Investment Officer – Vice President of Investments

Company Overview:

Our client is an industry leading multifamily owner, operator and institutional investment manager. Headquartered in Northern California’s innovative Silicon Valley, our client is focused exclusively on the multifamily asset class. The firm has successfully deployed well-timed strategies to the benefit of its institutional partners and stakeholders throughout the United States. Since its inception in 1998, the firm has completed over $7 billion in apartment transactions on behalf of its own account and those of its strategic institutional partners. Today, our client has eight offices, with over seventy professionals and an owned apartment portfolio in excess of $6.5 billion.

Our client’s investment strategies are focused on the multifamily space. Committed to the sustainability and vibrancy of the communities in which it operates, the firm utilizes its branded Ecologic program of initiatives to bring environmentally aware features into the communities and to each resident’s apartment home.

Position Overview:

The Investment Officer – Vice President of Investments will be responsible for sourcing direct on- and off-market acquisition opportunities and establishing programmatic joint venture and preferred equity relationships.  The candidate will have leadership responsibility for sourcing new investments in and strategies within the Boston MSA.  Additionally, the position requires excellent deal-identification, underwriting, negotiating skills and the ability to work independently. The ideal candidate will possess a combination of excellent interpersonal, analytical and personnel management abilities.  Depending on the "fit" of the candidate, the position could range from an emerging transaction officer who has originated a few successful investments to a more experienced professional capable of overseeing all strategies within geography and supervising regional staff.

Primary Responsibilities & Duties:
Responsibilities and Duties include but are not limited to the following:

• Sourcing potential acquisition opportunities, both fully marketed and off-market.
• Interfacing with Senior Management regarding market conditions, investment strategies and transaction sourcing methods.
• Working with Investment Analysts and Asset Management personnel to assist with asset pricing, due diligence and investment write-ups.
• Coordinating with property owners and managers to obtain relevant investment information.
• Developing relationships with brokers, property management personnel and property owners.
• Formulating, reviewing and presenting investment summaries to the Investment Committee.
• Heavy in-market, local travel; approximately 50%+. 

• • Additionally, it is essential to represent and market the Company at local, regional, and national industry events 
  • Identifying and closing programmatic joint ventures with developers of multifamily assets and enhancing cultivated sponsor/partnership relationships.
  • Providing other types of real estate financing (construction debt, mezz debt, preferred equity).  

Required Education, Qualifications & Skills:

• BA/BS required; MBA in Real Estate, Business or Finance is preferred.
• 3 - 10+ years of real estate transaction experience.
• Demonstrated history of deal sourcing and closed multifamily transactions.
• In-depth knowledge of Boston submarkets.
• Existing network of relationships with brokers/owners.
• Excellent interpersonal skills.
• Strong analytical, due diligence and research skills to evaluate potential investments.