Analyst, Investor Reporting

2 – 4 Years

Position: Analyst, Investor Reporting
Division: Reporting and Analytics
Location: Dallas, Texas
Reporting to: VP in Dallas

Summary
ACORE CAPITAL, a rapidly growing transitional debt Investment Advisory Firm, is seeking an 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. 

Responsibilities

• 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.

Requirements

• 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.

Compensation: Base plus performance-based bonus. As an equal opportunity employer, ACORE CAPITAL offers a competitive benefits package and salary/bonus commensurate with experience.

To apply: Please send your resume and cover letter to [email protected] using the subject line ‘Investor Reporting Analyst.

About ACORE CAPITAL
ACORE CAPITAL, LP is one of the largest credit managers focused on commercial real estate lending. ACORE CAPITAL originates, acquires and manages first mortgages, B-notes, mezzanine debt and preferred equity throughout the United States. With approximately 120 commercial real estate professionals situated across offices in New York, Miami, Los Angeles, San Francisco and Dallas, ACORE CAPITAL specializes in providing borrowers with customized financing solutions at competitive rates and flexible terms. For more information, please visit www.acorecapital.com.