Senior Associate, Corporate Finance – Real Estate PE

Sage Search Partners; Dallas (TX); On-site; USD 115,000 - 120,000; Full time

Benefits offered by this job

Excellent work/life balance

Opportunities for growth

Job summary

A real estate investment management firm in Dallas is seeking a Senior Associate for Corporate Finance to support fund operations and investor reporting. The ideal candidate will possess a Bachelor's degree in Accounting, Finance, or Economics, along with 3+ years of experience in fund operations and investment reporting. Proficiency in Excel and experience with tools like Workiva, Juniper Square, and Yardi are preferred. Exceptional communication skills and attention to detail are essential for success in this role.

Qualifications

• 3+ years of experience in fund operations or investment reporting.
• Experience in real estate private equity preferred.
• Strong capability in producing high-quality deliverables under deadline.

Responsibilities

• Coordinate quarterly investor reporting packages.
• Serve as a key contact for investor requests.
• Compile financial and operational information for reporting.
• Support review processes tied to fund financial statements.
• Assist with investor communications related to capital activity.
• Maintain investor and fund information integrity.
• Identify and implement process improvements.

Skills

Analytical skills

Written and verbal communication

Attention to detail

Stakeholder management

Education

Bachelor’s degree in Accounting, Finance, or Economics

Tools

Excel

Workiva

Juniper Square

Yardi

Job description

A real estate investment management firm in Dallas is seeking a Senior Associate for Corporate Finance to support fund operations and investor reporting. The ideal candidate will possess a Bachelor's degree in Accounting, Finance, or Economics, along with 3+ years of experience in fund operations and investment reporting. Proficiency in Excel and experience with tools like Workiva, Juniper Square, and Yardi are preferred. Exceptional communication skills and attention to detail are essential for success in this role.