Senior Investment Analyst

Lincoln Property Company through LinkedInDallas, TX
Onsite

About The Position

At Lincoln Property Company, we are seeking a Senior Investment Analyst to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors.

Requirements

  • 7+ years experience in institutional RE portfolio management, reporting, investor relations
  • High-agency problem solver that can be decisive in ambiguity
  • AI-native/fluent – eager to leverage tech to drive efficiency
  • 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

Responsibilities

  • Lead oversight of a diversified portfolio of 150–200 GP investments across strategies and geographies
  • Develop scalable frameworks for portfolio monitoring and performance tracking
  • Partner with investment teams on quarterly updates and monitoring business plan progress
  • Deliver institutional-quality investor reporting/deal snapshots/accounting detail on a quarterly basis
  • Build and implement next-generation reporting tools, leveraging automation and AI where appropriate
  • Support investor relations efforts with high-quality, timely, and insightful responses
  • Serve as a key liaison between investors and capital markets team
  • Oversee capital call processes and entity formation for new investments and quarterly replenishments
  • Identify and implement technology solutions (including AI-driven tools) to improve workflows and data integrity
  • Oversee partnership-level financial reporting, including capital accounts, distribution calcs, and tax reporting
  • Collaborate with accounting and tax teams to ensure accuracy and consistency across the portfolio
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