Investment Operations Specialist
2 weeks ago
We are seeking a highly organized and detail-oriented Investment Operations Specialist to join our team at The Rockridge Group in Dallas, Texas.
The estimated salary for this position is $65,000 - $80,000 per year, depending on experience.
Responsibilities:- Transaction Execution: Review investor transaction instructions to ensure all necessary information is provided and follow up with investors for further clarification as needed.
- Liaison with Investors: Liaise with investors to obtain fully executed transaction instructions and ensure subscription proceeds are provided in a timely manner.
- Documentation Management: Ensure appropriate AML/KYC documentation is provided by investors and input investor transactions on HedgeInvestor (Hedge SERV proprietary Investor Services System).
- Reconciliation and Reporting: Reconcile the subscription/redemption bank account daily and notify discrepancies to the supervisor. Prepare investor reports, including investor statements and contract notes for distribution to investors.
- Client Reporting: Prepare client reports, including capital activity reports, ERISA reports, authorized share capital reports for distribution to clients.
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Property Operations Specialist
1 week ago
Dallas, Texas, United States Bridge Investment Group Holdings LLC Full timeProperty Operations Specialist at Bridge Investment Group Holdings LLCBridge Investment Group Holdings LLC is a leading vertically integrated real estate investment manager. We are seeking an experienced Property Operations Specialist to join our team.About the RoleThis is a high-profile position that requires exceptional leadership and management skills,...
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Real Estate Investment Specialist
3 weeks ago
Dallas, Texas, United States Trinity Real Estate Investment Services Full timeAbout UsTrinity Real Estate Investment Services is a leading brokerage that specializes in the investment sales of retail and industrial properties nationwide.We believe success is not only measured by transactions, but also by building trust through accountability, valuing clients as people, and putting their interests above our own.Our goal is to be a...
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Investment Relations Specialist
2 weeks ago
Dallas, Texas, United States D.I. Management, LLC Full timeAbout the RoleWe are seeking a highly motivated Investment Relations Specialist to join our team at Dalfen Industrial. This is an excellent opportunity for someone looking to gain experience in private equity, commercial real estate, and investor relations.Job DescriptionThe successful candidate will work directly with the CIO on capital activities, business...
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Administrative Support Specialist
3 weeks ago
Dallas, Texas, United States Hillwood Investment Properties Full timeCompany Overview:Hillwood Investment Properties is a leading real estate investment and development company that values integrity, respect, excellence, and teamwork. The company offers a full range of services, including development, investment, and advisory expertise, to create value for investors, partners, and communities worldwide.Job Summary:We are...
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Investment Advisory Specialist
1 week ago
Dallas, Texas, United States International Search Consultants Full timeInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to fill the role of Investment Advisory Associate. Located in Dallas, TX, this position offers tremendous long-term career development and continued growth opportunities.The successful candidate will be instrumental in partnering with Ultra-High Net Worth Clients and work...
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Residential Maintenance Specialist
1 month ago
Dallas, Texas, United States Bridge Investment Group Holdings LLC Full timeJob SummaryWe are seeking a highly skilled and motivated Residential Maintenance Specialist to join our team. This individual will be responsible for performing various maintenance functions to ensure the quality of work meets our high standards.ResponsibilitiesComplete all maintenance service requests as assigned by managementPerform tasks associated with...
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Dallas, Texas, United States VWH Capital Management, LP Full timeCompany OverviewVWH Capital Management, LP is a reputable private equity firm with over $multi-billion in assets under management. The firm has garnered recognition for its exceptional performance in the distressed residential mortgage loan space.The company is headquartered in Dallas and seeks to generate long-term returns through securitized products,...
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Deal Origination Specialist
1 month ago
Dallas, Texas, United States Selby Jennings Full timeAbout UsWe are a reputable Middle Market Investment Bank with a strong presence in the Dallas market. Our team is known for delivering high-quality work and fostering a dynamic, close-knit environment.Job SummaryWe are seeking an experienced Deal Origination Specialist to join our Depositories team. The successful candidate will be responsible for managing...
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Investment Planning Specialist
2 weeks ago
Dallas, Texas, United States Spectrum Financial Group Full timeAbout the RoleThis is an exciting opportunity to work as a Financial Advisor at Spectrum Financial Group. As a key member of our team, you will help clients make informed decisions about their financial futures.Key Responsibilities:Analyze clients' financial data and create detailed reports to inform investment decisions.Collaborate with colleagues to...
