Analyst, Client Service & Capital Formation

San Francisco, CA

Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge has approximately $33.6 billion of assets under management spanning all major real estate property types, and certain specialty property types with an emphasis on residential and industrial space throughout the United States. The firm has offices in San Francisco, Atlanta, Chicago, Denver, Dallas, and Phoenix.

Opportunity and Position Summary:

Stockbridge is currently seeking a Client Service & Capital Formation Analyst, preferably with 1 to 3 years of experience producing and managing the distribution of client-facing materials for firm(s) in real estate, broader financial services or related industries. Reporting to the Client Service & Capital Formation Manager and interfacing regularly with senior leadership, the Analyst will be a “go to” source for creating materials used to help attract new investors and nurture existing investor relationships. The ideal candidate is one-part marketer, one-part project manager, with very strong communication and organizational skills. 

Primary Duties and Responsibilities:

• Working in close collaboration with the Manager and senior leadership, this role will design, produce and edit print marketing and client communications for both new product offerings and existing investment vehicles (e.g., presentations, quarterly client reports, case studies)
• Synthesize investment strategy and research findings into creative visuals that effectively convey complex concepts
• Serve as a central point of contact for marketing materials production, ensuring consistency with the firm’s brand standards
• Maintain and update a centralized database of firm statistics, track record and other information utilized in RFPs and firm marketing
• Own the distribution of client materials, including tracking client communications in the firm’s CRM database
• Assist in the preparation of client due diligence materials, such as RFPs, questionnaires and responses to client follow-up requests
• Assist in the planning and coordination of investor meetings, as well as certain internal senior leadership meetings
• Assist in maintaining the firm’s website

Skills and Competencies:

• BA or BS degree from an accredited institution
• Preferably 1 – 3 years of marketing, communications, client relations or design experience, with a firm in the real estate or broader financial services industry a strong plus
• Familiarity with key real estate and/or financial metrics and concepts a plus
• Ability to work cross-functionally with a range of departments and develop relationships in a fast-paced organization
• Ability to prioritize, coordinate, multi-task, and demonstrate initiative, often under tight deadlines and with multiple stakeholders
• Excellent written and verbal communication skills; strong editing and proofreading skills with careful attention to detail
• Experience designing and producing print marketing collateral, particularly for a sophisticated audience
• Mastery of Microsoft PowerPoint and Word; strong proficiency in Excel
• A knack for visual storytelling through graphics (experience with Adobe InDesign and Photoshop is a plus)
• Familiarity with the financial services industry regulatory environment is a plus

Compensation:

Competitive. The base pay scale for this position is $90,000 to $110,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. The base pay scale is accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law.

About Stockbridge

Stockbridge is an established real estate investment firm with $33 billion of assets under management within a variety of investment structures on behalf of U.S. and foreign institutional investors. STOCKBRIDGE IS AN EQUAL OPPORTUNITY EMPLOYER.

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