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Associate, Capital Formation & Portfolio Management
Stockdale Capital Partners
New York, USA
Full-time
Mid · 3–5 years experience
Onsite
Discovered 1 weeks ago
Full Job Posting
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 firm’s 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
- Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field required
- 3–5 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 firm’s headquarters in Los Angeles, CA
Preferred Qualifications
- 3–5 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
- 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
About Stockdale Capital Partners
Invests in and manages commercial real estate assets.
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