Related skills
reporting ai automation📋 Description
- Lead oversight of 150–200 GP investments across strategies and geographies
- Develop scalable frameworks for portfolio monitoring and performance tracking
- Partner with investment teams on quarterly updates and monitoring progress
- Deliver institutional-quality investor reporting and quarterly deal snapshots
- Build and implement next-generation reporting tools with automation and AI
- Oversee capital calls and entity formation for new investments
🎯 Requirements
- 7+ years in institutional RE portfolio management, reporting, investor relations
- Strong written and verbal communication skills
- AI-native/fluent – eager to leverage tech to drive efficiency
- Familiarity with RE partnership accounting and tax reporting
- High-agency problem solver in ambiguity
- Dallas-based – in-person role
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