Investor Advisor Job at RFP Homes (Dallas)

Investor Advisor

RFP Homes is looking for an Investor Advisor to guide real estate investors thro...

Location

United States , Fort Worth

Salary:

70000.00 - 160000.00 USD / Year

RFP Homes

Expiration Date

Until further notice

Requirements

Experience in a general sales, real estate, or client relationship management role
real estate brokerage, property management, or investment property experience a plus
Ownership or strong interest in pursuing ownership of real estate investment properties
Salesforce or comparable CRM software experience (preferred)
Driven and confident with strong desire to succeed and hit high assignment targets
Positive attitude, accountability, and ability to thrive with a commission-oriented compensation structure
Active Texas real estate license (or willingness to obtain one)

Job Responsibility

Convert prospected and inbound leads into live deals and maintain relationship throughout the property acquisition process
maintaining contact with investors by answering questions, providing market insights, and ensuring a quality experience
Convert successful investors (completed assignments) into repeat-business, long-term investment relationships
Daily updating and input in Salesforce CRM, logging all contacts and presented deals, maintaining up-to-date information to assist with management decision-making and inventory allocation
Develop robust understanding of RFP Homes' property inventory, market conditions, and investment strategies to competently and confidently communicate to potential investors and represent the company with professionalism, knowledge and integrity

Fulltime

Vice President, Strategic Finance

Vice President, Strategic Finance role at Merlin, a venture backed aerospace sta...

Location

United States , Boston

Salary:

Not provided

Merlin Labs

Expiration Date

Until further notice

Requirements

12+ years of experience in strategic finance, FP&A, investment banking, private equity, or a combination thereof
Prior experience supporting a public company, IPO, or de-SPAC strongly preferred
Deep understanding of investor-facing financials, liquidity management, and capital markets
Strong modeling and analytical skills with the ability to translate complexity into clear executive-level insights
Experience building or operating scalable financial systems and processes
Proven ability to work effectively with Boards, investors, banks, and external advisors
Excellent judgment, communication skills, and executive presence

Job Responsibility

Investor Relations & Public Company Readiness: Support the end-to-end investor relations operating model, including earnings preparation, investor and analyst materials, KPI definition and narrative consistency, guidance posture (as applicable), investor outreach tracking, and partnership with the CFO and CEO on disciplined investor communications and repeatable quarterly and annual IR workflows
Cash Management & Liquidity Planning: Own short- and medium-term liquidity planning through 13-week cash forecasting, scenario and sensitivity modeling, runway and capital allocation analysis, covenant compliance, and ongoing engagement with banking partners
Treasury & Risk Management: Lead treasury operations and strategy encompassing payments and disbursements, investment policy execution, debt facilities, FX exposure (as applicable), insurance coordination, and establishment of public-company-appropriate treasury policies and controls
Financial Systems & Infrastructure: Partner with the Controller and IT to design and implement scalable, public-company-ready financial systems that support planning, forecasting, management and external reporting, unit economics, and investor-grade analytics
Board & Executive Materials: Prepare and elevate finance-related Board and executive materials, including liquidity and capital structure updates, capital allocation frameworks, scenario analyses, and strategic finance deep dives, with a focus on clear, consistent financial storytelling
Corporate Development & M&A Finance: Provide financial leadership for corporate development activities, including deal modeling, valuation, return and synergy analysis, integration planning, post-close tracking, and coordination with the Controller and external advisors on purchase accounting
Team & Cross-Functional Leadership: Build and scale a high-performing Strategic Finance function while serving as a trusted partner across Product, Engineering, Operations, Legal, and People, and driving a culture of rigor, ownership, and sound financial decision-making

What we offer

Catered lunches
Snacks
Beverages including coffee and tea
Health insurance
Dental insurance
Life insurance
Unlimited vacation
401k with match

Fulltime

Property Controller

We are seeking a proactive and entrepreneurial Property Controller to join our a...

