Director of Investment Operations

Director of Investment Operations

Location: Remote from LATAM
Schedule: Full-time | U.S. business hours (9:00 AM – 5:00 PM EST)
Compensation: $3,300 – $5,000 USD base + performance bonus
Contract Type: Independent Contractor
Reports To: Integrator | Chief Investment Officer

About the Company

Our client is a vertically integrated multifamily real estate investment platform managing a growing portfolio of workforce housing assets across multiple U.S. markets. The company specializes in Class B/C multifamily investments through a combination of direct ownership, co-GP partnerships, and third-party management relationships.

What sets the platform apart is its operational consistency. Every asset — regardless of structure — follows the same underwriting standards, investment committee process, reporting cadence, and operational discipline. Acquisitions, asset management, construction oversight, property management coordination, and investor reporting are tightly integrated under one operating model.

The company operates with an entrepreneurial, high-accountability culture built around EOS principles, scorecards, and process discipline. The team is lean, fast-moving, and highly systems-oriented, with a strong emphasis on execution, ownership, and continuous improvement.

As the portfolio scales toward institutional-level operations, the firm is seeking a Director of Investment Operations to build and lead the operational infrastructure that supports acquisitions, asset management, and investor reporting at scale.

About the Role

This is a senior operational leadership role overseeing the investment operations function across acquisitions, asset management, and fund operations.

The Director of Investment Operations will lead, manage, and hold accountable a distributed team responsible for ensuring every deal and asset moves through a standardized, auditable operating system. This role is focused on execution, process management, reporting cadence, cross-functional coordination, and operational accountability — not sourcing deals or leading investment strategy.

The ideal candidate is highly organized, systems-driven, and comfortable operating in a fast-paced environment where they must manage across functions, departments, and senior stakeholders. Success in this role requires someone who can drive accountability at every level of the organization while maintaining professionalism and strong communication.

This person will oversee operational workflows tied to:

• Acquisitions and investment committee processes

• Asset management reporting and performance tracking

• Investor reporting and fund administration coordination

• Lender compliance and capital event execution

• SOP development, QA processes, and operational scalability

• Cross-functional coordination with construction and property management teams

The role also requires managing upward and laterally across executives, external partners, lenders, fund administrators, attorneys, and operators to ensure deadlines and deliverables are consistently met.

Key Responsibilities

Investment Operations Leadership

• Lead and manage the operational infrastructure supporting acquisitions, asset management, and investor reporting

• Standardize workflows, reporting processes, and quality assurance systems across all investment activities

• Run recurring operational cadences including scorecards, Level 10 meetings, and reporting cycles

• Develop and maintain scalable SOPs, process documentation, and audit-ready systems

• Build accountability systems with clear ownership, review, and approval workflows

Acquisitions Operations

• Oversee acquisitions workflows from screening through closing

• Manage investment committee pre-read processes and due diligence coordination

• Maintain acquisition pipeline reporting and process discipline

• Coordinate closing timelines, lender deliverables, legal workflows, and handoffs into asset management

• Ensure all investments follow consistent underwriting and reporting standards

Asset Management Operations

• Oversee recurring asset management reporting and operational cadence

• Track portfolio performance against underwriting and business plans

• Coordinate lender reporting, covenant tracking, refinancing support, and capital events

• Partner closely with property management and construction leadership on operational execution

• Surface performance risks, operational bottlenecks, and material variances proactively

Investor Reporting & Fund Operations

• Coordinate quarterly investor reporting processes and operational deliverables

• Oversee capital call coordination, distributions, fund administration workflows, and K-1 timelines

• Maintain investor data rooms and reporting infrastructure

• Support audit preparation and ongoing fund administration processes

• Ensure investor and lender reporting is accurate, timely, and institutional-grade

Cross-Functional Leadership

• Work closely with executive leadership, operations teams, lenders, attorneys, and third-party partners

• Drive accountability across internal and external stakeholders

• Coordinate multi-department initiatives tied to renovations, lease-ups, capex execution, and operational business plans

• Ensure operational alignment between investments and property operations

What Success Looks Like

First 90 Days

• Audit and organize existing SOPs, reporting cadences, and operational workflows

• Conduct gap analyses across acquisitions, asset management, and investor operations

• Implement centralized process documentation and ownership structures

• Establish QA and maker-checker review systems

• Launch scorecards and operational reporting cadences

• Build strong working relationships across executive leadership and offshore teams

First Year

• Create a seamless end-to-end investment operations system

• Institutionalize investor reporting and lender compliance processes

• Improve operational efficiency and reduce executive involvement in recurring workflows

• Ensure all recurring deliverables are documented, owned, and consistently executed

• Strengthen data consistency and reporting accuracy across internal systems

Long-Term

• Build scalable operational infrastructure capable of supporting significant portfolio growth

• Create institutional-level consistency across all investments and reporting processes

• Develop and mentor team members into more senior operational and portfolio management roles

• Become the operational backbone of the investments platform

Required Qualifications

• 7+ years of experience in real estate, financial services, operations, consulting, asset management, or similar complex operational environments

• Proven experience leading distributed teams across multiple time zones

• Strong background in operational process design, workflow management, and accountability systems

• Experience auditing and improving existing operational structures and SOPs

• Strong understanding of financial and investment concepts including NOI, debt service, variance analysis, and reporting workflows

• Exceptional organizational and project management skills

• Strong communication skills with the ability to manage senior stakeholders professionally and assertively

• Fluent English communication skills

• Ability to work U.S. business hours consistently

• Comfortable operating in structured, KPI-driven environments

Preferred Qualifications

• Multifamily real estate or real estate private equity experience

• Fund operations, investor reporting, or institutional investment platform experience

• Exposure to vertically integrated owner-operator environments

• Experience with Yardi, RealPage, Airtable, BigQuery, or similar systems

• Experience managing capital events including refinances and dispositions

• Background in consulting, investment banking operations, or institutional asset management

• MBA, CFA, CAIA, or related finance credentials

How the Team Operates

The company values speed, accountability, process discipline, and ownership. Team members are expected to operate proactively, solve problems independently, and communicate clearly.

This is a highly execution-oriented environment where systems, follow-through, and consistency matter. The organization uses EOS methodologies, scorecards, and operational KPIs to maintain alignment and accountability across teams.

The ideal candidate thrives in fast-moving environments, embraces operational rigor, and is comfortable leading through structure, process, and accountability rather than hierarchy alone.

Department

Operations

Locations

Multiple locations

Remote status

Fully Remote

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