Stockbridge
Join to apply for the
Portfolio Management Analyst
role at
Stockbridge Join to apply for the
Portfolio Management Analyst
role at
Stockbridge Get AI-powered advice on this job and more exclusive features. Atlanta, GA 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 $35 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 CVA’s open-end core fund, as well as separate accounts. 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 Vice President, 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 valuation process, 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 comprehensive data requests, covering realized returns, projected cash flows, historical performance metrics, portfolio composition and ad-hoc due diligence materials for existing and prospective investors. Evaluate existing investments to support strategic portfolio decisions, 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. 1-3 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. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Analyst and Finance Industries Investment Management, Financial Services, and Real Estate Referrals increase your chances of interviewing at Stockbridge by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance Get notified about new Portfolio Management Analyst jobs in
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Portfolio Management Analyst
role at
Stockbridge Join to apply for the
Portfolio Management Analyst
role at
Stockbridge Get AI-powered advice on this job and more exclusive features. Atlanta, GA 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 $35 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 CVA’s open-end core fund, as well as separate accounts. 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 Vice President, 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 valuation process, 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 comprehensive data requests, covering realized returns, projected cash flows, historical performance metrics, portfolio composition and ad-hoc due diligence materials for existing and prospective investors. Evaluate existing investments to support strategic portfolio decisions, 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. 1-3 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. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Analyst and Finance Industries Investment Management, Financial Services, and Real Estate Referrals increase your chances of interviewing at Stockbridge by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance Get notified about new Portfolio Management Analyst jobs in
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