UNAVAILABLE
On-siteHouston, Texas, United States
Job Summary
Coordinate the intake, review, and processing of subscription documents and investor paperwork to ensure completeness and timely funding. Serve as the operational contact for financial professionals, custodians, qualified intermediaries, and investors regarding investment transactions, facilitating communication throughout the transaction lifecycle. Monitor pending transactions to resolve issues impacting funding, closings, or onboarding timelines, while coordinating funding confirmations, settlements, capital calls, and distributions. Maintain understanding of 1031 exchange regulations, DST structures, and Regulation D offerings, and reconcile transaction data and investor records to ensure accuracy. Update CRM systems and prepare investor correspondence as required.
Required Qualifications
- Bachelor's Degree preferred
- 1+ years of experience in real estate investment operations, alternative investments, broker-dealer operations, wealth management operations, transfer agency, investor services, or related financial services environment
- Experience supporting Delaware Statutory Trust (DST), 1031 exchange transactions, Regulation D/private placements, alternative investments, or real estate investment products preferred
- Understanding of Delaware Statutory Trust (DST) investment structures and Regulation D offerings
- Knowledge of broker-dealer, custodian, Qualified Intermediary and alternative investment operational processes
- Strong analytical, organizational, and problem-solving skills
- Excellent attention to detail and ability to manage multiple transactions simultaneously
- Proficiency in Microsoft Office Suite and CRM platforms such as Salesforce
- Strong verbal and written communication skills with the ability to interact professionally with financial professionals, investors, and external partners
- Ability to thrive in a fast-paced environment with strict deadlines and transaction-sensitive workflows
- Ability to obtain FINRA Series 7 and 63 licenses after 12 months of employment in good standing
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