Location

United States , Miami

Salary:

Not provided

Villatel

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field required
CPA or MBA preferred
10+ years of progressive accounting experience
at least 5 years as a Controller in Real Estate Investments, Build to Rent, and/or Hospitality Real Estate
Strong technical knowledge of real estate accounting, construction finance, fund structures, and investor reporting
Advanced proficiency in Microsoft Excel
strong working knowledge of Microsoft Office Suite
Excellent organizational, execution, and time management skills
detail-oriented
Resourceful and adaptable with a proactive, solution-oriented mindset

Job Responsibility

Direct and oversee daily accounting operations
Manage the financial requirements of multiple Build-to-Rent and Short-Term Rental investments
Partner with Asset Management to prepare and review property- and portfolio-level budgets, forecasts, and financial statements
Administer construction and reserve draws, oversee job costing
Ensure accurate accounting and reporting across property and investment structures
Review investment performance
Prepare and manage periodic financial reporting packages at both the lender and investor levels
Coordinate with external CPAs and advisors for tax filings, audits, and investor reporting requirements
Support capital planning, financing activities, and cash flow management
Maintain and enforce internal controls, accounting policies, and procedures

Fulltime

Property Accounting Manager

We are seeking a hands-on, entrepreneurial Accounting Manager to join our dynami...

Location

United States , Miami

Salary:

Not provided

Villatel

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field required
CPA or MBA preferred
10+ years of progressive accounting experience
at least 5 years as an Accounting Manager in Real Estate Investments, Build to Rent, and/or Hospitality Real Estate
Strong technical knowledge of real estate accounting, construction finance, fund structures, and investor reporting
Advanced proficiency in Microsoft Excel (financial modeling, cashflows, projections, waterfalls)
strong working knowledge of Microsoft Office Suite
Excellent organizational, execution, and time management skills
detail-oriented with the ability to manage multiple priorities
Resourceful and adaptable with a proactive, solution-oriented mindset

Job Responsibility

Direct and oversee daily accounting operations, including accounts payable, accounts receivable, bank reconciliations, journal entries, trial balance preparation, and accurate, timely financial reporting
Manage the financial requirements of multiple Build-to-Rent and Short-Term Rental investments, ensuring proper accounting for revenues, expenses, and capital projects
Partner with Asset Management to prepare and review property- and portfolio-level budgets, forecasts, and financial statements
analyze operating results, variances, and key performance metrics
Administer construction and reserve draws, oversee job costing, and perform analysis necessary to support property- and investment-level financial reporting
Ensure accurate accounting and reporting across property and investment structures, including complex multi-tier entities and joint ventures
Review investment performance, including incentive fee calculations, acquisition and disposition fees, and promote/waterfall structures
Prepare and manage periodic financial reporting packages at both the lender and investor levels, ensuring accuracy, compliance, and timeliness
Coordinate with external CPAs and advisors for tax filings, audits, and investor reporting requirements (including K-1s), including preparation of work papers and audit support documentation
Support capital planning, financing activities, and cash flow management to ensure adequate liquidity for operations, debt service, and capital expenditures

Fulltime

Director of Accounting

Our client, a growing, dynamic real estate private equity firm, is seeking a str...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
4+ years of experience, ideally with a public/private and Real Estate background
CPA designation preferred
Advanced proficiency with Yardi and strong Excel skills

Job Responsibility

Lead all fund and management company accounting operations, including monthly, quarterly, and annual close processes and financial reporting
Oversee transaction-related activities such as acquisitions, dispositions, refinancing, and financial onboarding/offboarding of assets
Manage cash flow, including reconciliations, liquidity forecasting, invoice processing, and coordination of capital calls and distributions
Prepare and deliver comprehensive reporting packages for internal stakeholders, investors, and lenders, including performance data and compliance materials
Act as the primary liaison for external parties, including fund administrators, auditors, tax advisors, and investors
oversee audits and tax filings (including K-1s)
Drive budgeting, forecasting, and process improvements while partnering with asset management on operational, leasing, and portfolio-level initiatives

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Director of Accounting

Our client, a growing, dynamic real estate private equity firm, is seeking a str...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
4+ years of experience, ideally with a public/private and Real Estate background
CPA designation preferred
Advanced proficiency with Yardi and strong Excel skills

