What are the responsibilities and job description for the Portfolio Management Analyst position at Stockbridge?
Analyst, Portfolio Management
Chicago, IL
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:
The analyst will work closely with the Portfolio Management team for Stockbridge’s Core and Value-Add business on an all-industrial 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 Key Responsibilities:
- Coordinate and review monthly asset valuation process with asset management teams and present portfolio impacts to valuation committee. Understanding of discounted cash flow analysis in Argus DCF/Enterprise and/or Excel is required
- Prepare quarterly and annual client reports and review property budgets/business plans
- Prepare and deliver materials for ongoing investor correspondence and performance analysis, including investor pitchbooks, due diligence questionnaires, etc.
- Develop, update and maintain property-level and fund-level financial models in Excel
- Perform hold/sell/refinance analyses on existing investments and prepare Investment Committee memoranda
Skills and Competencies:
- All candidates must have a 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 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
Compensation:
Competitive. The base pay scale for this position is $80,000 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.
Salary : $80,000
