Assistant Vice President, Investments jobs in United States
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Middleburg Communities · 12 hours ago

Assistant Vice President, Investments

Middleburg Communities is a fully integrated real estate investment, development, and construction firm specializing in rental housing across the United States. They are seeking an Assistant Vice President, Investments to lead underwriting reliability, capital relationships, and transaction execution while collaborating with various departments and synthesizing complex financial risks into clear narratives for stakeholders.

Property ManagementReal EstateReal Estate InvestmentRentalResidential

Responsibilities

Accountable for underwriting conclusions and recommendations presented to Investment Committee, including clear articulation of opportunities, downside risks, mitigation strategies, and conviction level
Oversee the work product of Associates and Analysts to produce reliable and accurate underwriting
Oversee the creation and maintenance of tools, policies, and procedures to ensure best-in-class underwriting and due diligence standards
Organize and distribute investor feedback received during on-going marketing efforts to inform pipeline pursuit efforts
Oversee the work product of Associates and Analysts to ensure best-in-class offering memorandums and supplemental marketing materials for investor/lender presentations and meetings
Pitch deals to and conduct tours with investors/lenders (alongside Development Lead)
Manage equity and debt marketing lists, maintaining meticulous notes regarding feedback, approval status, and outstanding diligence questions
Facilitate investor/lender diligence by proactively managing data rooms and responding to questions in a timely manner
Prospect new capital relationships and be valuable to existing capital relationships
Negotiate equity and debt term sheets, org docs, and loan docs with oversight and approval from Managing Director
Draft Investment Committee memos detailing proposed capital structures
Take accountability and extreme ownership of transaction execution, with the authority to proactively drive timelines, escalate issues, and coordinate cross-functional collaboration
Accountable for timeliness and accuracy of various reporting requirements including: Quarterly Internal Valuations, GP Fund Investor Reporting, Portfolio Management Reporting, Market Insights Reporting (e.g. Sale Comps)

Qualification

Underwriting expertiseCapital sourcingTransaction executionMS Excel proficiencyCommunication skillsBachelor's degreeInvestor relationsTeam leadership

Required

Ideal candidates will have progressed from rigorous underwriting roles into capital markets or principal-side execution positions with meaningful transaction responsibility and at least 7 years' experience
Proven track record of sourcing capital and leading transaction closings
Expert underwriting capabilities and proficiency in MS Excel
Excellent communication skills, both verbal and written
Education: at least a bachelor's degree in a related subject
Willingness to work in office full-time
Willingness to travel frequently as directed by Managing Director

Benefits

Comprehensive health and wellness benefits tailored to meet your needs
Three medical plan options, including a company-funded HSA plan with 100% premium coverage for employees
Subsidized options for additional family members
Dental and vision plan choices
Paid time off
Paid volunteer time
Company-paid holidays
A 401(k) match
Employer-paid Life and AD&D insurance
Educational reimbursement to support your growth

Company

Middleburg Communities

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Middleburg is a leading investment firm maximizing value through a fully integrated approach to the acquisition, development, construction and operations of high-quality attainable rental housing.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
US Bank
2025-12-09Debt Financing

Leadership Team

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Christopher C. Finlay
Founder and CEO
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Company data provided by crunchbase