Benefits

Job Description

INVESTOR RELATIONS ASSOCIATE, CLIENT SERVICE & PRODUCT SOLUTIONS

San Francisco, CA

Opportunity and Position Summary:
The Associate will play a critical role in supporting operational and strategic initiatives across the Firm’s private wealth and institutional channels. This role offers a unique opportunity to work at the intersection of client service, product strategy, and investment operations, including support for new product launches and the delivery of high-quality investor experience.

As part of the Client Service and Product Solutions (CSPS) team, the Associate will work across Stockbridge's business, taking ownership of investor-facing deliverables and responding to both recurring and ad-hoc requests with precision and timeliness. The role also includes the responsibility for maintaining data accuracy across client materials, supporting core internal systems (including the Firm’s CRM and Q&A databases), and contributing to team initiatives such as the integration of AI into existing workflows. This position is well-suited for a detail-oriented, intellectually curious professional who demonstrates strong analytical skills and problem-solving abilities and thrives in a collaborative, fast-paced environment.

Primary Duties and Responsibilities

Prepare timely, accurate, and well-structured responses to investor inquiries and fund due diligence questionnaires (“DDQs”) by updating quarterly metrics, curating supporting exhibits, and ensuring consistency across all materials.
Serve as a key point of contact for investor requests, supporting both existing and prospective investors with professionalism, responsiveness, and attention to detail.
Own and optimize the Firm’s centralized Q&A knowledge base (including AI-enabled tools), developing scalable processes to ensure accuracy, version control and team-wide adoption.
Support the full fundraising lifecycle, including fund formation, creation of governing documents, product launches, marketing content, due diligence, and closing of investor capital commitments.
Partner closely with institutional and private wealth sales team, portfolio and client service teams to track investor deliverables, subscription documents, side letters, and fund communications, coordinating follow-ups to keep processes moving efficiently.
Coordinate and assist with the preparation and execution of internal and external communications related to fund launches and closings.
Maintain and enhance core investor platforms, including the Firm’s CRM and investor portal (Juniper Square) to support operational efficiency, data integrity, and system enhancement initiatives.
Support day-to-day investor operations, including maintaining distribution lists, organizing marketing materials, reconciling data, managing key firm-wide metrics, and responding to ad hoc investor needs.

Skills and Competencies:

Bachelor’s degree from an accredited institution required; preferred fields include in real estate, finance, business, accounting, economics, or related discipline. Must have strong academic credentials.
2 to 4 years of relevant experience in investor relations, investment research, fund operations or formation support.
Experience at an investment management firm or similar institutional environment strongly preferred.
Highly proficient in Microsoft Excel, Word, PowerPoint, Adobe; familiarity with CRM platforms strongly preferred.
Exceptional attention to detail, placing a high priority on accuracy, organization, and consistency.
Strong analytical and problem-solving skills, with ability to research solutions and suggest resolutions.
Demonstrated initiative, sound judgement and strong work ethic.
Ability to manage multiple priorities simultaneously, meet deadlines and collaborate effectively in a team.

The Firm:

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.

Compensation:

Competitive. The base pay scale for this position is $130,000 to $150,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off. Additionally, Stockbridge provides opportunities for professional development and career advancement. The base pay scale and benefits are accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law.

Full Time

Investor Relations

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