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Associate, Fund Operations

Dallas, Texas💼 Full-time🗓 2026-08-20 → 2026-09-25

Core

Support fund-level financial analysis, liquidity planning, investor reporting, and operational oversight for Invesco Real Estate institutional funds.

Role type

Associate Fund Operations (Real Estate)

Builds

Real estate funds and associated financial reporting

Domain

Real Estate Investment / Private Equity

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

Financial modeling, forecasting, GAAP financial statements, JV/investor waterfalls, trial balances, commercial real estate equity and debt, closed-end/open-end funds, Microsoft Excel, AI prompt engineering, process automation

Preferred skills

Accounting, Finance, Business

Responsibilities

Manage open- and/or closed-ended real estate funds in coordination with portfolio management, accounting, legal, capital markets and investor relations; Prepare quarterly fund reports, investor presentations, and strategic communications; Assist with fund balance sheet management including liquidity management, investor flows, financing activities, and cash flow forecasting; Refine and maintain fund models with underlying investment cash flows, fund dashboards, liquidity forecasts, debt databases, and analytical tools; Oversee day-to-day workflow and activities performed by Hyderabad team counterparts including training and quality control; Identify, evaluate, and implement opportunities to leverage AI tools and process automation.

Seniority

Associate, 2-4 years experience

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