Senior Associate, Investment Operations & Reporting

Description

• Support capital markets team with reporting packages and analytical requests
• Support ad hoc portfolio analysis and special projects
• Monitor financial covenants and proactively identify potential compliance issues
• Identify process improvements and automation opportunities
• Maintain centralized database of all debt obligations and capital partner requirements
• Contribute to capital markets strategy discussions with operational insights
• Serve as primary operational contact with lenders and capital partners
• Prepare and submit financial reports and compliance certificates to lenders and equity partners
• Develop portfolio analytics and performance reporting for institutional investors
• Implement systems and workflows that automate compliance monitoring and lender reporting
• Coordinate with property accounting teams to gather required financial data
• Create dashboards and reporting tools that provide portfolio insights
• Support investment committee and board with materials related to portfolio performance
• Establish infrastructure for tracking debt covenants, reporting obligations, and compliance across the portfolio

Requirements

• Knowledge of real estate finance concepts (NOI, DSCR, LTV, IRR, cap rates) preferred
• CPA, CFA progress, or relevant certifications a plus
• Experience building or implementing financial systems or processes highly valued
• Bachelor's degree in Finance, Accounting, Real Estate, or related field required
• 3-5 years of experience in finance, accounting, investment operations, or real estate required
• Commercial real estate finance or institutional capital markets experience a plus
• Strong Excel skills and financial analysis capabilities required
• Experience with business intelligence tools (Power BI, Tableau) or system integrations a plus
• Familiarity with property management systems (Yardi, MRI) or debt management platforms a plus
• Experience with investor reporting, debt compliance, or fund administration strongly preferred

Benefits

• Phone Reimbursement
• Competitive Bonus Program
• Medical, Dental, Vision, and Life Insurance
• Flexible Spending Accounts (Dependent & Medical Reimbursement)
• Dallas Business Journal Best Places to Work – 2023
• 401(k) with Company Match (Up to 5% Match)
• 4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)
• Paid Volunteer Time
• Health Savings Account
• Paid Parental Leave
• Tuition Assistance
• 11 Holidays and 8 Early Release Days
• Associate Referral Bonuses
• Comprehensive training and development

Training + Development

Interview process

Visa Sponsorship

Security clearance