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Portfolio Management Analyst

Stockbridge

Industrial Residential Retail

Atlanta, GA

Salary Estimate: Confidential

Employment Type: Full Time

Work Place: Office

Experience Required: 1+ to 2 years

Education Required: 4 Year College

Benefits

Job Description

ANALYST, PORTFOLIO MANAGEMENT

Atlanta, GA

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

Skills and Competencies:

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

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. 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

Portfolio Management

Financial Analysis