Benefits

Job Description

Closing Analyst, Client Finance & Accounting

Atlanta, GA

Opportunity and Position Summary:

The Closing Analyst will join the Closing Group within the Client Finance & Accounting department and play a critical role in the execution and control of the firm’s acquisition and disposition activity. Stockbridge’s acquisitions are led by Acquisitions and dispositions by the Capital Markets and Asset Management teams, each of which requires rigorous financial, operational, and compliance controls. The Closing Group is responsible for ensuring these controls are adhered to, for managing the closing statement for each transaction with title, for communicating the status of the firm acquisition and disposition activity to the firm and to assist with the transition of an asset from the acquisition phase to the asset management phase.

Due to the transaction-driven nature of the role, the Closing Analyst will also support cross-functional initiatives and special projects across Client Finance & Accounting, and Compliance. This position offers direct exposure to the full transaction lifecycle and provides meaningful interaction with investment, finance and accounting, legal, and operational teams across the firm. This role is well suited for a highly analytical, detail-oriented professional seeking hands-on experience in real estate transaction execution within a dynamic institutional investment platform. With the experience of this role, it also can position the Analyst for broader opportunities within the firm over time.

Primary Duties and Responsibilities:

Coordinates with Acquisitions, Capital Markets and Client Finance & Accounting to determine the closing schedule and capital requirements to close an acquisition, ensuring that capital is funded at the appropriate time.
Manages the end-to-end closing workflow and timeline, tracking deposits, equity funding requirements, entity formation, and third-party deliverables to ensure timely and controlled execution.
Drives cross-functional coordination for transaction structuring and closing timelines, proactively identifying risks, resolving open items, and ensuring alignment across legal, tax, finance, and investment teams.
Leads the financial review and reconciliation of the closing statements with title, legal counsel, and internal and external transaction stakeholders, validating prorations, disbursements and equity cash flow.
Analyzes purchase and sale agreements with the transaction team to interpret and guide proration mechanics and support negotiation strategy.
Manages buyers, sellers, venture partners, and third-party property managers to agree prorations in accordance with the purchase and sale agreement.
Drafts a Prorations Memorandum for all acquisitions and dispositions.
Prepares a Closing Binder for all acquisitions and dispositions evidencing adherence to key policies and procedures for every transaction.
Translates executed transaction terms into system-ready financial data, ensuring accurate onboarding of assets into Yardi.
Required attendance at weekly Investment Pipeline meetings to maintain comprehensive visibility into firm-wide transaction activity.
Documents meeting minutes to formalize Investment Committee and Allocation decisions.
Works with Compliance on a quarterly basis to ensure all policies were adhered to and documented for each transaction.
Drafts weekly email summarizing the log of pending transactions for the firm and legal counsel.
Communicates and provides documentation to third parties to adhere to regulatory reporting requirements.

Skills and Competencies:

All candidates must have a BA or BS degree from an accredited institution, ideally in Accounting, Business or related field.
An ideal candidate would have 2-4 years of professional experience.
Computer proficiency with a working knowledge of Microsoft Excel and Word.
Organizational skills and attention to detail, with the ability to prioritize and manage multiple projects simultaneously.
Ability to function both in a team-oriented setting and work independently. Ability to foster strong relationships internally and externally.
Strong verbal and written communication skills.
Strong sense of personal motivation, responsibility, and entrepreneurship.
Strong decision-making and problem-solving skills.

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 $37.4 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.

Accounting / Control

Full Time

Other

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