UNKNOWN

ADAPTED_NOW

Successful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support.

YEAR

A detail-oriented and technologically proficient Investment Operations professional responsible for managing day-to-day investment operations, trading execution, account servicing, billing and reporting functions. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support. The ideal candidate has hands-on experience with custodial platforms such as Schwab and Fidelity, portfolio management tools, trading systems and Excel, ensuring operational accuracy and data integrity. Success requires efficiently reviewing and processing investment paperwork while maintaining strict compliance in a regulated environment. Successful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. The right candidate is highly organized, process-driven and capable of managing competing priorities while maintaining precision and accountability in a fast-paced advisory setting. Salary - $75,000 - $90,000 Perks<ul><li>Health, dental and vision insurance; group life and LTD insurance</li><li>401(k) retirement plan</li><li>Paid time off and paid holidays</li><li>Professional development support, including assistance with licensing, designations and continuing education</li></ul>Minimum Requirements <ul><li>Bachelor’s degree in Finance, Economics, Business Administration or a related field</li><li>Minimum 3–4 years of hands-on experience in investment operations, portfolio administration or trading support at an RIA, multi-family office or wealth management firm</li><li>Demonstrated proficiency with at least one portfolio management platform (Advyzon, Orion, Tamarac, Black Diamond or similar)</li><li>Experience with custodial platforms: Fidelity Wealthscape and/or Schwab Advisor Center</li><li>Functional understanding of trading workflows, rebalancing, model management and investment reporting</li><li>Excellent communication skills with an emphasis on clarity and follow-through</li><li>Proficiency in Microsoft Office Suite, with intermediate-to-advanced Excel skills</li><li>Experience at a multi-family office or boutique RIA with direct accountability for client-level operations, preferred</li><li>Deep familiarity with a portfolio management platform’s trading, reporting, billing and data management modules (Advyzon, Orion, Tamarac or similar), preferred</li><li>Knowledge of investment tax strategies (tax-loss harvesting, tax transition analysis, gain/loss management), preferred</li><li>Experience with UMA construction, direct indexing overlays or alternative investment administration, preferred</li><li>Familiarity with YCharts, BlackRock Aladdin, Ned Davis Research or similar investment research platforms, preferred</li><li>CFA candidacy, CFP candidacy or CAIA designation in progress, preferred</li><li>Experience with Salesforce or other CRM systems, preferred</li><li>Valid driver license with acceptable driving record</li></ul>Expectations<ul><li>Processes new account paperwork, account transfers, rollovers, journals and account closures across Fidelity and Schwab custodial platforms.</li><li>Executes asset movements, withdrawals, Required Minimum Distributions (RMDs) and systematic distribution setups.</li><li>Configures ACH instructions, Standing Letters of Authorization (SLOAs) and other account-level settings.</li><li>Handles private equity, hedge fund and alternative investment paperwork and subscription documents.</li><li>Monitors capital calls, capital distributions and collateral line activity.</li><li>Executes trades based on the CIO’s model construction, implementing investment strategies as directed.</li><li>Updates and maintains model portfolios across platforms, ensuring client accounts align with target allocations.</li><li>Trades on additional platforms for held-away assets as directed.</li><li>Builds investment proposals and comparisons for new prospects across multiple platforms.</li><li>Develops tax transition plans for new client portfolios and monitors ongoing tax efficiency and gain/loss management.</li><li>Builds custom UMA proposals with overlays for direct indexing, long/short strategies and collateral/box spread loan structures.</li><li>Utilizes YCharts, BlackRock, Ned Davis Research and other platforms for model tracking and investment research.</li><li>Monitors and reports on model performance, drift and rebalancing needs.</li><li>Manages and maintains the firm’s portfolio management and reporting platform, including data accuracy, account setup and client parameters.</li><li>Classifies and reconciles securities within the platform to ensure accurate performance reporting.</li><li>Sets up and creates custom reports for client reviews, firm-level analytics and business intelligence.</li><li>Conducts regular database audits to ensure consistency between the portfolio platform, custodial records and client files.</li><li>Runs billing calculations in the portfolio platform, pulls advisory fees from custodians and audits and reconciles all billing activity.</li><li>Resolves billing discrepancies and maintains accurate fee schedules across client accounts.</li><li>Maintains day-to-day relationships with Fidelity and Schwab service teams.</li><li>Coordinates with custodians to resolve account inquiries, facilitate tax document distribution and ensure accurate processing.</li><li>Interfaces with technology vendor partners as needed for platform integrations and issue resolution.</li><li>Assists with compliance processes by generating accurate and timely trading records and regulatory reporting.</li><li>Supports financial advisors in their use of investment platforms and related operational tools.</li><li>Documents and refines investment operations workflows and Standard Operating Procedures (SOPs).</li><li>Contributes to firm-wide projects aimed at improving operational efficiency, scalability and service delivery.</li><li>Performs other duties, tasks and special projects as assigned.</li></ul>The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test. Interested candidates should submit their resume, with salary requirements, via our career portal on our website at <a href="http://www.seekinghr.com" rel="nofollow">www.seekinghr.com</a> or contact us directly at (210) 679-4879 with any questions.<div style="text-align:center"> Equal Employment Opportunity Employer M/F/D/V</div>

