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Job Opportunities

Position Summary

As Vice President, EB-5 Operations, you will report to the Chief Operating Officer and lead all strategic and tactical matters related to the EB-5 program firmwide. You will be a business partner and adviser to the COO and other members of the executive team, playing a significant role in developing and implementing processes and technology solutions necessary to achieve the firm’s business goals and objectives. Above all, you must thrive on working in a team-focused and high-growth environment, where the organization’s commitment to its culture and values matter.

Responsibilities

With a relentless focus on enhancing customer experience for the firm’s investors, marketing partners and other stakeholders, supervise all day-to-day EB-5 operational activity firmwide, including but not limited to:

  • Creation of I-526 package for each Civitas EB-5 investment offering, including drafting of comprehensive business plan compliant with Matter of Ho and other applicable requirements, and coordination with other departments to finalize all exhibits (e.g., offering documents, third-party reports, etc.)
  • Creation of I-829 packages for all Civitas EB-5 investments
  • Analysis of TEA qualification and job creation
  • Coordination of reports from, and management of firm’s relationships with, third-party economic consultants
  • Work closely with EB-5 IR Operations team with regards to monitoring, reporting and advocating continuous improvement of the service delivery relationship between Civitas Capital and investors
  • Management of the firm’s relationships with outside immigration counsel
  • Creation and/or review of filings, exhibits, correspondence and other communication with USCIS
  • Regulatory reporting and compliance for 20+ regional centers

Additional responsibilities will include:

  • Serve as point person internally for EB-5 operational coordination with Investments, Asset Management, Investor Relations, Finance & Accounting, and Legal & Compliance departments
  • Support COO with development, documentation and continuous improvement of EB-5 business processes, including but not limited to technology implementations
  • Develop and supervise implementation of new employee training and long-term continuing education program on EB-5 industry trends, legal/regulatory developments, and the like
  • Provide reporting framework and relevant data on EB-5 for management reporting purposes
  • Supervision of direct reports
  • Provide leadership in embracing and representing the company’s corporate culture
  • Provide leadership in process improvement and effective communication across all facets of the organization to build a solid foundation for future growth with the overall goal of operational/compliance excellence, institutional quality and client trust and satisfaction
  • Assist internal and external IT resources in continuing to develop and implement effective business intelligence tools and technology/security solutions related to EB-5
  • Assist COO with development of EB-5 aspects of the annual operating plan and provide forward looking guidance on risks associated with the firm’s EB-5 operational performance
  • Manage EB-5 vendor relationships and selection process
  • Represent the firm at USCIS stakeholder engagement events, EB-5 industry conferences and other events

Qualifications

  • Minimum of five years of EB-5 industry experience
  • Thorough, up-to-date knowledge of the laws, regulations, and policies governing the EB-5 program
  • Ability to read and comprehend existing and proposed legislation, regulations and policies
  • Demonstrate thorough understanding of the operational front-to-back procedures and an ability to define and drive continuous improvement
  • Proactively identifies opportunities to prevent risks with strong risk background/ culture and is able to resolve problems, before the risk occurs
  • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations and the like
  • Strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects of EB-5
  • Demonstrated leadership skills, evidenced by successfully building, motivating, and managing high-performance teams and by effectively working as a partner with other executives and stakeholders
  • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolution
  • Foreign language skills and/or experience working outside the United States are highly valued

Compensation and Benefits

In addition to a competitive salary, Civitas offers plans for medical and dental insurance coverage, a company sponsored 401(k) plan, paid parking and an unlimited vacation policy.

Inquiries

Please direct inquiries to:
Sonja Milton
Vice President, People Experience
sonja.milton@civitascapital.com

No phone calls.

Click Here To Apply

The Fund Accountant will be responsible for accounting, tax, and reporting for all Civitas-related funds, including management of all accounting-related investor reports. This position reports to the Senior Associate, Tax & Fund Accounting.

Responsibilities

  • Maintain books and records for individual partnerships, funds, and other entities
  • Manage regular financial reporting (monthly, quarterly, and annually) to investors and governmental agencies, when applicable
  • Coordinate tax and audit with outside service providers for all funds
  • Understand and summarize all fund legal document accounting implications
  • Manage quarterly fund distributions
  • Prepare monthly partner allocations and capital statements
  • Coordinate with asset management team and finance team to forecast fund cash flow, operating expenses, and revenue
  • Assist with special projects and process improvements

Requirements

  • Minimum Bachelor’s degree in Accounting or Finance (Master’s/MBA a plus)
  • 2+ years’ experience in partnership accounting according to US GAAP
  • Two or more years’ experience in fund accounting environment is preferred
  • Private equity and/or real estate fund accounting experience are highly desirable but not required
  • Strong reconciliation and research skills over a broad range of accounts
  • Proficient in portfolio accounting systems, Excel, and other MS Office software products
  • Excellent interpersonal skills

Background Check

This position involves handling sensitive and confidential information. Prior to the start date and at any time during employment with the Firm, the Firm may perform a background check. Candidates will be required to grant the Firm written permission to conduct such checks as a condition of employment.
Confidentiality / Non-competition Agreement: Successful candidate will be required to enter into an employment agreement with the Firm; said agreement shall include provisions related to confidentiality and non-disclosure of certain information, as well as limited non-competition provisions.

Compensation and Benefits

  • Full-time, salaried, exempt position located in downtown Dallas, Texas
  • Position will work an average of forty-five hours per week; longer hours may be required at times
  • Compensation will be commensurate with experience and the position.
  • Position will be eligible for Company-paid health insurance premiums and subsidized premiums for spouse and dependents
  • Position will be eligible for participation in company-sponsored 401(k) retirement plan

Click Here To Apply

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