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Investment Associate, Real Estate Acquisitions
2 months ago
Position Overview:
About Morgan Properties:
Morgan Properties is a prominent real estate investment firm that focuses on both equity and debt investments within the multifamily sector. With over $15 billion in assets under management, it stands as one of the largest and rapidly expanding multifamily investors in the United States. The firm manages an extensive apartment portfolio exceeding 90,000 units, primarily located on the East Coast, while its debt investment platform operates on a national scale. Morgan Properties is based in the Philadelphia region.
Role Summary:
As a vital member of the Acquisitions and Capital Markets team, the Investment Associate will allocate equal time—50% to equity investments and 50% to debt investments. The responsibilities of the Associate include:
- Evaluating new investment prospects
- Assessing pools of Freddie Mac loans within K-series securitizations
- Creating comprehensive financial models and conducting ad hoc financial forecasting, analysis, and modeling
- Engaging with brokers, sellers, and investors; visiting targeted properties and performing market evaluations
- Coordinating due diligence efforts with various departments
- Overseeing the financing process until closing
- Preparing investment documentation for the Investment Committee and external investors
- Contributing to strategic planning and budgeting initiatives
- Providing analytical support to the executive management team as needed
Required Qualifications:
- A minimum of 5 years of experience in real estate, investment banking, or private equity
- A bachelor's degree in business or finance
- Proficient Excel skills with a solid foundation in financial modeling and valuation analysis
- Strong attention to detail and exceptional organizational abilities
- A willingness and capability to thrive in a dynamic environment
This position necessitates expertise in investment valuation and Excel, which will be evaluated through an employer-provided assessment. Achieving CFA Level 1 certification is advantageous.
Employee Benefits:
- Employee referral payment program
- Educational Enhancement Program
- Comprehensive Medical, Dental, and Vision benefits
- Life/AD&D Insurance
- Long and short-term disability coverage
- Paid parental leave
- Retirement Plan - 401(k) Plan
- Discount on housing with any of our properties
- Additional employee discounts available
If selected for a position at Morgan Properties, your overall compensation package will be influenced by factors such as geographic location, skills, education, and/or experience, potentially resulting in total compensation outside of the standard range.
Discover more about Morgan Properties at