Vice President of Finance and Operations at Stronghold Investment Management

Dallas, Texas, United States

Apply Now

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

Key technologies and capabilities for this role

Financial StructuringRisk ManagementCapital AllocationOperations ManagementInvestment AnalysisPrivate MarketsFund Management

Questions & Answers

Common questions about this position

What are the main responsibilities of the Vice President of Finance and Operations role?

The role involves serving as a trusted partner in GP and family office operations, strategic investment oversight and capital allocation, and financial planning including cash flow management, accounting, and tax planning. Key duties include acting as the primary point of contact for partners on wealth management, tax, estate planning, overseeing financial reporting, risk management, compliance, and monitoring financial activities.

What skills or qualities are needed for this position?

The role requires a proactive, detail-oriented leader who can coordinate across internal teams and external advisors to ensure seamless execution of financial, operational, and personal objectives.

What is the compensation for the Vice President of Finance and Operations?

This information is not specified in the job description.

Is this a remote position, or is there a location requirement?

This information is not specified in the job description.

What is the company culture like at Stronghold Investment Management?

Stronghold emphasizes a technology-driven approach, disciplined capital allocation, operational excellence, entrepreneurial vision, and high standards of discretion, alignment, and performance.

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