| Position: Analyst, RBHM
The Opportunity:
The Analyst will support Rockbridge Hospitality Management (RBHM) and the Portfolio Management – Asset team, which together are responsible for the operating performance, financial stewardship, and value creation of Rockbridge's hotel portfolio. Through a two-year Analyst program, the Analyst will gain experience with our Asset Management and Portfolio Management – Asset teams on a twelve-month cycle. Responsibilities include supporting the value creation and cost reduction measures of Rockbridge investments, participating in the fiduciary responsibility of protecting the physical nature and operational aspects of investments, financial modeling and analysis, forecasting and budgeting, data and analytics, debt compliance, investor reporting support, and support of other strategic initiatives.
In a hands-on, collaborative environment, the Analyst will work directly with hotel leadership and operating partners, visit hotels throughout the year, and present work to senior leadership. The Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization.
Upon completion of the program, Analysts are positioned for placement across Rockbridge's vertically integrated platform, including Portfolio Management, Asset Management, Investments, Development, Capital Markets and Finance, based on business needs.
Focus Areas: - Asset Management (RBHM): Support Vice Presidents in protecting and growing the physical and operational value of each hotel. This includes but is not limited to operating and financial performance, accountability of operators and brands alongside hotel leadership and operating partners, monthly property P&L reviews, annual budgets, and CapEx planning and oversight.
- Portfolio Management-Asset: Financial stewardship of each investment during the lifecycle of a deal. This includes but is not limited to forecasting, liquidity, debt and management agreement compliance, and deal transaction support.
- Value Creation & Special Projects: Support cost reduction and revenue generating initiatives across Rockbridge investments. Covers savings tracking and verification, ROI underwriting, benchmarking, data and analytics, and other strategic initiatives.
Key Responsibilities:
Asset Management (RBHM): - Prepare weekly and monthly operator forecasts, flash reports, and forecast-versus-budget and prior-year variance analysis.
- Report on STR, pace, occupancy, ADR, RevPAR, revenue, GOP and NOI across the portfolio.
- Build variance packs and join monthly P&L reviews with hotel leadership.
- Maintain operator, brand and management-company scorecards.
- Support the annual budget process: file intake, version control, review of operating, marketing and capital budgets, and meeting exhibits.
- Support the quarterly forecast process across all equity investments.
- Complete at least four property visits per year, each tied to a deliverable.
Portfolio Management – Asset: - Own investment models and prepare quarterly forecast packages, outer-year assumptions and scenario comparisons.
- Support fair value models, audit requests, working capital and liquidity reporting.
- Calculate debt covenants and prepare lender compliance packages, management agreement performance tests and loan maturity notices.
- Abstract loan documents, management and franchise agreements, and leases, and maintain the portfolio obligations calendar.
- Support refinancings, dispositions, recapitalizations, operator transitions and diligence requests.
- Ad hoc reporting requests and support of the Asset Management Team.
Candidate Qualifications: - Graduating senior or master's candidate; preferred majors include finance, real estate, hospitality management (real estate emphasis), accounting, or related business discipline.
- Entrepreneurial, with a high level of intellectual capacity, curiosity, and integrity.
- Ability to excel in a fast-paced, collaborative environment.
- Excellent interpersonal, organizational and communication skills.
- Strong analytical ability.
- Strong attention to detail.
- Flexible and adept at multitasking in a deadline-sensitive environment.
- Highly motivated for success.
- Strong computer skills, particularly Microsoft Excel, Word and PowerPoint, and familiarity with AI tools.
- Good working knowledge of financial statements and the hospitality industry.
- Industry experience in finance, real estate, hospitality, private equity, accounting and/or capital markets is beneficial but not essential.
- Willingness to travel to portfolio properties as needed.
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