Deal Pipeline & Transaction Execution:
- Manage the full deal pipeline from sourcing through closing, maintaining CRM discipline and pipeline reporting.
- Coordinate underwriting process: ensure models are accurate, assumptions are benchmarked, and IC memos are complete and on time.
- Run due diligence coordination across legal, environmental, physical inspections, title, insurance, and lender requirements.
- Manage closing checklists and coordinate across brokers, attorneys, lenders, and internal teams.
- Prepare and present investment committee materials; support CIO in IC discussions.
Asset Management & Portfolio Oversight:
- Own the recurring portfolio performance reporting cadence—monthly property reviews, quarterly investor reports, annual budgets.
- Monitor asset-level business plans against underwriting assumptions; flag variances and recommend corrective action.
- Coordinate with property management and construction leadership on capital project tracking, lease-up pacing, and NOI delivery.
- Drive the asset management calendar: insurance renewals, tax appeals, lender covenant compliance, financing event preparation.
LP/Lender Reporting & Compliance:
- Produce quarterly LP reports, capital account statements, and distribution notices on schedule.
- Manage lender reporting requirements across the portfolio: debt service coverage, reserve balances, operating statements.
- Coordinate with fund administrator and accountants on K-1 delivery, audit support, and fund-level financials.
- Maintain investor data room and ensure all compliance documentation is current.
Fund Administration & Capital Processes:
- Oversee fund administration workflows: capital calls, distributions, waterfall calculations, transfer processing.
- Support capital events including refinancings, supplemental loans, and dispositions—managing the data and process, not the negotiation.
- Track co-investment and side letter obligations across fund structures.
Team Coordination:
- Manage and develop the investments support team (currently offshore analysts and associates).
- Establish and maintain SOPs for underwriting, reporting, compliance, and IC prep workflows.
- Coordinate cross-functionally with property management, construction, marketing, and accounting teams.
- Over time, hire and train a Portfolio Manager as deal volume scales (projected 2028+).
What This Role Does NOT Own:
The following remain with the CIO and the principals:
- Investment strategy, thesis, and market selection.
- Final investment decisions and IC authority.
- LP and lender relationships, fundraising, and capital raising.
- Fund structuring and partnership terms.
- Broker relationship development and deal origination strategy.
Required
• 10–15 closed multifamily transactions with direct involvement from underwriting through stabilization
• Experience at a vertically integrated operator—not a pure acquisitions shop or brokerage
• Strong command of multifamily financial modeling, waterfall structures, and Private Equity firm reporting
• Demonstrated ability to manage due diligence, closing coordination, and post-close integration
• 7 years of progressive experience in real estate investments, asset management, or PE fund operations
• Bachelor’s degree in Finance, Real Estate, Business, or related field
Preferred
• Experience with workforce housing or Class B/C value-add strategies in US markets
• Familiarity with Yardi, RealPage, or comparable property management software
• Experience with agency debt (Fannie Mae, Freddie Mac) and bridge lending programs
• Track record managing offshore or distributed teams
• MBA, CFA, or CAIA designation
