Stronghold Investment Management
Vice President of Finance and Operations
Stronghold Investment Management, Dallas, Texas, United States, 75215
Vice President of Finance and Operations
Join to apply for the
Vice President of Finance and Operations
role at
Stronghold Investment Management
About Us Stronghold Investment Management ("Stronghold", "SIM", or "the Firm") is a technology‑driven, vertically integrated investment manager focused on real‑assets and related private markets. Stronghold seeks to deliver best‑in‑class risk‑adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making.
Founded by Ryan Turner in 2016, Stronghold has deployed over $1.6 billion in capital across 10+ investment vehicles. The firm intends to apply its technology‑intensive approach to a variety of specialist real‑assets verticals, including:
Oil & Gas
Renewables
Specialty Real Estate (commercial, datacenters, marinas)
Telecommunications and Technology Infrastructure
Billboards and Fixtures
Mining & other commodities
Utilities
Secondaries
Position Summary The
Vice President of Finance and Operations
will serve as a trusted partner across three critical areas: (1) GP and family office operations and personal financial management, (2) strategic investment oversight and capital allocation, and (3) financial planning and reporting, including cash flow management, accounting, and tax planning. This is a highly visible, strategic role requiring a proactive, detail‑oriented leader who can coordinate across internal teams and external advisors to ensure seamless execution of financial, operational, and personal objectives.
Key Responsibility Area 1: GP and Family Office Financial Management
Act as the primary point of contact for the partners, coordinating wealth management, tax, estate planning, and day‑to‑day administration.
Oversee all financial reporting, risk management, and compliance matters across family entities and trusts.
Monitor financial activities and ensure accuracy, timeliness, and adherence to defined objectives and deadlines.
Provide recommendations on portfolio allocation, liquidity management, and long‑term wealth preservation, growth, and succession planning.
Manage relationships with banks, tax advisors, legal counsel, and external service providers with the utmost confidentiality.
Key Responsibility Area 2: Investment Oversight & Capital Allocation
Support the partners in evaluating private investments, joint ventures, and co‑investment opportunities across sectors, with an emphasis on energy, real assets, and real estate.
Conduct financial modeling, due diligence, and performance tracking of current and prospective investments.
Prepare concise, data‑driven analyses to inform investment decision‑making and capital allocation strategies.
Continuously monitor portfolio performance versus benchmarks, identifying risks and opportunities.
Assist in executing estate and succession planning strategies that align investment outcomes with long‑term objectives.
Key Responsibility Area 3: Firm Financial Management & Reporting
Coordinate the preparation of consolidated financial statements, forecasts, and dashboards for GP and family office operating businesses and affiliated entities.
Partner with senior leadership on budgeting, strategic planning, and scenario analysis.
Track performance against key financial and operational metrics, highlighting trends and proposing recommendations.
Ensure compliance with accounting standards, tax considerations, and reporting obligations across entities.
Manage internal workflows and reporting processes to drive efficiency, accuracy, and clarity.
Oversee preparation and analysis of consolidated financial statements and reporting for the GP, family office, and related entities ensuring compliance with applicable standards.
Manage all accounting functions, including general ledger, treasury, accounts payable/receivable, and reconciliations.
Ensure timely monthly, quarterly, and annual financial reporting.
Implement appropriate internal controls to safeguard family assets and prevent fraud.
Qualifications & Competencies Education & Credentials
Bachelor's degree in Finance, Accounting, or Business Administration required; MBA, CPA, or CFA Charterholder strongly preferred.
Professional Experience
Minimum 10 years of progressive experience in finance roles within investment firms, accounting firms, family offices, or multi‑entity organizations.
Demonstrated experience supporting executive leadership with board materials, investor communications, and strategic financial oversight.
Background in GP and family office operations, including estate, tax, and investment management, strongly preferred.
Familiarity with private investments, capital markets, and balance sheet optimization strategies.
Technical Expertise
Advanced proficiency in accounting software (e.g., QuickBooks).
Strong knowledge of GAAP, IFRS, tax regulations, and compliance specific to private investments and family offices.
Expertise in financial analysis, including asset valuation, performance reporting, and risk management for sectors such as energy, real estate, and aviation.
Excellent Excel skills (pivot tables, financial modeling) and familiarity with data management tools.
Skills & Competencies
High attention to detail and accuracy.
Analytical thinker with the ability to translate complex data into actionable insights.
Exceptional organizational skills and ability to balance competing priorities.
Strong communication skills, capable of drafting clear, compelling presentations for internal and external stakeholders.
Discretion and professionalism in managing sensitive financial and personal information.
Collaborative, flexible, and solutions‑oriented approach to supporting the partner's objectives.
Why Work with Stronghold? At Stronghold, we strive to create a workplace that is not only rewarding but also satisfying. We believe our employees are the driving force behind our success, and we are committed to providing an environment where they can thrive and reach their full potential. When you choose to work with us, you'll be joining a team of highly talented professionals who are passionate about what they do and dedicated to bringing technology expertise to our domain. We value innovation, collaboration, and a commitment to excellence, and we provide our employees with the resources and support they need to succeed. If you're looking for a challenging and fulfilling career, we invite you to apply.
Compensation & Benefits
Market‑competitive base salary commensurate with experience
Performance‑based bonus structure aligned with value creation
Fully paid benefits (Medical, Dental, and Vision)
HSA
401(k) + Match
Company‑sponsored LTD, STD, life insurance, and AD&D
Generous PTO policy
20 company‑recognized holidays
Class A offices in prime locations
Parental Leave
Equal Opportunity Employer Stronghold Investment Management is an equal opportunity employer. We believe in creating a diverse and inclusive workforce, where individuals of all backgrounds, experiences, and perspectives can thrive. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by applicable laws. We encourage applicants from underrepresented groups to apply and embrace the unique contributions they can bring to our organization.
