Job description
Stoneweg US is a globally recognized real estate investment firm with domestic offices in Dallas, Texas and St. Petersburg, Florida. It serves as the exclusive asset manager for Varia US Properties AG, a publicly traded real estate fund listed on the SIX Swiss Exchange (Ticker: VARN). While its core focus is multifamily investment management, Stoneweg US is actively expanding into complementary real estate verticals.
Stoneweg US is a subsidiary of Stoneweg and the SWI Group, a global alternative investment platform founded in 2015 and headquartered in Geneva, Switzerland.
DUTIES
The role will be part of a dynamic and fast-paced business environment and will support all aspects of Investments and Asset Management and will work cross-functionally to evaluate investment opportunities, monitor portfolio performance, and contribute to strategic decision-making.
- Build and maintain detailed financial models in Excel to evaluate potential multifamily acquisitions and dispositions
- Underwrite potential acquisitions, considering all comparable properties and developing initial business plans for rents, capital improvements, and operational changes
- Develop benchmarks to analyze monthly operating statements and KPIs, rolling up portfolio performance to help inform strategic decision-making
- Support Asset Managers in collaborating with property managers and third-party vendors to identify operational efficiencies and value-add opportunities
- Assist in preparing investment memoranda/presentations for internal investment committees and external capital partners
- Support the transaction process (due diligence, third-party coordination, and closing documentation)
- Conduct market and submarket research to support investment theses and portfolio strategy
- Monitor property performance against underwritten projections and business plans
- Develop and update cash flow forecasting models at the asset, portfolio, and fund levels
- Serve as the gatekeeper for Asset Management system access/coordination/subscriptions
- Develop budget comparison templates and translate portfolio fee, tax, insurance, and debt service data to inform management company budget assumptions at the asset level
- Support the interactions with institutional counterparties, including borrowers, lenders, sellers and equity capital partners
- Maintain databases of market intelligence and investment pipeline activity
- Ad hoc projects
Profile required
- Bachelor’s degree or greater in Finance, Real Estate, Economics, or related
- 2-3+ years of experience in RE investment, private equity, or investment banking with a focus on commercial RE and/or multifamily preferred
- Advanced MS Office knowledge, particularly Excel and financial modelling
- Familiarity with industry tools (RedIQ, DealPath, RealPage, and CoStar) is highly desirable
- Forward-thinking capabilities to support integration of AI into the platform
- Ability to perform and prioritize multiple assignments without immediate supervision
- Strong interpersonal, time management, organizational, and strategic planning skills
- Excellent quantitative, analytical, and problem-solving skills
- Excellent verbal and written communication skills
- Team player with the ability to work independently and function in a support role
- This role will be based in-person in our Dallas, TX office only
COMPETENCIES ALIGNED WITH STONEWEG'S VALUES
- Trust & Integrity – Acts with transparency, honesty, and accountability, upholding high ethical standards in all responsibilities
- Respect & Collaboration – Fosters an inclusive and supportive environment, valuing diverse perspectives and working effectively with colleagues and stakeholders
- Entrepreneurial Mindset – Demonstrates agility, proactiveness, and a solution-oriented approach to drive innovation and sustainable growth
- Excellence & Commitment – Takes ownership of tasks, continuously seeks improvement, and is dedicated to delivering high-quality results
Company description
Stoneweg is a global alternative investment group headquartered in Geneva Switzerland, part of SWI Group.
The group was founded in 2015 by a veteran team of investment professionals and has grown its platform and capabilities both organically through joint ventures and through strategic acquisitions to ca. €9.0 billion of Asset Under Management(“AUM”).
Stoneweg is a trusted capital partner and investment manager to a range of global and local investors, capital providers and banking partners and has a strong track record of investing and creating value in a variety of structures, including club deals, joint ventures and co-investments.
The group relies on local operating teams to identify, develop and manage real assets and other alternative investments around the World. With more than 300 employees, Stoneweg has operational presence and teams on the ground in 23 offices across 17 countries in Europe, the US and Singapore.