Associate, Capital Formation & Portfolio Management

Stockdale Capital Partners•New York, NY

2d•$120,000 - $150,000

About The Position

The Associate will be a key member of Stockdale Capital Partners’ Capital Formation & Portfolio Management team, with ownership of institutional fundraising, investor relations, fund reporting, portfolio analytics, and valuation processes across the firm’s real estate equity and credit strategies. The role provides direct exposure to senior leadership and institutional investors and requires managing complex workstreams independently. Reporting to the Head of Capital Formation, the Associate will lead the preparation and execution of investor materials, due diligence processes, fund performance reporting, valuation coordination, and related analytical initiatives. The role partners with asset management, acquisitions, finance, and legal teams to turn complex investment information into clear, institutional-quality work products. The position is based in New York, NY, with periodic travel to the firm’s Los Angeles headquarters and occasional travel for investor meetings or asset visits.

Requirements

Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field.
3–5 years of relevant experience in real estate private equity, investment management, investment banking, asset management, investor relations/capital formation, or fund operations.
Advanced Excel and financial modeling skills.
Strong understanding of private fund structures, portfolio analytics, and return metrics, including IRR, MOIC, DPI, and TVPI.
Exceptional organization and attention to detail, with the ability to independently manage multiple high-priority workstreams and deadlines in a fast-paced, entrepreneurial environment.
Excellent written and verbal communication skills and the judgment and presence to interact effectively with senior leadership, investment teams, and institutional investors.

Nice To Haves

Institutional fundraising experience is strongly preferred.
Demonstrated experience with fund-level modeling and waterfall structures, and the ability to independently analyze, interpret, and communicate investment performance, is strongly preferred.
Experience with Yardi, DealCloud, Intralinks, or similar platforms is a plus.

Responsibilities

Prepare and refine institutional fundraising materials, investor presentations, pitchbooks, and data room content for roadshows, fund launches, and diligence processes.
Own and coordinate responses to investor due diligence requests, including DDQs, RFPs, RFIs, and ad hoc inquiries, working with senior leadership and internal subject-matter experts.
Manage investor pipeline, diligence, and deliverable workflows, including CRM tracking, process management, and follow-up coordination across active fundraising initiatives.
Prepare LP communications and investor engagement materials, including quarterly updates, Annual General Meeting materials, investor meeting preparation, and correspondence.
Partner with asset management, acquisitions, finance, legal, and senior leadership to synthesize portfolio, fund, and market information into consistent investor-facing messaging.
Own and review fund-level models and analyses, including capital activity, fund economics, waterfall structures, and IRR, MOIC, DPI, and TVPI metrics.
Prepare and quality-control quarterly fund reports, portfolio updates, and investor-facing performance analyses; identify performance drivers and portfolio themes for senior review.
Aggregate and reconcile portfolio and fund data from internal systems and establish quality-control processes for accurate and consistent reporting.
Manage the third-party valuation process, coordinate asset-level inputs and timelines, and review appraisal assumptions and outputs with asset management and finance teams.
Support strategic capital formation and portfolio management initiatives, including competitive fund research, portfolio analytics, and special projects.
Mentor or review the work product of junior team members.