Related skills
accounting financial reporting ai portfolio management investor relations📋 Description
- Lead oversight of a diversified GP portfolio across strategies and geographies
- Develop scalable monitoring and performance-tracking frameworks
- Deliver quarterly institutional-quality investor reporting and deal snapshots
- Build next-generation reporting tools leveraging automation and AI
- Oversee capital calls and entity formation for new investments
- Identify technology solutions to improve workflows and data integrity
🎯 Requirements
- 7+ years experience in institutional RE portfolio management, reporting, investor relations
- Strong problem-solving ability in ambiguity
- AI-native fluency – eager to leverage tech to drive efficiency
- Familiarity with RE partnership accounting and tax reporting
- Strong written and verbal communication; translates complexity into clarity
- Team-oriented
- Dallas-based – in-person role
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