EmploYou, LLC

Investment Operations & Portfolio Administrator

Administrative Skills

Auditing

Billing

Business Administration

Business Intelligence

Call Monitoring

Chartered Financial Analyst (CFA)

Communication Skills

Construction

Customer Relationship Management (CRM) Systems

Customer Support/Service

Data Management

Data Quality

Dental Insurance

Detail Oriented

Driver's License

Economics

Fee Schedule

Finance

Follow Through

Hedge Funds

Investment Funds

Investment Management

Investment Reporting

Investment Services

Investment Strategy

Licensing

Life Insurance

Loan Structuring

Logistics

Maintain Compliance

Microsoft Office

Multiplatform/Cross-Platform

Onboarding

Operational Improvement

Operational Strategy

Organizational Skills

Performance Analysis

Performance Modeling

Problem Solving Skills

Reconciliation

Regulatory Reports

Reporting Skills

Resolve Customer Issues

Rich Internet Application (RIA)

Salesforce.com

Securities

Service Delivery

Standard Operating Procedures (SOP)

Tax Accounting

Tax Planning

Time Management

Trading Systems

Vendor/Supplier Relations

Vision Plan

Wealth Management

cBizSoft

FEED

OTHER

This position is well-suited for professionals who are disciplined, self-directed, and eager to build a successful career in commercial real estate investment sales. is seeking a highly motivated and entrepreneurial individual to join our team as a Commercial Real Estate Investment Sales Agent.

is seeking a highly motivated and entrepreneurial individual to join our team as a Commercial Real Estate Investment Sales Agent. This position is well-suited for professionals who are disciplined, self-directed, and eager to build a successful career in commercial real estate investment sales.This role will focus on business development, market research, financial underwriting, and transaction management. The ideal candidate possesses a strong work ethic, a commitment to excellence, and the ability to operate effectively in a performance-based, commission-only environment.Key Responsibilities:<ul><li> Proactively identify and develop new business opportunities with property owners, investors, and developers </li><li> Conduct in-depth market research and analysis to support client advisory services </li><li> Perform financial analysis and property underwriting to assess investment viability </li><li> Coordinate and manage the transaction process from initial listing to closing </li><li> Maintain a high level of client service, professionalism, and industry knowledge</li></ul>A Successful Candidate:<ul><li>Is confident negotiating in person and over the phone</li><li>Enjoys meeting new people</li><li>Feels comfortable with heavy outbound sales calls</li><li>Bounces back quickly from rejection</li><li>Is adept at problem solving</li></ul>RequirementsQualifications:<ul><li> Strong interpersonal, communication, and negotiation skills </li><li> Analytical aptitude and attention to detail in financial modeling and valuation </li><li> Demonstrated ability to work independently and manage multiple priorities </li><li> Prior experience in commercial real estate, finance, or sales is preferred but not required </li><li> Must be comfortable in a 100% commission-based compensation structure </li></ul>Benefits<ul><li>Comprehensive training and mentorship from experienced industry professionals </li><li> Access to proprietary data, marketing platforms, and CRM tools </li><li> A collaborative, performance-driven team environment </li><li> High earning potential based on individual performance and initiative</li></ul>

