Associate, Capital Formation & Portfolio Management

Stockdale Capital Partners; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Stockdale Capital Partners, based in New York, seeks an Associate for Capital Formation & Portfolio Management to own institutional fundraising materials, manage investor due diligence responses, and coordinate cross-functional efforts across asset management, acquisitions, finance, and legal teams.

You will prepare LP communications, quarterly updates, and investor meeting materials while synthesizing portfolio data into compelling narrative for senior leadership and investors.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field.
• 3–5 years of real estate private equity, investment management, investment banking, asset management, investor relations/capital formation, or fund operations; institutional fundraising experience strongly preferred.
• Advanced Excel and financial modeling skills, with a strong understanding of private fund structures, portfolio analytics, and return metrics including IRR, MOIC, DPI, and TVPI.
• Demonstrated experience with fund-level modeling and waterfall structures; ability to independently analyze, interpret, and communicate investment performance is strongly preferred.
• Advanced PowerPoint skills and demonstrated ability to produce polished, institutional-quality investor materials; experience with Yardi, DealCloud, Intralinks, or similar platforms is a plus.
• Exceptional organization and attention to detail, with demonstrated ability to independently manage multiple high-priority workstreams and deadlines in a fast-paced, entrepreneurial environment.
• Excellent written and verbal communication skills, with the judgment and presence to interact effectively with senior leadership, investment teams, and institutional investors

Responsibilities

• Lead the preparation and ongoing refinement of 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, partnering with senior leadership and internal subject-matter experts to deliver accurate, compelling responses
• Manage investor pipeline, diligence, and deliverable workflows, including CRM tracking, process management, and coordination of follow-up items across active fundraising initiatives
• Drive preparation of LP communications and investor engagement materials, including quarterly updates, AGM materials, investor meeting preparation, and ongoing correspondence
• Partner cross-functionally 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 key performance metrics such as IRR, MOIC, DPI, and TVPI
• Lead preparation and quality control of quarterly fund reports, portfolio updates, and investor-facing performance analyses; identify key performance drivers and portfolio themes for senior review
• Oversee aggregation and reconciliation of portfolio and fund data from internal systems, establishing quality-control processes to ensure accuracy and consistency across reporting outputs
• Manage the firm’s third-party valuation process, coordinating asset-level inputs and timelines and reviewing appraisal assumptions and outputs in partnership with asset management and finance teams
• Support strategic capital formation and portfolio management initiatives, including competitive fund research, portfolio analytics, special projects, and mentorship/review of junior team members’ work product

Skills

Advanced financial modeling

Excel proficiency

Portfolio analytics

IRR/DPI/MOIC/TVPI understanding

Communication with senior leadership

Education

Bachelor’s degree in Finance/Real Estate/Economics/Business

Tools

Yardi

DealCloud

Intralinks

Job description

ABOUT STOCKDALE CAPITAL PARTNERS

Stockdale Capital Partners (stockdalecapital.com) is a vertically-integrated real estate investment firm focused on equity and credit strategies across property types and the risk spectrum. Headquartered in Los Angeles, the firmoperatessix offices nationwide and manages over $3 billionin gross assets. Stockdale’s portfolio includes healthcare, hospitality, mixed-use, multifamily, office, and retail properties across the United States.

JOB OVERVIEW:

The Associate will be a key member of the Capital Formation & Portfolio Management team, taking meaningful 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 offers direct exposure to senior leadership and institutional investors and requires the ability to manage complex workstreams with a high degree of independence.

Reporting to the Head of Capital Formation, the Associate will drive the preparation and execution of investor materials, due diligence processes, fund performance reporting, valuation coordination, and related analytical initiatives. The position will serve as a cross-functional partner to asset management, acquisitions, finance, and legal teams and will be expected to synthesize complex investment information into clear, institutional-quality work products.

Key Responsibilities:

• Lead the preparation and ongoing refinement of 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, partnering with senior leadership and internal subject-matter experts to deliver accurate, compelling responses
• Manage investor pipeline, diligence, and deliverable workflows, including CRM tracking, process management, and coordination of follow-up items across active fundraising initiatives
• Drive preparation of LP communications and investor engagement materials, including quarterly updates, Annual General Meeting materials, investor meeting preparation, and ongoing correspondence
• Partner cross-functionally 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 key performance metrics such as IRR, MOIC, DPI, and TVPI
• Lead preparation and quality control of quarterly fund reports, portfolio updates, and investor-facing performance analyses; identify key performance drivers and portfolio themes for senior review
• Oversee aggregation and reconciliation of portfolio and fund data from internal systems, establishing quality-control processes to ensure accuracy and consistency across reporting outputs

• Manage the firm’s third-party valuation process, coordinating asset-level inputs and timelines and reviewing appraisal assumptions and outputs in partnership with asset management and finance teams
• Support strategic capital formation and portfolio management initiatives, including competitive fund research, portfolio analytics, special projects, and mentorship/review of junior team members’ work product

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field required
• 3-5 years of relevant experience in real estate private equity, investment management, investment banking, asset management, investor relations/capital formation, or fund operations; institutional fundraising experience strongly preferred
• Advanced Excel and financial modeling skills, with a strong understanding of private fund structures, portfolio analytics, and return metrics including IRR, MOIC, DPI, and TVPI
• Demonstrated experience with fund-level modeling and waterfall structures; ability to independently analyze, interpret, and communicate investment performance is strongly preferred
• Advanced PowerPoint skills and demonstrated ability to produce polished, institutional-quality investor materials; experience with Yardi, DealCloud, Intralinks, or similar platforms is a plus
• Exceptional organization and attention to detail, with demonstrated ability to independently manage multiple high-priority workstreams and deadlines in a fast-paced, entrepreneurial environment
• Excellent written and verbal communication skills, with the judgment and presence to interact effectively with senior leadership, investment teams, and institutional investors

Additional Information

• Reporting: Position reports directly to the Head of Capital Formation
• Travel: Occasional travel may be required for investor meetings or asset visits
• Location: Based in New York, NY, with the ability to travel periodically to the firm’s headquarters in Los Angeles, CA