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Senior Investment Analyst

the corporation of the town of lincoln

At Lincoln Property Company, we are seeking a Senior Investment Analyst 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. Responsibilities Portfolio Oversight & Strategy Lead oversight of a diversified portfolio of 150–200 GP investments across strategies and geographies Develop scalable frameworks for portfolio monitoring and performance tracking Partner with investment teams on quarterly updates and monitoring business plan progress Reporting & Analytics Deliver institutional-quality investor reporting/deal snapshots/accounting detail on a quarterly basis Build and implement next-generation reporting tools, leveraging automation and AI where appropriate Investor & Stakeholder Communication Support investor relations efforts with high-quality, timely, and insightful responses Serve as a key liaison between investors and capital markets team Operational Excellence Oversee capital call processes and entity formation for new investments and quarterly replenishments Identify and implement technology solutions (including AI-driven tools) to improve workflows and data integrity Accounting & Structural Fluency Oversee partnership-level financial reporting, including capital accounts, distribution calcs, and tax reporting Collaborate with accounting and tax teams to ensure accuracy and consistency across the portfolio Qualifications 7+ years experience in institutional RE portfolio management, reporting, investor relations High-agency problem solver that can be decisive in ambiguity AI-native/fluent – eager to leverage tech to drive efficiency Familiarity with RE partnership accounting and tax reporting Strong written and verbal comms skills – translates complexity into clarity Team-oriented Dallas-based – in-person role #J-18808-Ljbffr

Vacancy posted 4 days ago
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