div class="job__description body">At Lincoln Property Company, we are seeking an Investment Manager to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe.
p>Qualifications 3+ years work experience, within a BDR/Sales role preferred Strong prospecting skills Exceptional level of drive and passion for results Willingness to learn new skills and build a career in sales PropTech or FinTech SaaS experience preferred Travel expected. Your Impact Make 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts.
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Your impact
- Make 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts .
Location
Find out more about our locations by visiting our site.
Compensation & Benefits
The compensation that we reasonably expect to pay for this role is: $76,514.26
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRates 2023 list of Best Regional Banks. • Required: Bachelors degree in finance, economics, accounting or related field • Preferred: Certification such as CFA, CAIA or substantial progress toward certification • 5+ years direct experience in municipal bond management and credits • Experience through one or more investment cycles • Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities.
The Strategic Investments and Partnerships team sits within the Global Sustainability Office and is focused on the intersection of finance and impact, supporting the business by: Integrating & driving a $/Impact mindset across the PEP system enabling better, faster and stronger decision making. From how we source ingredients, make and sell our products in a more sustainable way, inspire consumers through our iconic brands to make better choices for themselves and the planet; to how we support communities and improve livelihoods throughout our supply chain, we are embracing our role as a leader among our peers and in our communities.
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Your impact
- Make 50 outbound calls per day with the intent to qualify leads, build relationships with property managers, and develop new sales opportunities from cold accounts .
Location
Find out more about our locations by visiting our site.
Compensation & Benefits
The compensation that we reasonably expect to pay for this role is: $76,514.26
p>As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
p>Recognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
p>The Group manages three Singapore-listed real estate investment trusts ("REITs") and nine private equity real estate funds, which hold a diverse portfolio of assets in Asia Pacific, Europe, the United Kingdom ("UK") and the United States ("US"). Manage end-to-end investment transactions including origination, research, deal evaluation and structuring, financial analysis including financial modelling, transaction management and deal negotiation and execution.
Fort Worth, Texas30+ days ago
Key responsibilities include ensuring schedule adherence and proper call management of all team members in relation to the contact center strategy, promoting work unity improvements to workflow processes, and resolving client issues that are elevated to the supervisory level. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD, Dallas Fort Worth TX, Charlotte NC, Jacksonville FL, and Pennington, NJ and is the primary service provider for Consumer Investments Solutions.
As an Investment Guidelines Oversight Manager within Schwab Asset Management (SAM), you'll play an important role in protecting shareholder and client interests by helping ensure investment guidelines are accurately applied, monitored, and maintained across Schwab proprietary mutual funds, ETFs, collective trusts, and separately managed accounts. In this role, you'll monitor portfolio manager and sub-advisor trading activity for adherence to investment guidelines and agreements, code and enhance compliance tests within platforms such as Aladdin or comparable systems, and help validate that rules are implemented accurately and monitored effectively.
In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Required Qualifications:
p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
p>The Senior Product Manager, Alternative Investments & Structured Products, is responsible for end-to-end product and offer management including issuer onboarding, field enablement, content and collateral management, and strategic initiatives that improve client and advisor experiences. You will partner closely with internal teams across Advisor Services, Fixed Income, Operations, Technology, Legal, Risk, Compliance, Marketing/SAC content, and enterprise stakeholders, as well as with external issuers, wholesalers, and fintech providers.
p>"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Richardson, TX30+ days ago
Oversees and directs staff including supervisory/management staff subordinately assigned to these related functions assuring consistent harmonious deployment (and employee-customer relationships) coverage of Payroll Accounting & Compliance Oversight- Direct payroll accounting operations, including reconciliations, general ledger integration, and reporting. Oversees the maintenance of statistical records of all payments for use in company analysis and governmental reporting as well as the forecasting, calculation, record-keeping and monitoring all corporate fringe benefit pool budgets, including active employee, retiree and health pools.
p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.
Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The ideal candidate will have deep familiarity with the Investment Company Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and related SEC and FINRA rules governing distribution activities across retail, institutional, and intermediary platforms.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
p>Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
Working closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
Schwabs Wealth and Advice Solutions business line develops and delivers holistic wealth management solutions, including Schwab Wealth Advisory (SWA), Schwab Advisor Network (SAN), the Wealth Strategies Group (WSG), and other full-service offerings. The Director, Offer Management for Schwab Wealth Advisorys (SWA) Discretionary Investment Management Program is a new people leader responsible for designing, developing, and continuously evolving SWAs discretionary and overlay investment management offers.
The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.
Addison, Texas19 days ago
Working closely with the COO, the NLG Finance team, investment professionals, operations, and external service providers, the Senior Financial Analyst will help ensure accurate fee determination and sound performance and carry computations, while building reporting that creates transparency and drives financial insight across NLG Capital. This role sits at the asset management company level and supports the accounting and economics of running NLG Capital as a business, including investment management agreement (IMA) fee calculations and the allocation of operating expenses across investment strategies and asset classes.
This will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms.
