SVP of Asset & Fund Management

Our client is a privately held real estate investment firm managing a diversified portfolio of income-producing real estate with a focus on value-add and opportunistic strategies. The platform includes residential communities, self-storage, and select multifamily assets across multiple funds. The firm is vertically integrated and maintains a deliberately lean, high-trust, remote-first team that emphasizes ownership, judgment, and practical use of technology.

The culture is entrepreneurial and anti-bureaucratic.

This is a high-impact leadership role serving as the CEO’s designated second, with real authority from day one. The SVP will provide portfolio-level financial, operational, and strategic judgment across a complex, multi-asset, multi-fund platform over a multi-year period focused on stabilizing, optimizing, and exiting the existing portfolio.

The mandate is roughly 40 percent portfolio asset management (including lender engagement, loan modifications, and disposition readiness), 40 percent fund governance and administration (capital events, consents, distributions, and investor reporting), and 20 percent executive judgment (external representation and progressive assumption of decision domains). The firm is deliberately flat: a small number of senior people who use technology and limited support staff in place of layers of hierarchy.

This person will have few or no direct reports and needs institutional-grade portfolio skills, practical technology fluency, and the temperament to operate with high ownership and autonomy.

This role may become the CEO’s succession path, with the potential to lead the firm or a future venture, and a path to Principal.

• Own performance oversight of the portfolio and direct the path to disposition for targeted assets
• Lead lender negotiations, loan modifications, and workout execution
• Drive capital expenditure discipline and exit readiness across the portfolio
• Partner on fund-level processes including capital events, distributions, and investor consent processes
• Ensure the quality of lender reporting and investor-facing reporting through each fund’s final portfolio exit
• Serve as the CEO’s designated second, representing the firm with lenders, co-sponsors, and institutional partners
• Absorb defined decision domains as trust transfers and step into the CEO’s seat for defined stretches
• Identify and implement workflow improvements, including practical AI and automation tools, to support a small, high-performing team
• Maintain rigorous attention to detail in loan documents, operating agreements, waterfall calculations, consent mechanics, and correspondence
• Provide strategic judgment on hold-versus-sell decisions, capital calls, and complex multi-vehicle portfolio matters
• Contribute to the lean, high-autonomy operating model and cultural alignment in a remote-first environment

• 10+ years in real estate asset management, workouts/special servicing, or fund management, with meaningful experience in challenging cycles
• Proven experience negotiating with lenders when the numbers were challenging, running loan modifications end-to-end, and closing sales that had to happen
• Fund-structure fluency including waterfalls, fee mechanics, distribution calculations, consent processes, and LP communications; multi-fund or multi-asset-class exposure preferred
• Relentless detail orientation; comfortable working in loan documents, consent mechanics, and waterfall calculations where a missed provision has real financial consequences
• Operator temperament: finishes things, communicates bad news early, and is accountable for outcomes inherited rather than originated
• Practical technology fluency, including experience using AI tools to improve workflows and…