Investment Associate, SPB

Stockbridge is an established and growing real estate investment firm with over $30 billion of assets under management within a variety of investment structures on behalf of U.S. and foreign institutional investors.

The Stockbridge Platform Business (“SPB”) applies its significant expertise in transaction structuring and company formation to design large-scale platform investments across the risk spectrum.

Position Summary

The Investment Associate (title commensurate with experience level) will work closely with SPB’s Transactions, Portfolio and Asset Management teams to manage existing and prospective investments. This is both a qualitative and quantitative position; strong math and written skills are necessary. Property types, including office, multi-family, retail, industrial, ground up development, held in joint venture and wholly owned as well as other niche strategies may be analyzed.

Primary Duties and Responsibilities

• Prepare and update financial models in Excel and/or Argus for existing assets and developments, including sensitivity analyses, various leverage structures and joint venture structuring
• Work with team members in the analysis, documentation and execution of various capital transactions, including acquisitions, partnerships, financings, development programs and ultimate exit opportunities
• Prepare internal and external presentations and memos regarding existing investments and proposed new investment vehicles
• Analyze market research to evaluate prospective new investment opportunities or strategies
• Interface with internal and external parties, such as operating partners, leasing/sales brokers, lenders, accounting teams, legal counsel and other market contacts as needed
• Consider ESG matters in connection with transaction analysis and portfolio oversight

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
• Strong academic credentials required
• 2-6 years of real estate finance experience and strong experience with Excel and financial modeling
• Proven analytical skills and working knowledge of Microsoft Office Suite
• Experience with Argus preferred
• 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