Investment Associate Job at Stockdale Capital Partners
We are looking for an Associate to support the growth of our real estate acquisitions team! The firm invests capital via its discretionary fund vehicles with a primary focus on opportunistic and value-add strategies.
The Associate plays an important role in supporting the evaluation and execution of acquisitions and developments alongside senior management. This involves all aspects of the real estate investment process including financial analysis, market research, due diligence, financing, business plan development, and closing.
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QUALIFICATIONS: *
Education:
- Bachelor’s degree required (in business, real estate, finance, or related field) with at least 3 years Finance/Real Estate experience
Training & Experience:
- 2-4 years of work experience in either a transaction-oriented real estate role (private equity, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking, management consulting, Big 4 accounting)
- Basic knowledge of real estate finance, valuation, and capital markets
- Demonstrated knowledge of the market dynamics and real estate values in a given property type/region helpful
- Experience in conceptualizing and executing value-add/development strategies helpful
Technology:
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- Argus (real estate transactions modeling software)
Licenses, Certifications & Special Requirements:
- (none)
Performance Measures:
- Aptitude for financial modeling, research, and underwriting of an investment
- Strong critical thinking with resourceful problem solving skills
- Must possess meticulous attention to detail and take pride in their work
- Self-motivated and proactive individual that can work well independently
- Superior organizational skills and the ability to prioritize and manage multiple workstreams
- Thoughtful presentation and communication skills with the ability to think like an investor and articulate assumptions, conclusions, and recommendations from their analysis
- Team player suited to work within an entrepreneurial, collaborative culture
- Positively represents the company in the market and with third parties
- Demonstrates ability to take on additional responsibility
Travel:
- Occasional
ESSENTIAL FUNCTIONS:
- Build and maintain detailed financial models utilizing Excel and Argus for potential acquisition and development projects that incorporate various scenarios and sensitivity analyses
- Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls Perform in-depth research of markets, comps, and development sites
- Review offering memorandums, tour properties, and interface with brokers
- Prepare presentations and materials for the investment committee, investors, and lenders
- Manage due diligence, including the analysis and review of market data, financial statements, development budgets, 3rd party reports, and legal documentation
- Coordinate closings of transactions and correspondence between internal departments and external parties
- Support asset management activities, including repositioning strategies, refinancing, and dispositions
Job Type: Full-time
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