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Portfolio Management - Analyst

Portfolio Management - Analyst

Location: Atlanta, GA

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 $37.3 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, Dallas, and Phoenix.

Opportunity and Position Summary:

The Analyst will work closely with the Portfolio Management team for Stockbridge’s Core and Value-Add business on the Smart Markets fund. This is both a qualitative and quantitative position, strong math and written skills are required. This role will directly report to a Portfolio Manager with weekly guidance from SVP, VP and Associate professionals.  This opportunity provides a great learning environment, strong mentorship from multiple levels of the firm and positive growth opportunity.

Primary Duties and Responsibilities

  • Prepare quarterly and annual client reports, review property budgets/business plans, and market research across all major property types
  • Prepare and deliver materials for ongoing investor correspondence and performance analysis, including client calls, quarterly investor questionnaires and data requests such as realized returns, projected cash flows, and historical performance
  • Coordinate and review quarterly asset valuation process with asset management teams. Strong understanding of discounted cash flow analysis in Argus DCF/Enterprise and/or Excel required
  • Update and maintain fund roll-up financial models in excel
  • Develop and maintain financial waterfall models for joint-venture investments
  • Perform hold/sell/refinance analysis on existing investment

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