Associate, Capital Formation & Portfolio Management

About Stockdale Capital Partners Stockdale Capital Partners (stockdalecapital.com) is a vertically-integrated real estate investment firm focused on equity and credit strategies across property types and the risk spectrum. Headquartered in Los Angeles, the firm operates six offices nationwide and manages over $3 billion in gross assets. Stockdale’s portfolio includes healthcare, hospitality, mixed-use, multifamily, office, and retail properties across the United States. Job Overview The Associate will be a key member of the Capital Formation & Portfolio Management team, taking meaningful ownership of institutional fundraising, investor relations, fund reporting, portfolio analytics, and valuation processes across the firm’s real estate equity and credit strategies. The role offers direct exposure to senior leadership and institutional investors and requires the ability to manage complex workstreams with a high degree of independence. Reporting to the Head of Capital Formation, the Associate will drive the preparation and execution of investor materials, due diligence processes, fund performance reporting, valuation coordination, and related analytical initiatives. The position will serve as a cross-functional partner to asset management, acquisitions, finance, and legal teams and will be expected to synthesize complex investment information into clear, institutional-quality work products. 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 processesOwn 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 responsesManage investor pipeline, diligence, and deliverable workflows, including CRM tracking, process management, and coordination of follow-up items across active fundraising initiativesDrive preparation of LP communications and investor engagement materials, including quarterly updates, Annual General Meeting materials, investor meeting preparation, and ongoing correspondencePartner cross-functionally with asset management, acquisitions, finance, legal, and senior leadership to synthesize portfolio, fund, and market information into consistent investor-facing messagingOwn and review fund-level models and analyses, including capital activity, fund economics, waterfall structures, and key performance metrics such as IRR, MOIC, DPI, and TVPILead preparation and quality control of quarterly fund reports, portfolio updates, and investor-facing performance analyses; identify key performance drivers and portfolio themes for senior reviewOversee aggregation and reconciliation of portfolio and fund data from internal systems, establishing quality-control processes to ensure accuracy and consistency across reporting outputsManage 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 teamsSupport 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 required3–5 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 preferredAdvanced Excel and financial modeling skills, with a strong understanding of private fund structures, portfolio analytics, and return metrics including IRR, MOIC, DPI, and TVPIDemonstrated experience with fund-level modeling and waterfall structures; ability to independently analyze, interpret, and communicate investment performance is strongly preferredAdvanced PowerPoint skills and demonstrated ability to produce polished, institutional-quality investor materials; experience with Yardi, DealCloud, Intralinks, or similar platforms is a plusExceptional organization and attention to detail, with demonstrated ability to independently manage multiple high-priority workstreams and deadlines in a fast-paced, entrepreneurial environmentExcellent 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 FormationTravel: Occasional travel may be required for investor meetings or asset visitsLocation: Based in New York, NY, with the ability to travel periodically to the firm’s headquarters in Los Angeles, CA