What are the responsibilities and job description for the Chief Investment Officer position at Bullpen?
🏢 Chief Investment Officer (CIO)
📍 Houston, TX (5 days in-office)
Company Overview
Our client is a Houston-based, family-owned real estate investment and development platform with a 25 year track record of acquiring, developing, and operating retail, industrial, and select office assets.
The firm owns and operates a portfolio of ~80 properties and is backed by a multi-billion-dollar affiliated operating business, providing consistent access to capital and long-term stability.
With immediate deployable equity and a mandate to grow, the company is entering a major expansion phase focused on scaling its investment platform across the Texas Triangle and select national markets.
The Opportunity
This is a newly created, highly strategic leadership role.
The Chief Investment Officer will serve as the #2 executive in the business, working directly with the Founder to:
- Drive acquisitions and development strategy
- Deploy capital across new investments
- Build and scale the investment platform
- Potentially raise outside capital for larger opportunities
This is a build-from-scratch CIO role with significant autonomy and a clear path to broader executive leadership (President-level).
Key Responsibilities
Investments & Acquisitions
- Source and execute acquisitions across retail and industrial assets
- Build and maintain a strong pipeline across Houston and the Texas Triangle (DFW, Austin, San Antonio)
- Lead underwriting, financial modeling, and investment committee materials
- Structure transactions, including debt and equity components
Strategy & Platform Building
- Establish and scale the acquisitions/investment function
- Develop sourcing strategy, broker relationships, and off-market channels
- Help define portfolio strategy and geographic expansion
Capital Markets
- Evaluate and execute on bringing in outside capital partners
- Structure joint ventures and equity partnerships
- Leverage existing family capital to maximize returns
Leadership
- Act as right-hand to Founder
- Help oversee broader business operations and strategic initiatives
- Build and lead an investment team over time
Candidate Profile
- 10–15 years of experience in real estate acquisitions, development, or investments
- Strong experience in retail and/or industrial assets
- Deep relationships across Houston and the Texas Triangle
- Proven ability to source and close deals independently
- Strong financial modeling and underwriting capabilities