Investor Reporting (Operations) Analyst - DTX

Investor Reporting Analyst to join our expanding Asset Management Group in Dallas. This is an exciting opportunity for a highly motivated professional looking for an opportunity to play a key role in establishing process/procedures for optimizing data flow and integrity for enhancing investor reporting, capital raising efforts, and management decision making.

Client Details

One of the largest credit managers focused on commercial real estate lending. Since inception in 2015, this firm has quickly established itself as a reliable and trusted source of customized financing solutions at competitive rates and flexible terms. This success is an outcome of its people-first culture, proven track record and longstanding relationships.

Description

• Assist in the preparation and review of investor and internal reporting materials, ensuring consistency with internal standards and procedural controls.
• Perform periodic quality checks to identify discrepancies, ensuring adherence to defined workflows and internal protocols.
• Update and maintain internal process documentation, SOPs, and operational checklists.
• Collaborate with internal teams to ensure handoffs and dependencies follow standardized processes.
• Track and resolve reporting exceptions, discrepancies, or data anomalies.
• Contribute to initiatives aimed at improving process efficiency and reporting consistency.
• Support ongoing reporting operations with a focus on detail, reliability, and continuity.
• Leverage Excel and internal tools to maintain and validate recurring reports and data outputs.

Profile

• 2-4 years of experience in operational support, reporting, or quality control.
• Self-starter mindset, with good business operational common sense for identifying and creating reporting/operational for improving solutions.
• Background in Commercial Real Estate or Finance is helpful but not required.
• Strong attention to detail and a process-driven mindset.
• Familiarity with audit, QC, or compliance environments is a plus, but not required.
• Proficiency in Microsoft Office, with advanced Excel skills required, Power BI or similar tools a plus.
• Effective verbal and written communication skills for internal coordination and documentation.
• BA/BS Degree or Advanced Degree.
• Ability to work independently and collaborate cross-functionally.

Job Offer

Competitive compensation package & benefits.

Long term career growth opportunities.

Exceptional workplace culture.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.