Analyst at Stockdale Capital Partners LLC in New York, NY

Analyst

Location: New York, New York

FIRM OVERVIEW:

Stockdale Capital Partners is a vertically integrated real estate investment firm with a 30-year history of investing in commercial real estate across asset classes throughout the U.S. The firm invests in opportunistic and value-add strategies across all property types and currently manages over $3 billion in AUM on behalf of several legacy joint ventures as well as four (4) discretionary funds. The firm is actively investing out of its second discretionary opportunity fund, which held its final close in Q1 2025 at over $700 million. Further, the firm is actively raising capital for its open-ended medical office vehicle (current AUM of $160 million), and launching value-add discretionary vehicles in the retail and multifamily sectors. Headquartered in Los Angeles, the firm has seven offices and over 100 employees.

JOB OVERVIEW:

The Analyst will play an important role in supporting the evaluation and execution of acquisitions & developments alongside senior management. You will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing

• Build and maintain detailed financial models utilizing Excel and Argus for 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 on 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, refinancings, and dispositions

QUALIFICATIONS:

• Excellent undergraduate record
• 1-2 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
• An aptitude for financial modeling, research, and underwriting of investments
• Experience with Argus is preferred, but not required
• Strong critical thinking with resourceful problem-solving skills
• Meticulous attention to detail and pride in their work
• 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
• The ability to positively represent the company in the market and with third parties

Additionally, ideal candidates will be team players suited to work within an entrepreneurial, collaborative culture. The firm is on an exciting growth trajectory, necessitating the need for self-motivated and proactive individuals with an ability to work independently and a strong desire to learn. The job is in-person, full-time in the firm’s West LA, Manhattan, or Dallas office and will entail occasional travel.