Foresite Commercial Real Estate

Investment Sales Agent - Commercial Real Estate

Analysis Skills

Business Development

Commercial Real Estate

Entrepreneurship

Financial Analysis

Financial Modeling

Financial Transactions

Interpersonal Skills

Investment Analysis

Market Analysis

Market Research

Marketing

Mortgage Lending

Multitasking

Negotiation Skills

Process Management

Real Estate Sales

Sales

Team Player

Transaction Processing/Management

Underwriting

Workable

Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. Key responsibilities include preliminary transaction underwriting, preparation of investment brief(s), market feasibility analysis, coordination and execution of the due diligence process, tenant/client interaction, site acquisition, permitting, financing, and oversight of development partners, contractors and other third party vendors until construction completion.

Company Overview:
Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.

Job Description:
The Rotational Program is designed to offer a hands-on learning experience, the ability to gain exposure to multiple disciplines within the firm, and the opportunity to make a meaningful impact. Throughout the program, rotational employees will have the opportunity to interface with senior leaders, be mentored by industry experts, and work closely with seasoned professionals. The Rotational Program is an intensive two-year program that includes rotating through four departments, spending approximately six months in each area. The departments participating in the rotational program include Capital Markets, Credit, Development, Asset Management, and Dispositions. Department rotation assignments will be determined based on business and project needs. Rotational employees will gain an in-depth understanding of financial concepts, financial analysis, underwriting, valuations, property and portfolio reporting, due diligence, and much more. Rotational employees can expect to work in an inclusive and dynamic culture, one that instills in its employees their core values: Service, Integrity and Innovation. Upon completion of the two-year program, rotational employees who have demonstrated exceptional performance and are aligned with the company culture and core values may have the opportunity for longer-term employment.  Department Descriptions: <ul><li>The Development department oversees the design, development, and construction of real estate properties. Key responsibilities include preliminary transaction underwriting, preparation of investment brief(s), market feasibility analysis, coordination and execution of the due diligence process, tenant/client interaction, site acquisition, permitting, financing, and oversight of development partners, contractors and other third party vendors until construction completion. </li><li>The Asset Management department ensures the superior operational performance of the real estate assets in the portfolio. Asset Management strives to generate strong net operating income and maintain high occupancy levels to maximize value creation at the asset level. </li><li>The Capital Markets department is responsible for all aspects of debt financing for assets within the portfolio. This includes sourcing, underwriting, approving, and closing on both permanent financing and construction loans. </li><li>The Credit department manages over $9 billion of net asset value across 250+ investments. Since 2013, the firm has originated over $50 billion across 500+ transactions, spanning first mortgages, bridge loans, construction financing, mezzanine debt, and preferred equity.</li><li>The Dispositions department leads the final stage of the investment lifecycle by strategically marketing and selling real estate assets to maximize value and returns for investors. They coordinate closely across functions to manage the full sale process—from analysis and positioning to negotiation and closing—ensuring transactions are executed efficiently and in alignment with portfolio strategy.</li></ul>

