Associate, Capital Formation & Portfolio Management

ABOUT STOCKDALE CAPITAL PARTNERS

Stockdale Capital Partners () is a vertically-integrated real estate investment firm focused on equity and credit strategies across property types and the risk spectrum. Headquartered in Los Angeles the firmoperatessix offices nationwide and manages over $3 billionin gross assets. Stockdales portfolio includes healthcare hospitality mixed-use multifamily office and retail properties across the United States.

JOB OVERVIEW:

The Associate will be a key member of the Capital Formation & Portfolio Management team taking meaningful ownership of institutional fundraising investor relations fund reporting portfolio analytics and valuation processes across the firms real estate equity and credit strategies. The role offers direct exposure to senior leadership and institutional investors and requires the ability to manage complex workstreams with a high degree of independence.

Reporting to the Head of Capital Formation the Associate will drive the preparation and execution of investor materials due diligence processes fund performance reporting valuation coordination and related analytical initiatives. The position will serve as a cross-functional partner to asset management acquisitions finance and legal teams and will be expected to synthesize complex investment information into clear institutional-quality work products.

Key Responsibilities:

• Lead the preparation and ongoing refinement of institutional fundraising materials investor presentations pitchbooks and data room content for roadshows fund launches and diligence processes
• Own and coordinate responses to investor due diligence requests including DDQs RFPs RFIs and ad hoc inquiries partnering with senior leadership and internal subject-matter experts to deliver accurate compelling responses
• Manage investor pipeline diligence and deliverable workflows including CRM tracking process management and coordination of follow-up items across active fundraising initiatives
• Drive preparation of LP communications and investor engagement materials including quarterly updates Annual General Meeting materials investor meeting preparation and ongoing correspondence
• Partner cross-functionally with asset management acquisitions finance legal and senior leadership to synthesize portfolio fund and market information into consistent investor-facing messaging

• Own and review fund-level models and analyses including capital activity fund economics waterfall structures and key performance metrics such as IRR MOIC DPI and TVPI
• Lead preparation and quality control of quarterly fund reports portfolio updates and investor-facing performance analyses; identify key performance drivers and portfolio themes for senior review
• Oversee aggregation and reconciliation of portfolio and fund data from internal systems establishing quality-control processes to ensure accuracy and consistency across reporting outputs

• Manage the firms third-party valuation process coordinating asset-level inputs and timelines and reviewing appraisal assumptions and outputs in partnership with asset management and finance teams
• Support strategic capital formation and portfolio management initiatives including competitive fund research portfolio analytics special projects and mentorship/review of junior team members work product

Qualifications

• Bachelors degree in Finance Real Estate Economics Business or a related field required
• 35 years of relevant experience in real estate private equity investment management investment banking asset management investor relations/capital formation or fund operations; institutional fundraising experience strongly preferred
• Advanced Excel and financial modeling skills with a strong understanding of private fund structures portfolio analytics and return metrics including IRR MOIC DPI and TVPI
• Demonstrated experience with fund-level modeling and waterfall structures; ability to independently analyze interpret and communicate investment performance is strongly preferred
• Advanced PowerPoint skills and demonstrated ability to produce polished institutional-quality investor materials; experience with Yardi DealCloud Intralinks or similar platforms is a plus
• Exceptional organization and attention to detail with demonstrated ability to independently manage multiple high-priority workstreams and deadlines in a fast-paced entrepreneurial environment
• Excellent written and verbal communication skills with the judgment and presence to interact effectively with senior leadership investment teams and institutional investors

Additional Information

• Reporting: Position reports directly to the Head of Capital Formation
• Travel: Occasional travel may be required for investor meetings or asset visits
• Location: Based in New York NY with the ability to travel periodically to the firms headquarters in Los Angeles CA

Required Experience:

Senior IC