Senior Vice President - Investment Management & Capital Formation

Morgan Properties•Conshohocken, PA

6d•Onsite

About The Position

The Senior Vice President, Investment Management & Capital Formation, is a senior leadership role responsible for building and scaling Morgan Properties’ third-party investment management platform, initially and ongoingly emphasizing the Morgan Properties Multifamily Credit Fund (MCF). The role drives fundraising, investor relations, origination, structuring, execution, and product development across the multifamily credit spectrum. The SVP helps identify long-term growth opportunities for the credit platform and leads product development from concept through execution. Working closely with the Co-CEOs and senior leadership, the SVP raises capital for existing credit and equity strategies, designs scalable credit products, identifies special situations, and establishes institutional-grade investment and portfolio management practices. The role’s core mission is to grow a differentiated, risk-adjusted multifamily credit business that leverages Morgan Properties’ family balance sheet, owner-operator experience, and in-house asset management platform to deliver flexible capital solutions and strong investment outcomes. The position is based in an office environment, with a Monday–Friday schedule.

Requirements

Bachelor’s degree in Finance, Real Estate, Business Administration, or a related field.
Minimum 15 years of experience in investment management, real estate finance, or financial services, including senior leadership roles.
Demonstrated record of building investment platforms and launching funds, including fund structuring, offering documents, and fund operations.
Proven success raising capital from institutional investors, consultants, family offices, and wealth management channels.
Experience incubating new business lines and negotiating joint ventures, co-GP arrangements, and strategic partnerships.
Strong understanding of real estate credit, including multifamily bridge lending and affordable housing finance.
Established relationships with institutional allocators and distribution partners.
Valid driver’s license.
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
Familiarity with fund administration, investor reporting, and financial modeling tools.

Nice To Haves

MBA or CFA.
FINRA Series 7, 63, 79, and/or 24 registrations, or the ability to conduct capital raising through a registered broker-dealer or placement agent.
Experience with CRM and investor portal platforms such as Juniper Square, Agora, or Salesforce/DealCloud.

Responsibilities

Lead capital raising across institutional investors, endowments and foundations, pensions, insurance companies, consultants, OCIOs, family offices, RIAs, and wealth management platforms.
Collaborate with the Morgan team to expand relationships with existing investors and JV partners.
Build and manage the investor pipeline, including prospect targeting, outreach cadence, and conversion tracking.
Develop and maintain marketing materials, including pitch decks, teasers, deal-flow and track-record presentations, and investor education sessions.
Select and manage placement agents, distribution partners, and feeder or access-fund platforms as appropriate.
Represent Morgan Properties at industry conferences and allocator events to establish the firm as an institutional third-party manager.
Coordinate investor due diligence, including operational due diligence, site visits, and data room management.
Serve as senior relationship manager for limited partners, co-investors, and capital partners.
Establish investor reporting standards, including quarterly reports, capital account statements, valuation and performance reporting, and annual investor meetings.
Lead selection and implementation of the CRM and investor portal platform serving equity and credit investors.
Maintain performance records and track-record documentation consistent with institutional standards, and explore applying GIPS-consistent methodology where applicable.
Execute the strategic plan for Morgan Properties’ third-party investment management business, adding product lines and expanding the investor base.
Lead the structuring and launch of new investment vehicles similar to the Multifamily Credit Fund.
Collaborate with investment teams to develop new credit and investment products from concept through launch, including strategy, return profile, leverage, and portfolio parameters.
Evaluate market opportunity, competitive positioning, and investor demand to prioritize product development.
Collaborate with legal, tax, and senior leadership to define fund terms, fee and economic structures, GP commitment, and waterfall structures.
Oversee preparation of offering documents, including PPMs, LPAs, subscription documents, side letters, and due diligence questionnaires.
Monitor fund-level performance, deployment pace, leverage, and portfolio composition against stated strategy and investor commitments.
Manage onboarding of the former Newpoint Impact team.
Coordinate transition and integration of the Newpoint Impact fund platform, track record, and investor relationships to Morgan Properties.
Lead platform transactions, including fund and JV interest acquisitions, manager transitions, and team lift-outs, covering diligence, LP consents, and integration.
Source and evaluate special situations and strategic opportunities that complement the Morgan platform.
Negotiate joint ventures, co-sponsor arrangements, and strategic partnerships with third-party managers and capital partners.
Advise senior leadership on corporate development priorities related to platform growth and expansion.
Coordinate the third-party platform with the Morgan family’s investment activities, including anchor and co-investment commitments and related family office initiatives.
Establish allocation, conflicts, and related-party policies among Morgan Properties, its funds, and affiliated investors.
Support senior leadership in special projects related to platform expansion as needed.

Benefits

Employee referral payment program
Educational Enhancement Program
Tuition Reimbursement
Medical, Dental, and Vision benefits
Life/AD&D Insurance
Paid Parental Leave
Long- and short-term disability
Retirement Plan - 401(k) Plan
Volunteer & Community Service Opportunities
Discount on an apartment at any one of the company’s properties
Brand new amenity space that includes a full gym/fitness center and golf simulator