Analyst, Transaction and Porfolio Managment (OPB)

Analyst, Transaction and Portfolio Management

San Francisco, CA or Dallas, TX

Stockbridge is an established real estate investment firm with $28 billion of assets under management within a variety of investment structures on behalf of U.S. and foreign institutional investors.

Stockbridge’s Opportunistic and Platform Business (“OPB”) applies its significant expertise in development/redevelopment, transaction structuring and company formation to design large-scale platform investments across the risk spectrum.

Opportunity and Position Summary

Stockbridge is seeking an Analyst to join an exciting new platform team focused on scaling and managing a portfolio of single-family rental communities throughout the United States. The platform recently either acquired or entered into negotiations to acquire more than $1 billion of such communities with an additional $3 billion of gross purchasing power, with the potential to further scale over time.

The Analyst will report directly to the Portfolio Manager and will participate in strategic decision making for the platform in conjunction with Stockbridge’s operating partner. Specifically, the Analyst will evaluate new investment opportunities and work with senior leadership to strategically scale the platform and execute the business plan. This is both a qualitative and quantitative position, strong math and written skills are necessary.

Primary Duties and Responsibilities

• Prepare and update financial models in Excel for new or existing assets and developments, including sensitivity analyses, various leverage structures and joint venture structuring
• Work with team members in the analysis, documentation and execution of various capital transactions, including acquisitions, partnerships, financings, development programs and ultimate exit opportunities
• Prepare internal and external presentations and memos regarding existing investments and proposed new investment vehicles
• Analyze market research to evaluate portfolio composition and long-term strategic vision for investment vehicles
• Interface with internal and external parties, such as operating partners, leasing/sales brokers, lenders, accounting teams, legal counsel and other market contacts as needed
• Consider ESG matters in connection with transaction analysis and portfolio oversight

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 – 3 years of real estate finance experience and strong experience with financial modeling
• Proven analytical skills and working knowledge of Microsoft Office Suite
• 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

Travel

Will travel as needed.