Portfolio and Fund Management Officer

Posted 8 days ago

financial additionsFort Worth (TX)

Investment Fund ManagersPortfolio Management and Investment Advice

SENIORITY

Manager

About the role

Financial Additions is assisting a growing Real Estate Investment Group in the Fort Worth area with a Portfolio and Fund Management Officer position. The ideal candidate brings an entrepreneurial heart and a strong background in real estate investment funds, private equity funds and debt funds. This position is in office in the Fort Worth area. What you will do: Oversees the strategy of the portfolio, all treasury, investor reporting, asset optimization, fund management and capital allocations. Helps to decide which assets are acquired for the REIT platform. Evaluate risk across asset classes and investment strategies Create portfolio plans and develop recommendations on the portfolio Oversee private fund operations across current and future vehicles. Support due diligence for investors and create investor reporting packages Manage banking and treasury relationships and assist with capital optimization across assets, funds, etc. What qualifications you will bring: 10+ years in real estate investment management, fund management, asset management or portfolio management Understanding of fund structures, investor reporting, treasury management, capital planning Must have an entrepreneurial heart and excitement to help scale a growing company #J-18808-Ljbffr

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