Strategic Real Estate Capital Formation Analyst

Stockdale Capital Partners; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Stockdale Capital Partners, a leading real estate investment firm, seeks a Senior Analyst for the Capital Formation & Portfolio Management team. You will support institutional fundraising, investor relations, fund reporting, portfolio analytics, and valuation coordination across equity and credit strategies.

Reporting to the Head of Capital Formation, you will prepare investor materials, respond to due diligence requests, maintain CRM-driven pipelines, and coordinate across asset management,

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field required.
• 1–3 years of relevant experience in real estate private equity, investment management, or fund operations preferred.
• Strong Excel and financial modeling skills with familiarity with private fund structures and return metrics.
• Experience with fund-level modeling and waterfall structures; ability to communicate performance data clearly.
• Strong PowerPoint skills; familiarity with investment platforms and data rooms is a plus.

Responsibilities

• Support development of fundraising materials, investor presentations, pitchbooks, and data room content.
• Draft responses to due diligence requests (DDQs, RFPs, RFIs) from LPs.
• Maintain investor pipeline and CRM workflows to enable timely fundraising execution.
• Assist LP communications and quarterly updates, including AGM materials and meeting prep.
• Collaborate across teams to gather and present investment performance data clearly.

Skills

Excel

Financial modeling

PowerPoint

Communication

Education

Bachelor's degree in Finance, Real Estate, Economics, Business, or related field

Tools

Yardi

DealCloud

Intralinks

Job description

Stockdale Capital Partners, a leading real estate investment firm, seeks a Senior Analyst for the Capital Formation & Portfolio Management team. You will support institutional fundraising, investor relations, fund reporting, portfolio analytics, and valuation coordination across equity and credit strategies.

Reporting to the Head of Capital Formation, you will prepare investor materials, respond to due diligence requests, maintain CRM-driven pipelines, and coordinate across asset management,