Portfolio Manager
On-site · Dallas, Texas, United States
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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