Job Description

The Opportunity:

We are a lean and high velocity multifamily investment firm with 440 units and a mandate to scale to 1,500+ units by 2027 on our path to $1 Billion AUM in the next 5 years. We operate with a startup culture backed by a strong principal balance sheet, and we will maintain this "Day 1" intensity until our $1 Billion goal is reached. We are looking for a Founding Director of Finance and Investments who is prepared to make the business their number one priority and own the entire financial lifecycle of our portfolio.

This is a true "multi-hat" leadership role, You will be responsible for building and owning the engine across three phases: Acquisitions , where you will be responsible for sourcing and underwriting new opportunities Finance , where you institutionalize the back-end through precise cash flow forecasting, investor distributions, and tax strategy; and Asset Management , where you hold the portfolio accountable to your forecasts by implementing aggressive execution plans to ensure every property hits its NOI targets. We are looking for a partner who wants to trade corporate safety for long-term equity and help us build this platform from the ground up.

Key Accountabilities:

• Investment Modeling & Underwriting: You will be the primary lead on modeling new opportunities. You will take raw data from brokers or off-market sources, build complex pro-formas from scratch, and present the investment case to the committee.
• Preliminary Investment Committee (PIC) Leadership: You serve as the "Gatekeeper." Before any deal reaches the Founders, you are responsible for the internal audit of the case—stress-testing exit caps, opex loads, and reno timelines. You are the final line of defense for the firm's capital.
• Due Diligence & Transaction Execution: Lead the financial "scrub" on all acquisitions. You will own the closing checklist, coordinating with lenders, attorneys, and title companies to ensure every debt facility is funded with 100% precision.
• Asset Management & Performance Audit: You aren't just reporting numbers; you are driving them. You will perform monthly audits of property management, identify "cash leakage," and ensure the portfolio hits its NOI targets and investor distributions.
• GL Integrity & Tax Strategy: You own the "Book of Record." You will oversee all accounting entries, manage a rolling 13-week cash forecast, and ensure the firm is "tax-ready" for outside CPAs.
• Treasury & Capital Management: You own the firm’s liquidity. You will manage the movement of capital between property accounts, GP accounts, and the Hold-Co, ensuring we are optimized for both daily operations and upcoming acquisition deposits.
• Tax Strategy & Compliance Oversight: You aren't just filing forms; you are the architect. You will manage the tax filing checklist for all 40+ (and growing) entities, ensuring every K-1 is issued on time and that we are maximizing depreciation and cost-segregation strategies across the portfolio.
• Institutional Reporting & Audit: You will design and produce the quarterly "Investor Report" and "Lender Compliance" packages. You must be able to defend our financials to an institutional auditor or a Life-Co lender with absolute authority.
• Entity & Corporate Housekeeping: You will interface directly with Investor Counsel to resolve legal issues and ensure all corporate entities remain in "Good Standing" across multiple states. You are the "Compliance Officer" for the firm.
• Strategic Financial Planning: You will prepare the annual corporate budget for the Hold-Co and tell the Founders exactly when we have the cash position to buy, when we should refinance, and when we should sell.
• Waterfall & Distribution Management: Build and maintain manual "Shadow Waterfall" models to audit all GP/LP distributions, ensuring all investor classes are paid with 100% accuracy.
• System Architecture: You will help design the infrastructure (CRM workflows, checks and balances) to allow the firm to scale without breaking.

Execution Over Delegation :

We are a lean firm where the Director is expected to "turn the wrenches," not just design the machine. If you are looking to sit in a strategy room and wait for reports to hit your desk, this is not the job for you. You must be an Ambivert —equally comfortable in deep-work silence building a complex model as you are in high-stakes confrontations with vendors or lenders. We are looking for the architect who is excited to turn every wrench today, so they can effectively lead the entire department tomorrow."

Qualifications:

• Experience: 5–8+ years in Real Estate Finance, Investment Banking, or REPE.
• Background: Mandatory experience in Multifamily Syndication. You must have "Battle Scars" from managing the financial lifecycle of actual deals.
• Technical Arsenal: Elite-level Excel skills. You must be a "Blank-Sheet" Ninja (Waterfalls, Sensitivity Tables, etc.).
• Mindset: Skeptical, process-oriented, and highly organized. You must be a "Mismatcher" who naturally finds the holes in a financial story.
• Education: CPA designation is a significant plus, but technical execution is the priority.
• Tech-Savvy: Proficiency in AI automation and modern CRM workflows is highly preferred.

The Rewards:

1. Base Salary: $135,000 – $150,000 (Built for a high-growth startup environment).
2. Asset Performance Bonus: $50,000 – $75,000+ targeted annual bonus tied directly to portfolio performance and investor distributions being on Target
3. Founding Member Equity: 3.0% – 5.0% Equity stake in the Holding Entity . This is true ownership in the firm’s long-term enterprise value, not just deal-level points.
4. Vesting Structure: Standard 5-year annual vesting schedule to ensure long-term alignment.

Note: This position requires relocating to Texas if you are not Texas based. Are you willing to relocate to Texas?

To Apply: Submission Requirements:

To be considered, submit your resume and a brief note confirming the following. Applications without these specific keywords will be automatically filtered out.

1. Reference Verification: Are you confident your past managers will verify your technical expertise? If so, include: "I welcome the reference process."
2. Are you willing to complete a live, modeling test? If so, include: "Absolute."
3. We conduct a rigorous 30-day process (6 interviews + 5 references interviews). If you are comfortable with this, include: "Understood."
4. How many years have you been in Multifamily, and what "other hats" have you worn

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