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Lincoln Property Company2 months ago

Portfolio Manager

On-site · Dallas, Texas, United States

Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Enterprise
Industry
Real Estate Services

Job Summary

Portfolio Manager at Lincoln Property Company responsible for overseeing a diversified portfolio of 150–200 GP investments across strategies and geographies; develop scalable frameworks for portfolio monitoring and performance tracking; deliver institutional-quality investor reporting and deal snapshots with quarterly updates; collaborate with investment teams on monitoring business plan progress; build and implement next-generation reporting tools, leveraging automation and AI where appropriate; support investor relations with high-quality responses and serve as a liaison between investors and the capital markets team; oversee capital call processes and entity formation for new investments and quarterly replenishments; identify technology solutions to improve workflows and data integrity; oversee partnership-level financial reporting including capital accounts, distribution calculations, and tax reporting; collaborate with accounting and tax teams to ensure accuracy across the portfolio.

Required Qualifications

  • 7+ years experience in institutional RE portfolio management, reporting, investor relations
  • 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
  • AI-native/fluent – eager to leverage tech to drive efficiency
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Lincoln Property Company

Portfolio Manager

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