Job Responsibility

Lead all fund and management company accounting operations, including monthly, quarterly, and annual close processes and financial reporting
Oversee transaction-related activities such as acquisitions, dispositions, refinancing, and financial onboarding/offboarding of assets
Manage cash flow, including reconciliations, liquidity forecasting, invoice processing, and coordination of capital calls and distributions
Prepare and deliver comprehensive reporting packages for internal stakeholders, investors, and lenders, including performance data and compliance materials
Act as the primary liaison for external parties, including fund administrators, auditors, tax advisors, and investors
oversee audits and tax filings (including K-1s)
Drive budgeting, forecasting, and process improvements while partnering with asset management on operational, leasing, and portfolio-level initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Executive Business Partner, Corporate and Investor Relations

We are seeking a Senior Executive Business Partner to support our BFO of Corpora...

Location

United States , San Francisco

Salary:

91.36 USD / Hour

OpenAI

Expiration Date

Until further notice

Requirements

6-10+ years of experience supporting multiple leaders or executives in a fast-paced, high-growth, and or technical environment
demonstrated ability to operate with speed, accuracy, and strong judgment
Senior EBP experience supporting high-accountability leaders in Finance, Corporate Strategy, Investor Relations, Legal, or similarly high-stakes environments
Proven ability to manage shifting priorities, tight deadlines, and complex calendars with precision and composure
Demonstrated capability supporting Investor Relations workflows: external stakeholder management, high-touch scheduling, meeting prep and briefing rigor, and disciplined follow-through on actions and next steps
Strong communication and relationship-building skills with the ability to interface effectively across levels and functions, including senior internal partners and external investors, advisors, and strategic stakeholders
Demonstrated success coordinating multi-stakeholder logistics across travel, offsites, conferences, vendor and partner meetings
High integrity, discretion, and judgment
trusted to handle sensitive information
Systems mindset and process fluency

Job Responsibility

Own the executive operating rhythm for the BFO of Corporate and IR: master calendar strategy, prioritization, prep, and follow-through across internal and external commitments
Run Investor Relations engagement logistics end-to-end: investor and analyst meetings, conferences, non-deal roadshows, partner meetings, and high-touch stakeholder engagement. Build tight run-of-show plans, briefing packets, and post-meeting action capture
Manage high-complexity travel and time-zone choreography, often with short notice and multiple stakeholders, with minimal churn and maximum clarity
Build and maintain systems: engagement trackers, contact hygiene, recurring cadence docs, briefing templates, meeting notes standards, action logs, and stakeholder mapping. Bring order without adding bureaucracy
Coordinate sensitive materials and information flows: ensure the right people see the right information at the right time. Protect confidentiality, manage version control, and maintain clean process
Partner tightly across functions: operate as connective tissue between Corporate, IR, Finance, Legal, and Comms, ensuring alignment on priorities and crisp execution

What we offer

Offers Equity
Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
401(k) retirement plan with employer match
Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents), plus paid medical and caregiver leave (up to 8 weeks)
Paid time off: flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
13+ paid company holidays, and multiple paid coordinated company office closures throughout the year for focus and recharge, plus paid sick or safe time (1 hour per 30 hours worked, or more, as required by applicable state or local law)
Mental health and wellness support
Employer-paid basic life and disability coverage
Annual learning and development stipend to fuel your professional growth

Fulltime

New

Executive Assistant

Our client, a global investment firm located in Manhattan is looking for a Tempo...

Location

United States , New York

Salary:

45.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

Senior-level EA experience, ideally within financial services
Highly organized with strong multitasking skills
Proactive, detail-oriented, and independent
Thrives in fast-paced, high‑demand environments

Job Responsibility

Support a team of up to 3 fast-paced executives
Complex calendar management with prioritization and conflict resolution
Domestic + international travel planning, including multi‑time‑zone itineraries and last‑minute changes
Process and reconcile expense reports
Track follow-ups, action items, and deal process workflow
Liaise with portfolio company executives, investors, advisors, and internal/external stakeholders
Professional phone coverage with discretion
Remote offsite support July 26-28 (travel, scheduling, troubleshooting)
Assist with personal/family travel as needed
Maintain high responsiveness and flexibility

Investor Advisor

RFP Homes

Location:
United States , Dallas

Category:
Real Estate

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 11, 2025

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Job Posted:
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