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Vice President, Investment Management


Charlotte, NC

Company Description:

Our client is a leading multifamily investment firm with a nationwide footprint that has been in business for over 40 years.  It currently has approximately $5 billion of assets under management totaling over 70,000 units and operates in 15 target markets with ten regional offices and support businesses including investment management, property management, construction management, and other support services.

To date, our client has grown to become one of the largest and most experienced multifamily investment platforms in the country.  Since its fund platform was created, they have raised seven vehicles with total equity commitments of over $3 billion on behalf of global institutional and high net worth investors.  These funds have resulted in our client being ranked as one of the most consistent top-performing real estate private equity firms globally.  The company has a strong track record of over $17 billion in apartment transactions over the past 20 years.

Position Description:

This Vice President, Investment Management will be responsible for working with investors after the initial outreach by helping to guide and close them for new institutional funds and separately managed accounts.  This person will also handle client management and investor relations for existing fund vehicles. The person will be supported by a robust financial services and asset management teams.


  • Leads and coordinates the creation of fundraising materials:
    • Private Placement Memorandum (PPM) and supplements
    • Form Due Diligence Questionnaire (DDQ)
    • Investor Presentation
    • Model
    • Other Data Room content
  • Leads existing and prospective investors through fundraising closing process:
    • Investor questions and follow up
    • Property and market tours
    • Legal docs
  • Leads coordination with external fundraising parties (i.e. placement agent)
  • Oversee quarterly reports with Asset Management and Financial Services team
  • Proactive investor communication
    • Deal Summaries / Capital Calls
    • Periodic Updates (annual visits / meetings)
  • Coordinates the Annual Institutional Investor Meeting
  • Represents the Firm at Industry conferences and events (PREA)
  • General investor prospecting


  • Thorough and complete familiarity with institutional capital raising process and its various participants
  • Excellent written and verbal communication skills
  • Strong project management / task prioritization capabilities
  • Precise attention to detail that is thoughtfully applied to content and deliverables
  • Attentive business judgement to review materials and communicate in balanced and compelling way
  • Interpersonal savvy and ability to interact with clients at a senior level
  • Leader who can guide teams and develop associates


  • Bachelor’s Degree in business or related field and at least 10 years relevant real estate experience
  • Strong working knowledge of multi-family investment experience
  • Strong working knowledge of MS Office Suite to include Excel


  • Decision Quality: Making good and timely decisions that keep the organization moving forward
  • Drives Results: Consistently achieving results, even under tough circumstances
  • Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity
  • Business Insight: Applying knowledge of business and the marketplace to advance the organization’s goals
  • Strategic Mindsight: Seeing ahead to future possibilities and translating them to breakthrough strategies
  • Interpersonal Savvy: Relating openly and comfortably with diverse groups of people
  • Develops Talent: Developing people to meet both their career goals and the organization’s goals
  • Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder
  • Plans and Aligns: Planning and prioritizing work to meet commitments aligned with organizational goals
  • Builds Effective Teams: Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals

To learn more about this position, contact: Matthew McAulay | (704) 770-6110 |