Fund Strategy and Structuring, Director

📋 Description

• • Lead strategic and financial performance of HCI’s Multi-Investor Funds (MIFs) across the full fund lifecycle—from pre-closing strategy through post-closing execution and pre-stabilization.
• • Own the MIF fund model as a strategic tool, ensuring continuity, accuracy, and decision-usefulness as assumptions evolve and deals progress.
• • Develop and execute deal allocation strategy for MIFs by partnering with Investor Relations and Acquisitions to assemble project lists and investor rosters that optimize tax credit delivery, fee generation, and overall fund characteristics.
• • Provide senior-level scenario analysis evaluating revenue, timing, and risk implications of different investor mixes, deal sequencing, and structuring alternatives.
• • Introduce strategic intelligence into fund assembly decisions, including investor concentration, deal mix trade-offs, and impact on bridging and incentive fees.
• • Monitor federal and state low-income housing tax credit (LIHTC) delivery volumes and timing, flagging variances that could impact investors or HCI revenue.
• • Maintain real-time tracking of net and gross equity overages and shortfalls across all MIFs to enable early intervention, deal replacement, or reallocation.
• • Own the fund-level bridging strategy, including decision frameworks for using internal resources versus third-party subscription lines.
• • Partner with Treasury to establish clear policies and procedures governing bridge usage, cost, and risk tolerance.
• • Develop tools to track bridge loan interest expense on a per-fund basis and ensure accurate accounting and attribution.
• • Build reporting to distinguish intentional, revenue-generating bridging from unforecasted or execution-driven bridging.
• • Drive continuous improvement of the MIF fund model, enhancing business intelligence, usability, and analytical flexibility.
• • Establish a clearer framework and policy approach around Equity Advance Notes (EANs), including revenue attribution between HCI and ECP.
• • Cultivate innovation in MIF strategy, particularly in pre-closing and pre-stabilization phases, to enhance execution efficiency and unlock incremental revenue opportunities.
• • Operate with significant autonomy and judgment, escalating issues strategically rather than tactically.
• • Influence cross-functional decision-making across Investor Relations, Acquisitions, Capital Originations, Treasury, Credit, and Asset Management without direct line authority.
• • Serve as a subject-matter leader on fund economics, capital efficiency, and MIF strategy across HCI.
• • Utilize advanced Excel modeling to support complex financial analysis and fund structuring decisions.
• • Leverage Salesforce for tracking and reporting where applicable.
• • Maintain strong written and oral communication skills to convey complex fund strategies and financial outcomes to internal stakeholders and leadership.