Senior Vice President - Investment Management & Capital Formation

Position Summary
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, with an initial and ongoing emphasis on Morgan Properties Multifamily Credit Fund (MCF). This position plays a critical role in expanding the firm’s credit capabilities by driving fundraising, investor relations, origination, structuring, execution, and product development across the multifamily credit spectrum.

This role requires a strategic and entrepreneurial investment professional who can both help identify the long-term growth opportunities for the credit platform and lead product development efforts from the idea stage to full execution. The SVP will partner closely with the Co-CEOs and senior leadership to fundraise for existing credit and equity strategies, such as MCF, design scalable credit products, identify special situations opportunities, and establish institutional-grade investment and portfolio management practices.

The core mission of this role 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.

Essential Duties
Capital Formation and Fundraising

Lead capital raising across institutional investors, endowments and foundations, pensions, insurance companies, consultants, OCIOs, family offices, RIAs, and wealth management platforms.
Collaborate with Morgan team to expand relationships with existing investors and JV partners as appropriate
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 / 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.

Investor Relations & Reporting

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 / investor portal platform serving both equity and credit investors.
Maintain performance records and track-record documentation consistent with institutional standards. Explore applying GIPS-consistent methodology where applicable.

Product Development

Execute the strategic plan for Morgan Properties’ third-party investment management business with the goal of adding additional product lines and expanding investor base.
Lead the structuring and launch of new investment vehicles (similar to Multifamily Credit Fund).
Collaborate with investment teams to develop new credit and investment product concepts from idea stage through launch, including target 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.

Business Development & Special Situations

Manage the onboarding of former Newpoint Impact team.
Coordinate the 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.

Enterprise & Family Office Coordination

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.

core Competencies
To perform this job successfully, an individual must be able to demonstrate the following competencies at the indicated proficiency level.

Competency

Level

Definition

Analytical Thinking

Advanced

Evaluates fund structures, economics, fee and waterfall terms, and portfolio performance with a high degree of rigor. Assesses market opportunity, competitive positioning, and investor demand to develop well-supported platform and product strategies.

Business Acumen/Job Knowledge

Advanced

Applies expert knowledge of private fund formation, institutional capital raising, real estate credit and equity strategies, fund operations, and investor reporting. Understands allocator requirements, market terms, and how platform design drives investor demand and enterprise value.

Collaboration

Advanced

Works across Morgan Properties’ investment, originations, asset management, legal, finance, and accounting teams, and with the Morgan family, to align the third-party platform with enterprise objectives. Builds productive relationships with investors, partners, and service providers.

Communication

Advanced

Communicates investment strategy, performance, and risk clearly and persuasively to institutional investors, intermediaries, investment committees, and senior leadership. Produces offering documents, presentations, and investor communications to institutional standards.

Problem Solving

Advanced

Exercises sound judgment on complex structuring, governance, and partnership issues. Evaluates alternatives and recommends practical, well-reasoned solutions that balance investor interests, firm economics, and strategic flexibility.

Attention to Detail

Advanced

Maintains a high level of precision in offering documents, investor reporting, performance records, and fund agreements. Ensures fund documentation, track-record support, and investor files remain accurate, complete, and audit-ready.

Qualifications
Education & Experience:

Bachelor’s degree in Finance, Real Estate, Business Administration, or related field; MBA or CFA preferred.
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.

Certificates, Licenses, Registrations:

FINRA Series 7, 63, 79, and/or 24 registrations preferred, or the ability to conduct capital raising through a registered broker-dealer or placement agent.
A valid driver’s license.

Tools & Systems:

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Experience with CRM and investor portal platforms (e.g., Juniper Square, Agora, Salesforce/DealCloud).
Familiarity with fund administration, investor reporting, and financial modeling tools.

Physical Requirements & Work EnvironmentReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
Physical Demands:

This role requires prolonged periods of sitting at a desk and working on a computer. Occasional standing, walking, and lifting. The role involves frequent use of standard office equipment, such as computers, phones, and printers.

Work Environment:

Primary work environment: Office
Noise level: Quiet to moderate.
Work schedule: Monday–Friday.