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 , Dallas

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

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

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

Director of Strategic Initiatives

As the Director of Strategic Initiatives, you will grow Karat's demand, awarenes...

Location

United States

Salary:

143902.50 - 226063.00 USD / Year

Karat

Expiration Date

Until further notice

Requirements

10+ years of professional work experience in one of the following: Management or strategy consulting with a focus on Go-to-Market
Corporate strategy roles in Tech or Financial Services industries
Operational experience in high-touch channel marketing or other go-to-market functions
Executive stakeholder and program management skills
Executive-level communication skills—spoken, written, and presentation
Prior experience working with advisors, boards, or influencer networks at an executive level preferred

Job Responsibility

Grow Karat's demand, awareness, and revenue by owning both the strategy and execution of operations and field events associated with our most strategic channel: high-touch Advisors and Technical Advisory Boards
Work directly with Karat's Founders, Investors, and Advisors to activate their networks and grow demand for Karat, as well as recruit new advisors globally in strategic expansion markets
Partner with Karat's product leaders and Technical Advisor Board (TAB) members to curate thought leadership content that can be used to open doors for revenue growth and brand awareness
Map networks and create strategic angles in partnership with Karat's Go-to-Market teams and our Advisors to introduce Karat's value proposition
Own program operations and execution, including (but not limited to): Drafting and distributing thought leadership pieces with Advisors
Designing and running operations around flagship CXO event experiences
Running operations around communications to our advisor network

What we offer

Employer-sponsored healthcare (100% premium coverage for employees and 75% premium coverage for eligible dependents)
HSA employer contribution for those enrolled in the HDHP medical plan
Dental and Vision (Guardian)
100% employer-paid Short-Term Disability, Long-Term Disability, and Standard Life Insurance
Optional Life Insurance available
Flexible Savings Account (Healthcare)
401(k) match of 4%
Vacation: flexible policy for salaried employees and three (3) work weeks available for hourly employees per year
Wellness (Sick & Mental Health): three (3) work weeks available per year
Karat ‘No Questions Asked’ Leave: one (1) work week per calendar year

Fulltime

New

Finance & Operations Analyst

We’re a lean accounting team looking for a hands-on finance professional who can...

Location

United States , New York

Salary:

Not provided

Fin Capital

Expiration Date

Until further notice

Requirements

5+ years of experience in finance/accounting roles, preferably in startup or high-growth environments
Proven ability to operate in ambiguity and still deliver accurate, on-time outputs
Demonstrated cash-basis and accrual-basis accounting fluency
comfortable with methodology shifts and explaining the “why.”
Hands-on experience managing AR/AP processes and month-end close experience
strong reconciliations and variance analysis
Enterprise-level reporting skills (board/investor quality), impeccable attention to detail, and crisp documentation
High ownership, learning mindset, and calm execution under changing priorities
Keen desire for professional growth with a transparent and trustworthy approach
Advanced Excel/Sheets

Job Responsibility

Prepare and manage monthly, quarterly, and annual financial reports for internal leadership and external stakeholders (investors, auditors, advisors). Maintain dashboards, variance analyses, and commentary
Strong understanding of GAAP standards, prepare and support audit/diligence materials and respond to various investor reporting requests
Own month-end close, AP/AR, cash-to-accrual, and board-level reporting in a lean accounting team
partner closely with the VP Finance & Ops
Own financial dashboards, variance analysis, and insights to support business decision-making
Work towards building a global headcount reporting structure and headcount reports as the company scales
Work closely with the accountant facilitating a timely and accurate month-end close process
Own Accounts Payable and Accounts Receivable processes end-to-end: invoicing, collections cadence, vendor setup/payments, policy/compliance hygiene
Work closely with internal teams and external vendors to ensure timely closures and accuracy
Drive process accuracy and cycle-time reduction

Fulltime

New

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

Senior Project Finance Officer

We are currently looking for a Senior Project Finance Officer to join our Treasu...

Location

United Kingdom , London

Salary:

Not provided

Metlen Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Economics, or Engineering
postgraduate studies or certifications (e.g., CFA, ACA) are a plus
3+ years of professional experience in a financial or analytical role
project or corporate finance experience is preferred
strong financial modelling and analytical skills, with a solid understanding of accounting, valuation, and investment principles
proficiency in MS Excel and PowerPoint
familiarity with project finance documentation and market practices is desirable
interest in the renewable energy sector
prior experience in the industry is a plus

Job Responsibility

Develop and maintain complex financial models to assess project feasibility and financing structures
support transaction execution, including term sheet preparation, due diligence coordination, and document review
conduct market research and analysis to inform financing strategies and understand regulatory impacts
collaborate with internal teams (business development, legal, engineering) and external partners (lenders, advisors, investors)
assist in preparing investment memos, internal reports, and presentations for senior management
contribute to ongoing improvements in processes, tools, and modelling standards

What we offer

Competitive remuneration package
group health insurance plan
pension plan

Fulltime

New

Manager Debt Advisory

The Debt & Capital Advisory team is an integral part of Grant Thornton business,...

Location

United Kingdom , London; Bristol; Manchester

Salary:

Not provided

Grant Thornton UK LLP

Expiration Date

Until further notice

Requirements

Experience gained within a professional services environment, relevant Advisory firm, or a lender
Proven experience of managing client engagements and strong relationship management skills
Strong communication and negotiation skills, with the ability to influence senior stakeholders
Ability to thrive in a fast-paced, deal-driven environment

Job Responsibility

Work on a broad range of debt & capital advisory projects and have regular interaction with private equity sponsors, companies, banks, advisors and other service lines within Grant Thornton
Build strong relationships with clients, lenders, and investors, acting as a trusted advisor throughout the transaction lifecycle
Prepare project materials, and client and lender communication
Undertake financial modelling, including analysis of business forecasts, evaluation of scenarios, comparison of proposed debt terms and structures and covenant calculations
Be responsible for driving the day-to-day project management and driving it through it through to execution
Support senior leadership in identifying new opportunities, preparing proposals, and contributing to deal origination
Mentor and coach junior team members, ensuring high-quality deliverables and fostering a collaborative culture

What we offer

Flexible working
Reduced hours considered
Job shares considered
Work life balance
Inclusive culture
Opportunity for secondments
Fundraising for local charities
Investing in entrepreneurs in the developing world

Fulltime

Investor Advisor

RFP Homes

Location:
United States , Dallas

Category:
Real Estate

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 10, 2026

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