What are the responsibilities and job description for the Associate, OPB - Transactions position at Stockbridge?
OPB TRANSACTIONS ASSOCIATE
San Francisco, CA
Stockbridge is an established real estate investment firm with over $23 billion of assets under management within a variety of investment structures on behalf of U.S. and foreign institutional investors.
Stockbridge’s Opportunistic and Platform Business (“OPB”) applies its significant expertise in transaction structuring and company formation to design large-scale platform investments across the risk spectrum.
Opportunity and Position Summary
Stockbridge is seeking an Associate to join their Transactions team and help build-out a thriving and dynamic platform business.
The Associate will report directly to a Senior Vice President and work on multiple execution strategies. Specifically, the Associate will evaluate and execute new investment opportunities, working with senior leadership and platform investors to strategically scale existing and new platforms along with the duties described below. This is both a qualitative and quantitative position, strong analytical and written skills are necessary.
Primary Duties and Responsibilities
- Prepare and update financial models in Excel for new or 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 portfolio composition and long-term strategic vision for investment vehicles
- 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. Must have strong academic credentials
- 4 years of real estate finance experience and strong experience with financial modeling
- Proven analytical skills and working knowledge of Microsoft Office Suite
- 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
- Ability to mentor Analysts
Travel
Can travel as needed.