Requirements:
<ul><li>Pursuing or has received a Bachelor'sdegree in Real Estate, Finance, Economics, or a related field.  </li><li>Graduation date must be between December 2026 - May 2027.  </li><li>Excellent academic background with a cumulative GPA of 3.0 and above. GPA of 3.5 and above preferred.</li><li>Demonstrable interest in the commercial real estate industry and in Affinius Capital.  </li><li>Must be interested and willing to relocate to San Antonio, TX for the two year duration of this program. </li><li>Understanding of basic finance concepts and how to calculate metrics such as internal rate of return, and net present value/discounted cash flow. </li><li>Computer proficiency and demonstrated experience with financial modeling in Excel. </li><li>Familiarity with Argus Enterprise is a plus. </li><li>Must be willing to work on-site full-time.</li></ul>Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Frealco.icims.com%2Ficims2%2Fservlet%2Ficims2%3Fmodule%3DAppInert%26action%3Ddownload%26id%3D80769%26hashed%3D-260663885&data=05%7C02%7CLarry.Mitchell%40affiniuscapital.com%7C041dc1710f154291711408ddd5ee5fa3%7C44ba191887d244a5bc1d5b26b9ef4f28%7C0%7C0%7C638901941960105662%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Bmn5IS0Q1Obm0M47GJzdlptEOwI0wZ9Xw325JVtnbs0%3D&reserved=0" rel="noopener nofollow noreferrer" target="_blank">here</a>.  At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.#LI-DNI#LI-DNP

Affinius Capital

June 2027 Rotational Analyst Program (San Antonio, TX)

Academic Background

Asset Management

Bridge Building

Capital Markets

Computer Skills

Customer Relations

Discounted Cash Flow (DCF)

Due Diligence

Employee Benefits

Feasibility Analysis

Internal Rate of Return (IRR)

Investment Capital

Loans

Marketing Strategy

Mentoring

Metrics

Net Present Value (NPV)

Process Analysis

Real Estate

Regulations

Risk

Sales Management

Site Acquisition

[AW]-iCims

For a Confidential Conversation and/or Personal Meeting regarding this outstanding career opportunity please contact: Dana Laramore| 210.494.1000 | dlaramore@deaconrecruiting.com. Play a key role in transitioning marketing budgeting into the Business Analytics team, helping shape new processes and tools.

FP&A Marketing Analyst Location: San Antonio, Texas (Hybrid) THE COMPANY OFFERS... 
 
<ul><li>Well-established, iconic brand with strong national presence and continued growth</li><li>San Antoniobased headquarters  deeply rooted in the community with a collaborative, people-first culture</li><li>Known for investing in its people, promoting from within, and offering long-term career stability</li><li>5 weeks of PTO starting Day 1 + Flex Weeks for remote work</li><li>Competitive base salary up to $100,000 plus bonus</li></ul> YOUR TYPICAL DAY... 
 
<ul><li> Own marketing budget planning, forecasting, and spend tracking across promotions, campaigns, and media investments</li><li>Partner directly with Marketing leaders, agencies, FP&A, and cross-functional teams to translate spend into performance insights</li><li>Analyze pre and post-campaign results to connect marketing investments to sales impact and ROI</li><li>Play a key role in transitioning marketing budgeting into the Business Analytics team, helping shape new processes and tools</li></ul>YOU HAVE... 
 
<ul><li>Expertise in marketing financial planning, budgeting, and forecasting</li><li>2+ years of experience in FP&A, financial analysis, or marketing finance (flexible for the right background)</li><li>Strong working knowledge of variance analysis, ROI measurement, and performance reporting</li><li>Advanced Excel and financial modeling skills; experience with BI tools </li><li>Bachelors degree in Finance, Accounting, Economics, or equivalent professional experience</li></ul> For a Confidential Conversation and/or Personal Meeting regarding this outstanding career opportunity please contact: Dana Laramore| 210.494.1000 | dlaramore@deaconrecruiting.com Referrals are kindly appreciated!

Investment Jobs in Selma, TX

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Investment Jobs in Selma, TX

Investment Operations & Portfolio Administrator EmploYou, LLC

Investment Sales Agent - Commercial Real Estate Foresite Commercial Real Estate

June 2027 Rotational Analyst Program (San Antonio, TX) Affinius Capital

FP&A Marketing Analyst Deacon Recruiting

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