Grant Harris, CFA

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Raleigh-Durham-Chapel Hill Area

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Timeline
About me
Vice President | Transaction Mgr. at Colliers Mortgage
Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
  2016 - 2018
  Master of Business Administration (MBA)
  • Evening Executive MBA (EMBA) Program, October 2018• Kenan-Flagler Merit Fellow• Beta Gamma Sigma (top 20%)• Completed Leadership Development Initiative Program
- University of Illinois at Urbana-Champaign - College of Business
  2004 - 2008
  Bachelor of Science Finance
  Activities and Societies: Sigma Phi Epsilon, Business Council, Senior Legacy Campaign • Graduated with High Honors | Cumulative GPA: 3.8 of 4.0
Experience
- State Farm Insurance
  Jul 2008 - Jun 2013
  - Assisted with the origination, underwriting, structuring, due diligence and closing of commercial real estate mortgage loans within a high-quality commercial portfolio of multi-family, office, retail, and industrial properties nationwide- Prepared and presented loan recommendations to the Investment Committee- Monitored and provided loan servicing on a portfolio of 150+ loans totaling $1B+- Reviewed due diligence items and third-party reports including appraisals, environmental site assessments, and property condition reports Show less - Selected as one of two analysts for a pilot 16-month developmental opportunity in Corporate Bonds- Performed fundamental credit and relative value analyses on publicly-traded companies within the Retail, Food/Beverage, Consumer Products and Auto Sectors- Advised and assisted portfolio managers on company and industry-specific exposure recommendations to facilitate sector allocations and selection of securities - Assisted with the execution of $1.5B+ of new issuance and secondary investment-grade corporate bond trades Show less
  - Real Estate Investment Analyst
    Jan 2013 - Jun 2013
  - Fixed Income Investment Analyst
    Sept 2011 - Dec 2012
  - Real Estate Investment Analyst
    Sept 2010 - Sept 2011
  - Real Estate Jr. Investment Analyst
    Jul 2008 - Sept 2010
- LStar Ventures
  Mar 2014 - Jul 2014
  Associate
  - Evaluated and analyzed various real estate investment opportunities with a focus on master-planned communities throughout the Southeast US Region
- Northmarq
  Aug 2014 - Aug 2017
  Senior Investment Analyst
  - Evaluated and analyzed commercial mortgage loan opportunities for all property types including core and value-add investments - Provided underwriting, loan sizing, property and market research, and structuring recommendations - Maintained knowledge of industry standards, criteria, and program requirements of all types of lenders including agencies (Fannie Mae and Freddie Mac), banks, life insurance companies, and bridge providers- Developed key relationships with real estate owners/borrowers, investors, lenders, and third-parties- Designed and produced loan request packages and property marketing materials Show less
- Grandbridge Real Estate Capital
  Aug 2017 - Apr 2023
  Vice President | Sr. Transaction Manager
  Grandbridge, a subsidiary of Truist, specializes in commercial and multifamily real estate capital markets financing, servicing loan portfolios, providing asset and portfolio management, and real estate brokerage services on a national basis.
- Colliers
  Apr 2023 - now
  Vice President | Transaction Manager
Licenses & Certifications
- Chartered Financial Consultant (ChFC)
  The American College of Financial Services
- Chartered Financial Analyst (CFA)
  CFA Institute
Honors & Awards
- Awarded to Grant Harris, CFA
  Beta Gamma Sigma Honor Society Beta Gamma Sigma (UNC Chapter) May 2018 Award given to the top 20% of graduate students
- Awarded to Grant Harris, CFA
  UNC Kenan-Flagler Merit Fellow UNC Kenan-Flagler Oct 2016
- Awarded to Grant Harris, CFA
  Alice Waldoff Scholarship University of Illinois College of Business 2008 Annual award given to 2 members of Business Council who have made significant contributions to the College of Business
- Awarded to Grant Harris, CFA
  College of Business Top 10 Senior Award University of Illinois College of Business 2008
- Awarded to Grant Harris, CFA
  The Honor Society of Phi Kappa Phi Phi Kappa Phi 2007 Award given to the top 7.5% of juniors and top 10% of seniors
Volunteer Experience
- Big Brother
  Issued by Big Brothers Big Sisters
  Associated with Grant Harris, CFA
- Board Member
  Issued by TABLENC on Aug 2013
  Associated with Grant Harris, CFA