Controller, Finance, and Operations position at a new real estate investment firm focused on investing in Qualified Opportunity Zones across the US.  This position will work closely with the Managing Partners, Investment and Finance teams.

Initially the job is for a part-time role (10-20 hours / week) as a “1099 Consultant”.  The work can be done remotely and based on your hours, with two trips / month to our mid-town NYC office to check-in with the team.  We will expect at least one hour / day of work, but the other work can be shifted across the week as needed.  Eventually the role could turn into a full-time position.

We are a very technology-forward and process-oriented organization, and we are looking for like-minded people to help with the build-out of our platform as we grow.  As we are a new fund, applicants should have a very flexible and entrepreneurial attitude and be willing to take on any task presented to them. 

Typical tasks will include:

  • Organizing and paying vendor invoices.
  • Organizing and processing T&E expenses.
  • Preparing and presenting a monthly budget.
  • Interfacing with our outsourced CFO team on QuickBooks, cash management, bill payments.


Additional tasks, over time, may include:

  • ·         Creation of legal entities (ordering formation documents, EINs, etc.)
  • ·         Onboarding investors (verifying Subscription Documents, coordinating wire transfers, collecting AML / KYC documents, etc.)
  • ·         Managing and budgeting deal-level and fund-level cashflows and budgets.


Ideal candidates should have strong skills in the following areas:

  • Accounting - ability to support accounting of the management company in QuickBooks Online.
  • Financial Modeling - ability to create ad hoc reports to support partner-level decisions at both the management company and fund levels in Excel.
  • Written skills - able to write clear and detailed emails and memos to support management decisions.  Ability to write detailed operations manual as well as policy and procedure documents.
  • Real Estate Expertise - strong understanding of real estate investing and development.
  • Investment / Fund Expertise - understanding of how investing / private equity fund strategies are structured and operate.


All of our systems are cloud-based and include:

  • ·         QuickBooks Online
  • ·         Microsoft Excel / Word / PowerPoint
  • ·         Bill.com
  • ·         Airtable
  • ·         Outlook


The hiring process will include: Face-to-face meetings, samples of written materials, reference checks and a full background check.

The job will allow for remote work and will also require regular visits to our mid-town NYC office. 

Compensation will be on an hourly basis and competitive with the market.