Vice President of Finance and Operations at Stronghold Investment Management

Dallas, Texas, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Real Assets, Private Markets, Oil & Gas, RenewablesIndustries

Requirements

Proven experience in finance and operations, ideally in investment management, family offices, or real assets/private markets
Expertise in wealth management, tax planning, estate planning, and personal financial management
Strong financial modeling, due diligence, and performance analysis skills
Ability to conduct data-driven investment evaluations across energy, real assets, real estate, and related sectors
Proficiency in financial reporting, risk management, compliance, cash flow management, accounting, and portfolio monitoring
Excellent relationship management with banks, tax advisors, legal counsel, and external service providers
Proactive, detail-oriented leadership with high confidentiality and discretion
Strategic thinking for capital allocation, liquidity management, wealth preservation, growth, and succession planning

Responsibilities

Act as primary point of contact for partners, coordinating wealth management, tax, estate planning, and day-to-day administration for GP and family office
Oversee financial reporting, risk management, and compliance across family entities and trusts
Monitor financial activities for accuracy, timeliness, and adherence to objectives and deadlines
Provide recommendations on portfolio allocation, liquidity management, long-term wealth preservation, growth, and succession planning
Manage relationships with banks, tax advisors, legal counsel, and external service providers confidentially
Support partners in evaluating private investments, joint ventures, and co-investments in energy, real assets, and real estate
Conduct financial modeling, due diligence, and performance tracking for current and prospective investments
Prepare concise, data-driven analyses for investment decision-making and capital allocation
Monitor portfolio performance against benchmarks, identifying risks and opportunities
Assist in executing estate and succession planning strategies aligned with long-term objectives

Skills

Financial Structuring

Risk Management

Capital Allocation

Operations Management

Investment Analysis

Private Markets

Fund Management

Stronghold Investment Management

Invests in real assets and private markets

About Stronghold Investment Management

Stronghold Investment Management offers a resourceful investing system focused on real assets and private markets, leveraging deep technical expertise and cross-functional collaboration. The company pursues opportunistic investments in energy and natural resources, managing investments through their life cycle using a technology-driven, vertically integrated approach.

3811 Turtle Creek Blvd #1300, Dallas, TX 75219, USAHeadquarters

2016Year Founded

VENTURE_UNKNOWNCompany Stage

Venture CapitalIndustries

51-200Employees