Investment Strategy and Research Associate

Stockbridge; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

401K plan with match

Medical, dental, and vision insurance

Generous vacation and sick leave

Job summary

A real estate investment management firm in Atlanta seeks an Associate for Investment Strategy and Research. The role involves collecting and analyzing market data to inform strategic investment decisions. Candidates should have a degree in a related field and 3–7 years of relevant experience. The firm offers competitive compensation and opportunities for professional development.

Qualifications

• 3–7 years of experience in real estate analysis, market research, or economic forecasting.
• Strong academic credentials are required.
• Ability to leverage data analytics and automation tools.
• Proficiency with Microsoft Office and data visualization tools.
• Experience with real estate databases and research platforms (CoStar, CBRE EA, Green Street, Moody’s Analytics).
• Experience collecting, cleaning, and structuring datasets.
• Ability to leverage Python, R, SQL for data ingestion, transformation, and visualization.
• Experience collaborating with IT and data teams to implement cloud-based data infrastructure and BI platforms (Snowflake, Power BI, Tableau).
• Excellent written and verbal communication.
• Self-starter, detail-oriented, able to manage multiple projects cross-functionally.
• Strong storytelling with data.

Responsibilities

• Collect and interpret real estate market data and economic indicators.
• Develop models and scenario analyses to support investment strategies.
• Create visualizations to communicate insights effectively.
• Create compelling charts and visualizations to communicate insights and trends.
• Prepare regular market reports, presentations, and ad hoc analysis for senior leadership.
• Update and maintain group resources including slide decks, databases, etc.
• Partner with internal teams to advance strategic initiatives, serving as a key liaison between ISR and IT to facilitate the collection and integration of large-scale data sets.
• Stay current on industry trends and market dynamics.

Skills

Quantitative and analytical skills

Data visualization

Real estate analysis

Communication skills

Experience with Python or R

Tableau

Excel

Communication

Storytelling with data

Cross-functional collaboration

Education

BA or BS degree in real estate, finance, business, economics, or related area

Tools

Microsoft Office Suite

Power BI

Tableau

CoStar

SQL

Power BI

Tableau

Job description

Investment Strategy and Research Associate

Atlanta, GA

Opportunities and Position Summary:

This Associate will have a fundamental knowledge of collecting, synthesizing, and interpreting real estate market and macroeconomic data to produce forward-looking insights that inform strategic real estate investment decisions. The ideal candidate will have a strong ability to uncover trends, visualize data effectively, and communicate findings clearly to stakeholders. This role reports to the Head of Investment Strategy & Research.

Primary Duties and Responsibilities:

• Collect and interpret real estate market data, economic indicators, and long-term secular trends to support strategic analysis.
• Monitor macroeconomic developments and assess their impact on real estate markets.
• Develop forward-looking models and scenario analyses to support investment strategy and portfolio decisions.
• Create compelling charts and visualizations to communicate insights and trends.
• Prepare regular market reports, presentations, and ad hoc analysis for senior leadership.
• Update and maintain group resources including slide decks, databases, etc.
• Partner with internal teams to advance strategic initiatives, serving as a key liaison between ISR and IT to facilitate the collection and integration of large-scale data sets.
• Stay current on industry trends and market dynamics.

Skills and Competencies:

• All candidates must have a BA or BS degree from an accredited institution, with preferred degrees in real estate, finance, business, economics, data science, or related area. Strong academic credentials required.
• 3–7 years of experience in real estate analysis, market research, or economic forecasting.
• Strong quantitative and analytical skills with an ability to identify patterns and trends.
• Proven analytical skills and strong working knowledge of Microsoft Office Suite and data visualization tools.
• Experience with real estate databases and research platforms (e.g., CoStar, CBRE EA, Green Street, Moody’s Analytics).
• Experience collecting, cleaning, and structuring datasets to support research and reporting needs.
• Ability to leverage data analytics, scripting, and automation tools (e.g., Python, R, SQL) to enhance data ingestion, transformation, and visualization processes supporting investment research and strategy development.
• Experience collaborating with IT and data teams to implement and optimize cloud-based data infrastructure and business intelligence platforms (e.g., Snowflake, Power BI, Tableau), improving accessibility and efficiency of research and forecasting workflows.
• Excellent written and verbal communication skills.
• Self-starter with a proactive mindset, strong attention to detail, and ability to manage projects simultaneously, while working cross-functionally with multiple teams.
• Strong storytelling skills using data to influence decision-making.

The Firm:

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, family offices, and high-net-worth individuals. Stockbridge has approximately $36 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 U.S. The firm has offices in San Francisco, Atlanta, Chicago, Dallas, Denver, and Phoenix.

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.

Seniority level: Associate

Employment type: Full-time

Job function: Research and Strategy/Planning

Industries: Investment Management, Real Estate, and Financial Services