The Morgan Group
Why The Morgan Group?
At The Morgan Group, we are more than our 70+ multifamily properties — we are a community built on people. We believe in treating everyone with respect and dignity, from our team members and partners to our residents, clients, subcontractors, and vendors. We strive to foster an inclusive environment where every idea, perspective, and contribution is valued, and where everyone feels heard and appreciated. Our Core Values are the foundation of our success — they guide how we hire, reward, and evaluate every member of the Morgan team.
Morgan Core Values We are Self-Starters
In it to win it
We take initiative
Be accountable
One Morgan
We are inclusive
No Drama
We Get it Done
We are reliable
We are effective
Raise the Bar
We seek excellence
We learn from our mistakes
We strive to improve
Hold ourselves to high standards
Keep on Truckin’
Embrace challenges & be optimistic
We are resilient
Choose positivity
We are level-headed
Reputation is Earned Daily
Do the right thing
We are honest and have high integrity
We make good decisions
Our future depends on it
We attract and retain top talent by offering full-time team members a comprehensive range of benefits designed to support their well-being and success:
Advancement opportunities
Training
Low-cost Medical, Dental, Vision
Flexible Spending Accounts (Medical, Limited Purpose & Dependent Care)
Health Savings Account
Voluntary Life Insurance
Long-Term Disability Insurance
Company Paid Life Insurance
Company Paid Short-Term Disability Insurance
401K (Traditional & Roth) with Company Match
Employee Assistance Program
Paid Time Off plans including:
Vacation
Sick
Floating Holiday
Bereavement Leave
Holiday Schedule
Referral Bonus Program
Annual Bonus Program
How does Morgan Group benefit you? Joining Morgan Group means more than just a job — it’s a chance to learn, grow, and build a career you’re proud of. From property management and maintenance to construction and development, we provide the tools, training, and team support to help you reach your full potential.
Key Responsibilities
Support the structuring, negotiation, and execution of debt financing across Morgan’s development and acquisition
Collaborate with internal development, acquisitions, asset management, and legal teams throughout the full life cycle of each transaction.
Develop expertise in various real estate debt products including senior, construction, bridge, and permanent loans from life companies, banks, and agency lenders.
Prepare and analyze financial models to evaluate financing alternatives, interest rate hedging strategies, and deal-specific capital structures.
Prepare and update project-level cash flow projections and
Drive the preparation of marketing and transaction materials including ofering memoranda, debt request packages, and lender presentations.
Lead lender due diligence eforts, manage loan documentation and closing processes, and coordinate with institutional equity partners.
Cultivate and maintain strong relationships with a broad range of capital providers including banks, life companies, and other financial institutions.
Monitor compliance with lender financial covenants and reporting requirements across the portfolio, coordinating responses and reporting packages as needed.
Qualifications
Bachelor’s degree in Finance, Accounting, Business, Real Estate, or related field.
Minimum of
5 years of experience
in commercial real estate finance, capital markets, or a related field.
Strong working knowledge of multifamily real estate, commercial lending, and capital
Advanced financial modeling skills in Excel, with the ability to analyze complex real estate
Direct experience working with debt capital providers and closing real estate fiancings.
Technical Skills
Proficiency in Microsoft Excel, Word, PowerPoint, and
Ability to create high-quality ofering memoranda and presentation materials using PowerPoint; experience with Adobe InDesign and Illustrator a plus.
Familiarity with real estate CRM or investor management platforms such as Juniper Square (preferred but not required).
Understanding of interest rate hedging instruments and capital markets
Personal Attributes
Strong interest in real estate finance and a desire to build a long-term career in the
Self-starter with a proactive mindset and high degree of
Meticulous attention to detail; consistently produces accurate, high-quality
Ability to work collaboratively across internal teams and external stakeholders in a fast-paced, deadline-driven environment.
Excellent written and verbal communication skills with the ability to present ideas clearly and
Strong organizational and time management skills; capable of managing multiple priorities
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review Know Your Rights notice from the Department of Labor.
