Portfolio Management - Analyst

Stockbridge • Atlanta, GA

8d

About The Position

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.

Requirements

• 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

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

Benefits

• 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.
• A discretionary annual bonus is also included in addition to base pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level