Portfolio Management Analyst

Stockbridge; Chicago (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

A leading real estate investment management firm seeks a Portfolio Management Analyst in Chicago. The role involves coordinating asset valuations, preparing client reports, and developing financial models. Candidates should have strong analytical and communication skills, with a BA or BS degree. This entry-level position offers mentorship and growth opportunities within a dynamic team.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Qualifications

• 1+ years of real estate/finance experience preferred.
• Strong academic credentials in relevant fields.

Responsibilities

• Coordinate monthly asset valuation process.
• Prepare client reports and investor correspondence.
• Develop and maintain financial models in Excel.

Skills

Analytical Skills

Communication

Organizational Skills

Education

BA or BS degree

Tools

Microsoft Office Suite

Argus

Job description

Join to apply for the Portfolio Management Analyst role at Stockbridge

Join to apply for the Portfolio Management Analyst role at Stockbridge

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst

• Industries

  Investment Management, Real Estate, and Financial Services

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

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