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At The Morgan Group, we are more than our 70+ multifamily properties — we are a community built on people. We believe in treating everyone with respect and dignity, from our team members and partners to our residents, clients, subcontractors, and vendors. We strive to foster an inclusive environment where every idea, perspective, and contribution is valued, and where everyone feels heard and appreciated. Our Core Values are the foundation of our success — they guide how we hire, reward, and evaluate every member of the Morgan team.
Morgan Core Values We are Self-Starters
In it to win it
We take initiative
Be accountable
One Morgan
We are inclusive
No Drama
We Get it Done
We are reliable
We are effective
Raise the Bar
We seek excellence
We learn from our mistakes
We strive to improve
Hold ourselves to high standards
Keep on Truckin’
Embrace challenges & be optimistic
We are resilient
Choose positivity
We are level-headed
Reputation is Earned Daily
Do the right thing
We are honest and have high integrity
We make good decisions
Our future depends on it
We attract and retain top talent by offering full-time team members a comprehensive range of benefits designed to support their well-being and success:
Advancement opportunities
Training
Low-cost Medical, Dental, Vision
Flexible Spending Accounts (Medical, Limited Purpose & Dependent Care)
Health Savings Account
Voluntary Life Insurance
Long-Term Disability Insurance
Company Paid Life Insurance
Company Paid Short-Term Disability Insurance
401K (Traditional & Roth) with Company Match
Employee Assistance Program
Paid Time Off plans including:
Vacation
Sick
Floating Holiday
Bereavement Leave
Holiday Schedule
Referral Bonus Program
Annual Bonus Program
How does Morgan Group benefit you? Joining Morgan Group means more than just a job — it’s a chance to learn, grow, and build a career you’re proud of. From property management and maintenance to construction and development, we provide the tools, training, and team support to help you reach your full potential.
Key Responsibilities
Support the structuring, negotiation, and execution of debt financing across Morgan’s development and acquisition
Collaborate with internal development, acquisitions, asset management, and legal teams throughout the full life cycle of each transaction.
Develop expertise in various real estate debt products including senior, construction, bridge, and permanent loans from life companies, banks, and agency lenders.
Prepare and analyze financial models to evaluate financing alternatives, interest rate hedging strategies, and deal-specific capital structures.
Prepare and update project-level cash flow projections and
Drive the preparation of marketing and transaction materials including ofering memoranda, debt request packages, and lender presentations.
Lead lender due diligence eforts, manage loan documentation and closing processes, and coordinate with institutional equity partners.
Cultivate and maintain strong relationships with a broad range of capital providers including banks, life companies, and other financial institutions.
Monitor compliance with lender financial covenants and reporting requirements across the portfolio, coordinating responses and reporting packages as needed.
Qualifications
Bachelor’s degree in Finance, Accounting, Business, Real Estate, or related field.
Minimum of
5 years of experience
in commercial real estate finance, capital markets, or a related field.
Strong working knowledge of multifamily real estate, commercial lending, and capital
Advanced financial modeling skills in Excel, with the ability to analyze complex real estate
Direct experience working with debt capital providers and closing real estate fiancings.
Technical Skills
Proficiency in Microsoft Excel, Word, PowerPoint, and
Ability to create high-quality ofering memoranda and presentation materials using PowerPoint; experience with Adobe InDesign and Illustrator a plus.
Familiarity with real estate CRM or investor management platforms such as Juniper Square (preferred but not required).
Understanding of interest rate hedging instruments and capital markets
Personal Attributes
Strong interest in real estate finance and a desire to build a long-term career in the
Self-starter with a proactive mindset and high degree of
Meticulous attention to detail; consistently produces accurate, high-quality
Ability to work collaboratively across internal teams and external stakeholders in a fast-paced, deadline-driven environment.
Excellent written and verbal communication skills with the ability to present ideas clearly and
Strong organizational and time management skills; capable of managing multiple priorities
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr