Related skills
financial reporting ai real estate portfolio management investor relationsπ Description
- Lead oversight of 150β200 GP investments across strategies and geographies
- Develop scalable frameworks for portfolio monitoring and performance tracking
- Partner with investment teams on quarterly updates and business plan progress
- Deliver institutional-quality investor reporting and quarterly deal snapshots
- Build and implement next-generation reporting tools leveraging automation and AI
- Support investor relations with timely, insightful responses
π― Requirements
- 7+ years in institutional RE portfolio management, reporting, IR
- High-agency problem solver capable in ambiguity
- AI-native/fluent β eager to leverage tech to drive efficiency
- Familiarity with RE partnership accounting and tax reporting
- Strong written and verbal communications; translates complexity into clarity
- Team-oriented; Dallas-based in-person role
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