San Francisco, CA
Salary Estimate: $110,001.00 - $140,000.00
Employment Type: Full Time
Work Place: Office
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Benefits
Job Description
Analyst/Associate, Real Estate Portfolio Management
San Francisco, CA
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 $34 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.
Opportunity and Position Overview:
Stockbridge is seeking an Analyst to join the Portfolio Management team within the Core and Value-Add (“CVA”) platform, which includes funds and separate accounts with strategies ranging from core to value-add and ground-up development. This role will specifically focus on Stockbridge’s Value Fund series, comprising three active vehicles, with one currently being deployed across all product types. The Analyst will gain direct exposure to fund- and asset-level financial analysis, investor reporting, and valuation processes. They will work closely with senior leadership and receive day-to-day direction from an experienced Associate, offering strong mentorship and growth opportunities.
Primary Duties and Key Responsibilities:
- Build and maintain detailed financial models in Excel at the property and fund levels, including commercial and multifamily property underwriting, debt modeling, and joint-venture waterfalls.
- Support quarterly valuations, collaborating with asset management teams to review cash flow projections and market assumptions using Argus and Excel.
- Prepare quarterly and annual client reports, investor correspondence, and data requests, including realized returns, projected cash flows, and historical performance metrics.
- Evaluate existing investments to inform portfolio strategies, including disposition and refinancing opportunities.
Skills and Competencies:
- BA/BS degree from an accredited institution, preferably in real estate, finance, business, accounting, or economics, with strong academic credentials.
- 2-4 years of relevant experience in real estate finance, including investment sales, debt placement, acquisitions, dispositions, development, asset management, and/or commercial real estate valuation.
- Advanced proficiency in Excel with strong modeling capabilities. Experience with Argus and discounted cash flow analysis.
- Strong analytical, organizational, and communication skills.
- Ability to manage multiple workstreams and meet deadlines in a fast-paced environment.
- Detail-oriented with the ability to synthesize and present complex financial information clearly.
- Collaborative team player with a proactive, resourceful approach.
Travel:
This position will travel as needed.
Compensation:
Competitive. The base pay scale for this position is $110,000 to $140,000 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.
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