Addison, Texas19 days ago
The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. - Build and maintain analytical tools, monitors, and dashboards that organize complex datasets — issuer-level credit data, manager exposures, peer disclosures, market data — into legible and actionable reports for senior decision-makers.
p>This position requires exceptional organizational and project management skills, strong analytical rigor, executive-level communication and presentation capabilities, sound investment and business judgment, and the ability to influence across teams without formal authority. Position Overview Reporting directly to the Chief Investment Officer (CIO) and based in our Cresset Dallas office, the Director, Investment Strategy & Execution serves as a strategic and operational partner responsible for driving disciplined execution across the Investment organization.
Dallas, Texas30+ days ago
This will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). Key responsibilities include: - Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm’s Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.
The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai . Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.
Dallas, Texas30+ days ago
div>Junonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds.
- Provide outsourced CFO and Controller services to investment managers, hedge funds, private equity and venture capital clients.
p style="text-align:inherit"/>Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Dallas, Texas30+ days ago
div>In-Office Perks & Culture
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Institutionalize testing and validation for client deliverables: automated regression testing for report outputs (golden datasets, contract/schema checks, tolerance-based comparisons); data quality tests for pipeline changes (nulls, duplicates, cardinality, anomaly thresholds); repeatable pre-release validation harnesses so client outputs don’t silently regress.Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Qualifications:
- 3-10 years of direct, hands-on net lease and/or commercial real estate asset management experience, including exposure to leasing, capex reconciliation, and construction draws.
Farmers Branch, TX30+ days ago
li>Oversees preparation of the annual budget (revenue forecasting, water and sewer rate model updates, position control), related financial policies, and budget reporting, developing budget process schedules and meetings that allow for timely presentation by the City Manager to City Council, presentation, publication, and adoption of the budget and the tax rate according to Texas Truth In Taxation requirements.
The Finance Manager is responsible for overseeing and managing utility billing and accounts receivable, grants management, procurement services including p-cards, debt and investments, budget preparation and monitoring, payroll coordination with HR department, capital assets/fixed assets, and coordination with accounting team in preparation of the annual financial statements.
p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
ul>Experience/background in compliance applicable to broker-dealer internal inspections, institutional trading & sales, investment banking, futures commission merchant, swap dealer activities, commercial banking, investment management, and corporate functions within an investment or commercial bank or institutional broker-dealer. The U.S. Compliance Testing Program covers U.S. regulations applicable to all of U.S. broker-dealer (including internal inspections), banking, swap dealer, futures commission merchant, investment management activities, corporate functions, cross-border testing engagements, and other financial services activities.
The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
This could include setting up the property in JDE (or similar software), opening bank accounts, reviewing rent start letters and preparing and/or reviewing acquisition accounting schedules/entries (FAS 141/142 purchase accounting, straight-line rent, revenue models). Responsibilities As a Manager - Property and Development Accounting - Commercial with Hines, you will ensure the accuracy and propriety of all financial data and reports maintained and prepared for the properties/projects, tier entities, and investors.
This could include setting up the property in JDE (or similar software), opening bank accounts, reviewing rent start letters and preparing and/or reviewing acquisition accounting schedules/entries (FAS 141/142 purchase accounting, straight-line rent, revenue models). As a Manager - Property and Development Accounting - Mixed Use with Hines, you will ensure the accuracy and propriety of all financial data and reports maintained and prepared for the properties/projects, tier entities, and investors.
This team player will be intimately familiar with the mechanics of optimizing rental properties, regardless of geographic location, to produce desired outcomes for investments of varying classes, and manage the operational nuances of various investor types. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors).
Richardson, TX30+ days ago
CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). A CBRE Project Manager will lead strategic transformation initiatives, including AI-driven projects, and collaborate closely with senior stakeholders and cross-functional teams to deliver impactful change across the organization.
CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
p>Having professionalism and maturity to make oral and written presentations to key stakeholders throughout, and at the conclusion of, audit projects by discussing process and control deficiencies and recommending corrective actions and other suggestions to improve operational controls, mitigate risk, improve efficiencies or reduce costs: - Preparing draft reports for review and ensuring audit comments are agreed, clear, concise and focused on the root cause of the issue and intended outcome. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development).
Fort Worth, TX30+ days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Responsibilities include, but are not limited to: Completes the daily transactions and tasks related to the financial operation of the community by collecting and posting rent, fees, and other payments, preparing daily bank deposits and reconciling bank accounts, preparing financial reports, and processing invoices and payables.
As an Assistant Community Manager at Maple Terrace with Hines, you will be responsible for supporting and assisting the Community Manager in overseeing and managing the financial and operational facets of the community by completing accounting and bookkeeping tasks, preparing monthly close-out and financial reports.
Task will include but not be limited to: Establish, maintain, and optimize strategic relationships with third-party vendors and service providers supporting all data center systems including fire/life safety, mechanical, electrical, cabling, critical environments, and digital systems. This role maintains regular communication to address issues, discuss and track performance (including Work Order completion), identify improvement opportunities, and verify and ensure accurate billing and invoice justification based on Corrigo and process payments.