#J-18808-Ljbffr
Vice President of Finance and Operations
role at
Stronghold Investment Management
About Us Stronghold Investment Management ("Stronghold", "SIM", or "the Firm") is a technology‑driven, vertically integrated investment manager focused on real‑assets and related private markets. Stronghold seeks to deliver best‑in‑class risk‑adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making.
Founded by Ryan Turner in 2016, Stronghold has deployed over $1.6 billion in capital across 10+ investment vehicles. The firm intends to apply its technology‑intensive approach to a variety of specialist real‑assets verticals, including:
Oil & Gas
Renewables
Specialty Real Estate (commercial, datacenters, marinas)
Telecommunications and Technology Infrastructure
Billboards and Fixtures
Mining & other commodities
Utilities
Secondaries
Position Summary The
Vice President of Finance and Operations
will serve as a trusted partner across three critical areas: (1) GP and family office operations and personal financial management, (2) strategic investment oversight and capital allocation, and (3) financial planning and reporting, including cash flow management, accounting, and tax planning. This is a highly visible, strategic role requiring a proactive, detail‑oriented leader who can coordinate across internal teams and external advisors to ensure seamless execution of financial, operational, and personal objectives.
Key Responsibility Area 1: GP and Family Office Financial Management
Act as the primary point of contact for the partners, coordinating wealth management, tax, estate planning, and day‑to‑day administration.
Oversee all financial reporting, risk management, and compliance matters across family entities and trusts.
Monitor financial activities and ensure accuracy, timeliness, and adherence to defined objectives and deadlines.
Provide recommendations on portfolio allocation, liquidity management, and long‑term wealth preservation, growth, and succession planning.
Manage relationships with banks, tax advisors, legal counsel, and external service providers with the utmost confidentiality.
Key Responsibility Area 2: Investment Oversight & Capital Allocation
Support the partners in evaluating private investments, joint ventures, and co‑investment opportunities across sectors, with an emphasis on energy, real assets, and real estate.
Conduct financial modeling, due diligence, and performance tracking of current and prospective investments.
Prepare concise, data‑driven analyses to inform investment decision‑making and capital allocation strategies.
Continuously monitor portfolio performance versus benchmarks, identifying risks and opportunities.
Assist in executing estate and succession planning strategies that align investment outcomes with long‑term objectives.
Key Responsibility Area 3: Firm Financial Management & Reporting
Coordinate the preparation of consolidated financial statements, forecasts, and dashboards for GP and family office operating businesses and affiliated entities.
Partner with senior leadership on budgeting, strategic planning, and scenario analysis.
Track performance against key financial and operational metrics, highlighting trends and proposing recommendations.
Ensure compliance with accounting standards, tax considerations, and reporting obligations across entities.
Manage internal workflows and reporting processes to drive efficiency, accuracy, and clarity.
Oversee preparation and analysis of consolidated financial statements and reporting for the GP, family office, and related entities ensuring compliance with applicable standards.
Manage all accounting functions, including general ledger, treasury, accounts payable/receivable, and reconciliations.
Ensure timely monthly, quarterly, and annual financial reporting.
Implement appropriate internal controls to safeguard family assets and prevent fraud.
Qualifications & Competencies Education & Credentials
Bachelor's degree in Finance, Accounting, or Business Administration required; MBA, CPA, or CFA Charterholder strongly preferred.
Professional Experience
Minimum 10 years of progressive experience in finance roles within investment firms, accounting firms, family offices, or multi‑entity organizations.
Demonstrated experience supporting executive leadership with board materials, investor communications, and strategic financial oversight.
Background in GP and family office operations, including estate, tax, and investment management, strongly preferred.
Familiarity with private investments, capital markets, and balance sheet optimization strategies.
Technical Expertise
Advanced proficiency in accounting software (e.g., QuickBooks).
Strong knowledge of GAAP, IFRS, tax regulations, and compliance specific to private investments and family offices.
Expertise in financial analysis, including asset valuation, performance reporting, and risk management for sectors such as energy, real estate, and aviation.
Excellent Excel skills (pivot tables, financial modeling) and familiarity with data management tools.
Skills & Competencies
High attention to detail and accuracy.
Analytical thinker with the ability to translate complex data into actionable insights.
Exceptional organizational skills and ability to balance competing priorities.
Strong communication skills, capable of drafting clear, compelling presentations for internal and external stakeholders.
Discretion and professionalism in managing sensitive financial and personal information.
Collaborative, flexible, and solutions‑oriented approach to supporting the partner's objectives.
Why Work with Stronghold? At Stronghold, we strive to create a workplace that is not only rewarding but also satisfying. We believe our employees are the driving force behind our success, and we are committed to providing an environment where they can thrive and reach their full potential. When you choose to work with us, you'll be joining a team of highly talented professionals who are passionate about what they do and dedicated to bringing technology expertise to our domain. We value innovation, collaboration, and a commitment to excellence, and we provide our employees with the resources and support they need to succeed. If you're looking for a challenging and fulfilling career, we invite you to apply.
Compensation & Benefits
Market‑competitive base salary commensurate with experience
Performance‑based bonus structure aligned with value creation
Fully paid benefits (Medical, Dental, and Vision)
HSA
401(k) + Match
Company‑sponsored LTD, STD, life insurance, and AD&D
Generous PTO policy
20 company‑recognized holidays
Class A offices in prime locations
Parental Leave
Equal Opportunity Employer Stronghold Investment Management is an equal opportunity employer. We believe in creating a diverse and inclusive workforce, where individuals of all backgrounds, experiences, and perspectives can thrive. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by applicable laws. We encourage applicants from underrepresented groups to apply and embrace the unique contributions they can bring to our organization.
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