About the job
INVESTMENT VICE PRESIDENT
San Francisco, CA
Stockbridge is an established 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.
Stockbridge’s Platform Business (“SPB”) applies its significant expertise in transaction structuring and company formation to design large-scale platform investments based on our thesis-driven approach that focuses on areas of long-term secular growth—e.g., driven by demographics, technology, or lifestyle preferences—and sectors best positioned to benefit.
This is both a qualitative and quantitative position where strong financial and written skills are necessary. This role also seeks an individual with leadership qualities who can work with an existing team of professionals.
Opportunity and Position Summary
Stockbridge is seeking to hire an Investment Vice President to join the SPB Transaction Team that focuses on creating and scaling investment platforms. Our platforms span the risk/return spectrum and are typically oriented around single property type strategies and operating partner expertise for sophisticated institutional investors.
The Investment Vice President will participate in scaling existing platforms as well as strategically building new platforms through the acquisition or restructuring of large-scale real estate opportunities. Specifically, the Vice President will evaluate new investment opportunities and work with senior leadership to scale existing industrial and residential platforms.
Primary Duties and Responsibilities:
Develop comprehensive understanding of market fundamentals primarily across residential and industrial asset classes. Analyze (i.e. screening) investment opportunities from a qualitative and quantitative perspective. Participate in evaluating opportunities to satisfy investment objectives
Review financial models in Excel for new and existing assets and developments, including investment assumptions, sensitivity analyses, various leverage structures and joint venture structuring
Assist in managing and coordinating the transaction process including communication with investors, portfolio and asset management teams, lenders, and research
Participate in drafting internal and external presentations and memos regarding proposed new investment vehicles
Effectively communicate acquisition opportunities to senior leadership, Investment Committee, and investors
Maintain and build relationships with internal and external parties including brokers, sellers, developers, and advisors to continue to scale existing and new platform opportunities
Collaborate with other functions within the Stockbridge company on opportunities and market dynamics
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
7-12 years of real estate finance experience and strong experience with Excel, Argus and 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 lead multiple projects simultaneously
Strong ability to mentor and coach junior team
Will travel as needed