hire- W2 ONLY - W2 Rate - $60-62/hr Join the Portfolio Accounting Team! Seeking Analysts with the following experience - 2 positions open Required 7+ years of experience in...
-
Financial Operations and Portfolio Analyst
4 weeks ago
San Francisco, California, United States Activate Capital Full timeAbout Activate CapitalActivate Capital, established in 2017, is a dynamic venture capital firm based in San Francisco, dedicated to climate and sustainability initiatives. With a leadership team boasting over 25 years of experience from renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners, we focus on investing in companies that tackle...
-
Financial Operations and Portfolio Analyst
4 weeks ago
San Francisco, California, United States Activate Capital Full timeAbout Activate CapitalFounded in 2017, Activate Capital is a growth-oriented venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our firm is led by experienced founders with over 25 years in the industry, having worked with renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners....
-
Portfolio Management Analyst
6 days ago
San Francisco, United States Pacific Gas and Electric Company Full timeRequisition ID # 157403 Department Overview The Energy Policy and Procurement (EPP) organization procures energy-related products and leads PG&E's policy activities for energy proceedings, actively participating in regulatory and legislative proceedings that shape the design and implementation of state, regional, and federal energy regulations,...
-
Junior Portfolio Management Associate
4 weeks ago
San Diego, California, United States Chandler Asset Management Full timeAbout UsChandler Asset Management is a distinguished, employee-owned financial services firm dedicated to managing taxable fixed income portfolios tailored to the unique requirements of our institutional clients. With over $35 billion in assets under management, we are committed to delivering value and mitigating risk through active management, leveraging...
-
Finance & Portfolio Operations Analyst
1 month ago
San Francisco, United States Activate Capital Full timeAbout ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...
-
Finance & Portfolio Operations Analyst
3 weeks ago
san francisco, United States Activate Capital Full timeAbout ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...
-
Finance & Portfolio Operations Analyst
3 weeks ago
san francisco, United States Activate Capital Full timeAbout ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...
-
Finance & Portfolio Operations Analyst
1 month ago
San Francisco, United States Activate Capital Full timeAbout ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...
-
Risk Portfolio Analysis Manager
3 days ago
San Francisco, California, United States First Citizens Bank Full timeJob Title: Risk Portfolio Analysis ManagerFirst Citizens Bank is seeking a highly skilled Risk Portfolio Analysis Manager to join our team. As a key member of our risk management team, you will be responsible for leading the development and execution of our portfolio analysis program.Key Responsibilities:Lead a team of analysts to deliver high-quality...
-
Financial Operations and Portfolio Analyst
4 weeks ago
San Francisco, California, United States Activate Capital Full timeAbout Activate CapitalFounded in 2017, Activate Capital is a dynamic venture capital firm dedicated to addressing climate change and sustainability challenges. Based in San Francisco, our firm is led by seasoned professionals with extensive experience in the investment sector. We focus on supporting innovative companies that are pivotal in the transition...
-
Junior Portfolio Management Associate
3 weeks ago
San Diego, California, United States Chandler Asset Management Full timeAbout UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the needs of our institutional clients. With over $35 billion in assets under management, we adhere to a philosophy that emphasizes value creation and risk management through active...
-
Financial Operations and Portfolio Analyst
4 weeks ago
San Francisco, California, United States Activate Capital Full timeAbout Activate CapitalFounded in 2017, Activate Capital is a growth-stage venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our team is led by experienced founders with over 25 years in the industry, having worked with notable firms such as DFJ, TPG, Virgin Green Fund, and Element Partners. We...
-
Portfolio Management Associate
1 week ago
San Francisco, California, United States BlackRock Services Full timeAbout this roleThe Rates Index Portfolio Management team at BlackRock Services is seeking a highly skilled and motivated individual to join our team as a Portfolio Management Associate. As a key member of our team, you will be responsible for managing a suite of Rates ETFs, mutual funds, and separately managed accounts.Key Responsibilities:Work closely with...
-
Financial Portfolio Analyst
3 weeks ago
San Diego, California, United States Chandler Asset Management Full timeAbout UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we are committed to the principles of value creation and risk management through...
-
Associate Portfolio Manager
2 weeks ago
San Diego, California, United States Chandler Asset Management Full timeJob Description**About Us**Chandler Asset Management is an employee-owned and independent financial services company that specializes in managing taxable fixed income portfolios aligned with our institutional clients' needs. With over $35 billion in assets under management, we believe in creating value and managing risk through active management, using...
-
Senior Portfolio Manager
4 weeks ago
San Francisco, California, United States Zions Bancorporation Full timeAt Zions Bancorporation, we foster a relationship-driven environment where our associates are equipped with the necessary tools, training, and opportunities to cultivate meaningful connections with clients and colleagues alike. Our organizational culture appreciates the diverse experiences, backgrounds, and perspectives of each associate, creating a...
Analyst/Associate, Portfolio Management
4 months ago
Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta and Chicago.
Stockbridge is seeking an experienced Analyst or Associate (title will be determined based on skillset and relevant experience) to work closely with the Portfolio Management team for Stockbridge’s Core and Value-Add business.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.
2-5 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 $100,000 to $145,000 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.
#J-18808-Ljbffr
