Associate Director, Portfolio Management (Dallas, TX)

Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization.

We are seeking an Associate Director, Portfolio Management, on a contract basis to help support our Customer’s business needs. This role is hybrid (4 days on-site and 1 day remote/week) in Dallas, TX.

This role supports the lead Portfolio Manager in overseeing the day-to-day operations of various Multi-Fund Strategies within a global real estate investment platform.

These Multi-Fund Strategies are proprietary fund-of-funds structures that invest in underlying real estate funds and are designed to expand access to new global distribution channels. As a high-growth segment of the business, these strategies maintain significant visibility with senior leadership.

This role plays a key part in supporting portfolio operations, coordination, reporting, and strategic initiatives tied to the continued expansion of the Multi-Fund platform.

Responsibilities:

• Develop a deep understanding of fund management and operations across multi-fund and hybrid real estate investment products
• Maintain responsibility for fund databases and financial models used for portfolio analysis, client reporting, and marketing communications
• Coordinate and manage reporting processes for multiple funds, including collaboration with global fund teams
• Prepare quarterly reports, marketing presentations, and internal materials
• Drive fund-level forecasting, portfolio optimization, and performance attribution analysis
• Support management of fund liquidity, capital allocations, and investor queues
• Lead or contribute to ad hoc initiatives, including fund launches, distributor onboarding, RFPs, DDQs, and investor or consultant requests
• Develop working knowledge of fund objectives, investment guidelines, and positioning to assess transaction impacts
• Manage fund operations and execute transactions when the lead portfolio manager is unavailable
• Participate in the development and execution of investment plans, steering committee materials, and senior management presentations
• Conduct investor update presentations and client marketing meetings independently as expertise develops
• Support additional projects and responsibilities as assigned

Skills and Qualifications:

• Undergraduate degree required; Accounting, Finance, or Business-related field preferred
• 3–5 years of experience in a real estate investment environment
• Strong understanding of real estate investment concepts and accounting principles
• Knowledge of fund management and global investment structures preferred
• Strong analytical and financial modeling skills
• High proficiency in Microsoft Excel and PowerPoint
• Ability to learn and adapt to new financial systems and software tools
• Strong written and verbal communication skills
• Strong interpersonal skills and ability to work in team-oriented environments
• Strong organizational skills with high attention to detail
• Ability to manage multiple priorities with a strong sense of urgency

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.