Stockbridge · 6 hours ago
Client Service & Product Solutions - Associate
Stockbridge San Francisco Office, 4 Embarcadero Center, San Francisco, California, United States of America
Full-time
Onsite
Entry, Mid Level
$130K/yr - $150K/yr
2+ years expStockbridge is a real estate investment management firm seeking an Associate for their Client Service and Product Solutions team. The role involves supporting operational and strategic initiatives, focusing on investor-facing deliverables, and maintaining data accuracy while contributing to team initiatives.
Commercial Real EstateReal Estate
Responsibilities
Prepare timely, accurate, and well-structured responses to investor inquiries and fund due diligence questionnaires (“DDQs”) by updating quarterly metrics, curating supporting exhibits, and ensuring consistency across all materials
Serve as a key point of contact for investor requests, supporting both existing and prospective investors with professionalism, responsiveness, and attention to detail
Own and optimize the Firm’s centralized Q&A knowledge base (including AI-enabled tools), developing scalable processes to ensure accuracy, version control and team-wide adoption
Support the full fundraising lifecycle, including fund formation, creation of governing documents, product launches, marketing content, due diligence, and closing of investor capital commitments
Partner closely with sales, portfolio and client service teams to track investor deliverables, subscription documents, side letters, and fund communications, coordinating follow-ups to keep processes moving efficiently
Coordinate and assist with the preparation and execution of internal and external communications related to fund launches and closings
Maintain and enhance core investor platforms, includingthe Firm’s CRM and investor portal (Juniper Square) to support operational efficiency, data integrity, and system enhancement initiatives
Support day-to-day investor operations, including maintaining distribution lists, organizing marketing materials, reconciling data, managing key firm-wide metrics, and responding to ad hoc investor needs
Qualification
Required
Bachelor's degree from an accredited institution required; preferred fields include in real estate, finance, business, accounting, economics, or related discipline. Must have strong academic credentials
2 to 4 years of relevant experience in investor relations, investment research, fund operations or formation support
Highly proficient in Microsoft Excel, Word, PowerPoint, Adobe; familiarity with CRM platforms strongly preferred
Exceptional attention to detail, placing a high priority on accuracy, organization, and consistency
Strong analytical and problem-solving skills, with ability to research solutions and suggest resolutions
Demonstrated initiative, sound judgement and strong work ethic
Ability to manage multiple priorities simultaneously, meet deadlines and collaborate effectively in a team
Preferred
Experience at an investment management firm or similar institutional environment strongly preferred
Benefits
Medical
Dental
Vision
Life and STD & LTD insurance
401K plan with a match
Generous vacation
Sick time
Holiday time off
Opportunities for professional development and career advancement
Company
Stockbridge
Stockbridge is a private equity real estate investment management firm led by veteran industry professionals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
K
Kristin Renaudin
Chief Financial Officer
Tuba Malinowski
Executive Managing Director
Recent News
2025-09-16
2025-09-13
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