Description
The Associate will work closely with the Portfolio Management team for Stockbridge s Core and Value-Add business. This is a 50%/50% qualitative and quantitative position, strong math and written skills are required. Primary Duties and Responsibilities
- Prepare quarterly and annual client reports, including fund updates, 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 quarterly asset valuation process with asset management teams. Strong understanding of discounted cash flow analysis in Argus DCF/Enterprise and/or Excel required
- Track and analyze asset and fund information and investor performance for various investment vehicles, including internal rate of return, time weighted returns and other performance metrics
- Assist in the preparation of marketing-related materials for current clients and prospective new investors
- 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 investments
- Provide support to Capital Markets team for loan financings and extensions
- 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
- 3 5 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
Experience
2+ to 5 years
This job is no longer active.