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Private Equity Investment Banking Professional
4 weeks ago
Dallas, Texas, United States Selby Jennings Full timeQualificationsBachelor’s degree required, with an exceptional academic record1-3 years of investment banking experience at a leading investment bankStrong analytical, interpersonal, and problem-solving skillsEffective communication skills, including the ability to present complex information to key stakeholdersDemonstrated high performance in...
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Administrative Operations Specialist
1 week ago
Dallas, Texas, United States Hillwood Investment Properties Full timeAbout the RoleThis Administrative Assistant position offers a unique opportunity to gain insight into the inner workings of an executive office and contribute to its overall efficient operation.Key ResponsibilitiesResearch and prepare briefing materials for meetings, travel, and speaking engagements.Coordinate travel arrangements and manage correspondence...
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Landscaping and Maintenance Specialist
1 week ago
Dallas, Texas, United States Bridge Investment Group Holdings LLC Full timeAbout Bridge Investment Group Holdings LLCBridge Investment Group Holdings LLC es una gerencia de propiedad integrada que ofrece servicios en los Estados Unidos. Nuestra misión es ser un socio confiable y eficiente para nuestros clientes, proporcionando soluciones a medida para sus necesidades de inversión inmobiliaria.Salario y BeneficiosNuestro salario...
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Financial Sales Specialist
3 weeks ago
Dallas, Texas, United States Fisher Investments Full timeAbout UsFisher Investments is a privately-held, multi-billion dollar global investment firm dedicated to bettering the investment universe.Compensation and BenefitsThis role offers uncapped performance-based compensation with average earnings reaching mid-six figures within three to four years. Additionally, benefits include:100% paid medical, dental, and...
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Investment Support Professional
1 week ago
Dallas, Texas, United States Farther Full timeTrade Operations Analyst Job DescriptionAt Farther, we combine expert advisors with cutting-edge technology to deliver tailored wealth management experiences. As a Trading Operations Analyst, you will play a critical role in ensuring the flawless execution of client investment strategies.The Role:You will work at the intersection of our wealth management and...
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Maintenance Supervisor
4 weeks ago
Dallas, Texas, United States Bridge Investment Group Holdings LLC Full timeAbout Bridge Investment Group Holdings LLCBridge Investment Group Holdings LLC es un líder en la gestión de inversiones inmobiliarias integradas verticalmente, diversificadas en activos reales especializados. Combinamos nuestra plataforma de operación nacional con equipos dedicados de profesionales de inversión enfocados en selectos sectores de bienes...
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Administrative Support Coordinator
2 weeks ago
Dallas, Texas, United States Koch Investment Companies Full timeAbout Koch Real Estate InvestmentsKoch Real Estate Investments (KREI) is the real estate investment arm of Koch Industries, a leading private company with over $115 billion in revenue. Since 2003, KREI has completed numerous successful investments across various markets.Role OverviewWe are seeking an experienced Administrative Support Coordinator to join our...
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Real Estate Asset Manager
1 month ago
Dallas, Texas, United States Bridge Investment Group Holdings LLC Full timeRole OverviewBridge Investment Group Holdings LLC is a leading real estate investment manager, diversified across specialized asset classes. We combine our nationwide operating platform with dedicated teams of investment professionals focused on select U.S. real estate verticals.
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Truck Sales and Operations Specialist
1 week ago
Dallas, Texas, United States Bruckner Truck Sales, Inc Full timeJob DescriptionWe are seeking an experienced Truck Sales and Operations Specialist to join our team at Bruckner Truck Sales, Inc. The ideal candidate will have a strong background in sales, excellent communication skills, and the ability to work effectively in a fast-paced environment.About the CompanyBruckner Truck Sales, Inc. is one of the largest...
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Financial Analysis Specialist
3 weeks ago
Dallas, Texas, United States Lincoln Property Company Full timeJob Title:Financial Analysis SpecialistAbout the Role:We are seeking an experienced Financial Analysis Specialist to join our team. The ideal candidate will have a strong background in financial analysis, accounting, and reporting. In this role, you will be responsible for performing monthly equity method investment in accounting roll forward for all...
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Industrial Operations Specialist
3 weeks ago
Dallas, Texas, United States Scout Energy Management Full timeJob Title: Industrial Operations SpecialistEstimated Salary: $120,000 - $180,000 per yearAbout Scout Energy ManagementScout Energy Management is a private energy investment firm that acquires, operates, and improves upstream conventional oil and gas properties for institutional investors.The company's business involves the management of private energy funds...