Harrison Street

Vice President

• Manage relationships with existing operating partners and third-party property managers
• Source, coordinate, and close all property refinancings
• Establish and communicate internal hold/sell recommendations
• Oversee asset dispositions, including presenting the transaction to investment committee, selecting a broker, negotiating the purchase contract, and facilitating the due diligence and closing processes
• Formulate property-level strategy, budgets, and capital improvement plans
• Determine and implement value preservation strategies, including the preparation of capital call memorandums as necessary
• Assist transactions colleagues in the underwriting of new investments as well as new operating partners or property managers
• Analyze and monitor property financial performance and debt covenant compliance
• Alongside construction consultants, monitor schedules, budgets, and draws for new developments and ensure compliance with the relevant governing documents
• Review and approve third-party appraisal reports and complete periodic internal valuations and re-underwriting processes
• Actively mentor, train, and guide the career development of more junior professionals on the team.

VP Asset Management – Storage

Financial Planning and Analysis

• Support the corporate budgeting and forecasting processes, ensuring alignment with Harrison Street’s overall strategic and financial objectives.
• Assist in long-term financial planning, including scenario and sensitivity analyses.
• Collaborate with Accounting to ensure accurate financial reporting and a clear understanding of forecast-to-actual variances.
• Establish strong relationships within the Firm and provide partnership and support in developing department level annual budgets and updates for the forecasts.
• Enhance and maintain FP&A tools, models, and systems to improve accuracy, scalability, and efficiency.
• Automate (to the extent possible) budget and forecasting processes.
• Prepare monthly and quarterly management reports, including performance summaries, KPIs and variance analysis.
• Analyze and interpret financial results, identifying opportunities to optimize performance and support business objectives.
• Assist in preparing materials for internal and external stakeholders
• Contribute to ongoing process improvement in financial processes, reporting, and data analytics capabilities.
• Partner cross-functionally with teams across the firm to align financial strategies with the Firm’s goals.
• Provide analytical and reporting support to various business units and senior leaders.
• Other duties as assigned.

AVP, Financial Planning & Analysis

Compliance

• Serve as a thought leader on compliance matters, including AI, cybersecurity and data privacy
• Assist in the management of all aspects of the compliance program including onboarding and offboarding employees into the compliance system, and address employee questions around the Code of Ethics
• Maintain all records of compliance regarding pre-clearance approvals and marketing reviews
• Manage compliance operations related to marketing reviews, pre-clearance approvals and recordkeeping
• Provide dedicated compliance support to the firm and partner with external regulatory advisers
• Support preparation and response efforts for SEC audits and other regulatory inquiries
• Support the annual compliance review and back test different compliance policies; continually assess the compliance policies and procedures, and drive implementation of policy enhancements
• Collaborate closely with the Accounting & Portfolio Management teams on regulatory reporting requirements
• Leverage data analytics to identify trends, gaps and opportunities for program improvement
• Other duties as assigned

AVP, Compliance

Director

• Originate, underwrite, and manage principal investments in the infrastructure sector;
• Evaluate potential investment opportunities, conducting research, developing valuation analyses, structuring, negotiating, and executing transactions;
• Build industry relationships and develop a robust business development pipeline;
• Manage relationships with the leadership teams of the portfolio companies and closely monitor the financial performance of the investments;
• Lead the negotiation and execution of agreements and other transaction-related documentation;
• Manage relationships with investment partners, including the Sponsor/Managing Member and other co-investors, and advisors such as financial, legal, tax, and environmental;
• Review and approve capital calls and distributions related to principal investments;
• Coordinate with finance and operations with respect to monitoring ongoing investments;
• Monitor ongoing financial performance of portfolio companies and oversee the reviews of valuations for portfolio companies;
• Monitor and evaluate potential exit alternatives, including public market conditions and potential strategic partners;
• Mentor junior staff and contribute to a high-performing, collaborative team environment;
• Play a lead role in recruiting activities, including sourcing candidates and interviewing prospective hires;
• Lead due diligence on opportunities, assessing past and projected financial performance, quality of management teams, investment merits and risks, expected returns, regulatory environment, and industry dynamics;
• Meet with company management and review past performance, strategy, outlook, industry issues, and other relevant topics as required;
• Build a network of operating/investment partners to identify and operate assets;
• Participate in industry conferences focused on infrastructure investing to elevate the firm's network and reputation in the space;
• Present investment recommendations based on the results of the team's due diligence and analysis;
• Oversee the drafting of principal investment recommendations, outlining potential opportunities and risks;
• Present investment and disposition recommendations to the Investment Committee.

VP/Director, Infrastructure

• Oversee and manage wholly-owned and joint venture investments in the US, as well as the respective property management and partner relationships.
• Manage relationships with existing operating partners and third-party property managers;
• Collaborate with our dedicated Capital Markets team to close all property refinancings;
• Collaborate with our dedicated Transactions team to manage relationships;
• Establish and communicate internal hold/sell recommendations;
• Oversee asset dispositions, including presenting the transaction to investment committee, selecting a broker, negotiating the purchase contract, and facilitating the due diligence and closing processes;
• Formulate property-level strategy, budgets, and capital improvement plans;
• Determine and implement value preservation strategies, including the preparation of capital call memorandums as necessary;
• Assist transactions colleagues in the underwriting of new investments as well as new operating partners or property managers;
• Analyze and monitor property financial performance and debt covenant compliance;
• Alongside construction consultants, monitor schedules, budgets, and draws for new developments and ensure compliance with the relevant governing documents;
• Review and approve third-party appraisal reports and complete periodic internal valuations and re-underwriting processes;
• Actively mentor, train, and guide the career development of more junior professionals on the team.

Vice President – Asset Management, Senior Housing

• Manage / participate in all aspects of borrowings including preparation of materials, marketing assets to lenders, structuring loan terms in line with asset business plans, negotiating term sheets and documents, managing deliverables and closings.
• Advise internal teams on underwriting assumptions and financing analysis for acquisitions, refinancings, and fund-level facilities (sublines, revolvers, private placements, etc.).
• Develop and maintain relationships with lenders and mortgage brokers and stay up to date on financing market trends.
• Restructure existing capital structures as needed.
• Monitor loan portfolio for maturities, covenant concerns and opportunities to refinance or optimize capital structures on existing assets.