Investment Management Director

7 days ago


Dallas, Texas, United States NAIOP SoCal Full time
About the Role

We are seeking a highly skilled and experienced Investment Management Director to join our team at NAIOP SoCal. As a key member of our organization, you will be responsible for overseeing the investment management of a broad portfolio of high-quality multifamily assets within the Central and Southeast regions.

Key Responsibilities
  • Drive Investment Strategy: Develop and implement investment strategies to drive outperformance and create value for our assets under management.
  • Asset Performance Monitoring: Measure and monitor asset performance against various benchmarks, including client objectives, pro-forma metrics, budget, and market comparables.
  • Business Planning: Develop and effectuate annual business plans through active oversight of property management, leasing, accounting, legal, appraisal, tax, research personnel, and third-party consultants.
  • Market Visits and Inspections: Perform regular market visits and property inspections for assigned assets, requiring occasional travel.
  • Communication and Collaboration: Maintain open and effective lines of communication with Portfolio Management regarding the management of their investments, including physical, financial, and leasing performance.
  • Partnership and Service Provider Management: Work collaboratively with JV partners and service providers to best serve NAIOP SoCal's interests.
  • Appraisal and Valuation: Actively engage in the appraisal and internal valuation process to ensure accurate results.
  • Acquisition Due Diligence: Perform acquisition due diligence in collaboration with acquisitions, underwriting, and engineering.
  • Document Review and Approval: Review and approve various documents related to operating and marketing the assets, including management agreements, leasing agreements, service contracts, etc.
  • Tenant Assessment and Lease Execution: Assess prospective commercial tenants' businesses and credit worthiness, and execute leases in mixed-use investments.
  • Capital Markets Knowledge: Develop and maintain knowledge regarding capital markets activity in assigned region(s).
  • Client Reporting: Review and approve required client reports in final form.
  • Relationship Building: Develop and foster productive working relationships with property management companies, brokers, and industry peers.
  • Credibility and Expertise: Establish credibility both internally and externally as NAIOP SoCal's regional multifamily investment management expert.
  • Team Collaboration: Serve as an active contributing member of the residential team and the broader investment management team, sharing best practices and shaping platform initiatives.
Requirements
  • Experience: Minimum of 7 years of hands-on institutional real estate experience preferred in one or more of the following disciplines: Asset Management, Acquisitions, Underwriting, or Property Management.
  • Knowledge and Skills: Extensive experience and strong passion for working with institutional quality multifamily investments, broad understanding of the operational and investment fundamentals of institutional real estate.
  • Personal Attributes: Excellent verbal, written, and interpersonal communication skills, effective organizational and time management skills, strong quantitative analysis skills, high proficiency with Excel & Power BI, Word & PowerPoint, proficient working with Argus Enterprise, solutions and results-oriented, creative and innovative, intellectually curious.
  • Education: Undergraduate degree is required; advanced degree a plus.
Working Conditions
  • Office Environment: Normal office environment with little exposure to noise, dust, and temperatures.
  • Physical Demands: The ability to lift, carry, or otherwise move objects of up to 10 pounds is also necessary.
  • Travel: Occasional travel may be required.
What We Offer
  • Comprehensive Compensation and Benefits: Our people are at the very core of our success. NAIOP SoCal employees get more out of life through our comprehensive compensation and benefit offerings, including flexible paid time off, 401(K) matching, parental leave benefits, employee stock purchase plan, and more.


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About Stronghold Investment Management Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a forward-thinking, technology-oriented investment management firm that specializes in real assets and associated private markets. Our mission is to provide superior risk-adjusted returns through a robust investment strategy characterized by swift...


  • Dallas, Texas, United States Virtus Investment Partners Full time

    Job SummaryThe Senior RFP Specialist is a key member of the Virtus Investment Partners team, responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires. This role requires strong communication and organizational skills, with the ability to work under tight deadlines and manage competing obligations.Key...


  • Dallas, Texas, United States Endeavor Full time

    About the RoleWe are seeking an experienced Executive Director of Investments to join our team at Endeavor. As a key member of our Investments team, you will play a critical role in supporting the growth of our multibillion-dollar portfolio of diversified real estate holdings.Key ResponsibilitiesAct as commercial lead on all new projects and developments in...

  • Investment Director

    4 days ago


    Dallas, Texas, United States Koch Business Solutions, LP Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Director to join our team at Koch Business Solutions, LP. As an Investment Director, you will be responsible for overseeing our investment in a large gaming property in Las Vegas, including additional acquisitions, financing, asset management, and disposition.Key ResponsibilitiesDevelop...

  • Investment Analyst

    2 weeks ago


    Dallas, Texas, United States D2 Asset Management, LP Full time

    About D2 Asset ManagementD2 Asset Management, LP is a prominent global investment firm that specializes in credit, hybrid, and special situations investing across intricate and asset-rich opportunities. We provide structured solutions in private markets and invest opportunistically across the capital structure in liquid markets. D2 combines fundamental...

  • Investment Analyst

    2 weeks ago


    Dallas, Texas, United States D2 Asset Management, LP Full time

    About D2 Asset ManagementD2 Asset Management, LP is a prominent global investment firm focused on credit, hybrid, and special situations investing across intricate and asset-rich opportunities. We offer structured solutions in private markets and strategically invest across the capital structure in liquid markets. D2 integrates fundamental analysis, thematic...

  • Investment Analyst

    2 weeks ago


    Dallas, Texas, United States D2 Asset Management, LP Full time

    About D2 Asset ManagementD2 Asset Management, LP is a premier global investment firm focused on credit, hybrid, and special situations investing across intricate and asset-rich opportunities. We deliver structured solutions in private markets and invest opportunistically throughout the capital structure in liquid markets. D2 integrates fundamental analysis,...


  • Dallas, Texas, United States Huntington Bancshares, Inc. Full time

    About the RoleWe are seeking an experienced Investment Banking Executive to join our team at Huntington Bancshares, Inc. as a Vice President or Director in our Special Situations Investment Banking Group.Key ResponsibilitiesLead day-to-day transaction execution, due diligence processes, and relevant ad-hoc tasks.Draft pitches, teasers, CIMs, management...


  • Dallas, Texas, United States People Performance Resources Full time

    Job Summary:We are seeking a highly skilled and experienced Strategic Philanthropic Investments Director to join our team at People Performance Resources. This is a senior-level leadership role that requires a strong track record of success in fundraising, strategic planning, and team management.Key Responsibilities:Strategic Planning: Develop and execute a...


  • Dallas, Texas, United States D.I. Management, LLC Full time

    Job DescriptionOverviewD.I. Management, LLC is seeking a highly skilled Investment Relations Specialist to join our team. As a key member of our organization, you will play a critical role in supporting our capital activities, business development, fundraising, investor relations, and growth initiatives.Key ResponsibilitiesSupport Global Private Equity...


  • Dallas, Texas, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Investment Manager II to join our team at Truist. The successful candidate will be responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth clients and deepen and strengthen existing client relationships.Key ResponsibilitiesPartner with Wealth Advisors to...


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About Stronghold Investment ManagementStronghold Investment Management is a pioneering investment firm that leverages technology to manage investments in real assets and related private markets. Our mission is to achieve superior risk-adjusted returns through a dynamic investment strategy characterized by swift transaction execution, profound technical...


  • Dallas, Texas, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Investment Manager to join our team at IMA Financial Group. As a key member of our Private Wealth Investment team, you will be responsible for driving the strategic direction of our investment platform, sourcing and implementing new investment options, and collaborating with our research...


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About Stronghold Investment ManagementStronghold Investment Management is a forward-thinking, technology-centric investment management firm specializing in real assets and related private markets. Our mission is to achieve superior risk-adjusted returns through a unique investment strategy characterized by swift transaction execution, extensive technical...


  • Dallas, Texas, United States Koch Industries Full time

    The Koch CFO organization's Investment team is in search of a Manager of Investment Accounting. In this capacity, you will deliver value to the organization as a key business partner, assisting the respective investment teams with all finance, accounting, and financial reporting responsibilities. This role will involve interaction with business leaders and...


  • Dallas, Texas, United States Stronghold Investment Management Full time

    About Stronghold Investment ManagementStronghold Investment Management is a forward-thinking, technology-centric investment firm specializing in real assets and related private markets. Our mission is to achieve superior risk-adjusted returns through a unique investment strategy characterized by swift transaction execution, extensive technical knowledge,...


  • Dallas, Texas, United States Koch Industries Full time

    The Koch CFO organization's Investment division is in search of a Manager of Investment Accounting. In this capacity, you will add value to the organization as a key business partner, assisting the respective investment teams with all finance, accounting, and financial reporting functions. This role will engage with business leaders and the Investments...


  • Dallas, Texas, United States Crow Holdings Full time

    Real Estate Investment AnalystCrow Holdings Capital is a leading real estate investment management company specializing in multifamily, industrial, and specialty property types. With a proven track record of delivering attractive returns across market cycles, Crow Holdings has established itself as a trusted partner for leading global investors.Job SummaryAs...


  • Dallas, Texas, United States CNI Consulting Inc. Full time

    About the RoleCNI Consulting Inc. is seeking a highly skilled and experienced Senior Investment Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with exceptional investment advice and guidance.Key...


  • Dallas, Texas, United States New York Life Insurance Co Full time

    Location Designation: Hybrid - 3 days per week When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being...