Alex Carpenter Email and Phone Number

-Work with Underwriting, Originators, Legal, Securitization, Treasury, Accounting, and others to assess the structuring and pricing of marketable loan products.-Maintain financial models and pipelines in Excel across various non-agency loan products.-Assist the team in presenting individual loan purchase and fund-related investment opportunities to market participants.

- Generated monthly financial reports by creating and implementing an expense management system, providing key insights to senior management and facilitating informed decision-making.- Conducted financial reconciliations to verify the accuracy of financial data and identify discrepancies for timely resolution.- Developed comprehensive financial models to forecast future revenue and expenses, providing accurate insights for the executive team's decision-making process.

- Collaborated with a team of MBA and Undergraduate students to evaluate the target market for Masana (funded by Vida Capital), utilizing data-driven insights to develop a growth strategy that aligned with the brand's objectives.- Conducted market research and analysis to identify key investment trends and opportunities, informing the development of a compelling value proposition for potential investors delivered through a pitch deck.- Developed in-depth market research on the hospitality industry, identifying a serviceable obtainable market that Masana could capture.

- Selected to be part of a financial analyst training program with stock pitch competitions- Participating in: seminars and workshops on qualitative and quantitative stock analysis. Including: DCF, COMPCOs, Risk, and ESG- Working on: equity analysis and pitches with a diverse team of Babson students- Presenting two pitches to industry expert judges over the course of the program

- Researched and implemented solar panels on multiple properties, decreasing operating costs and increasing property value- Conducted market research and analysis across geographies and asset classes for four of their largest markets- Created deal evaluations to analyze potential investments

- Quote and sell painting packages to clients - Manage day-to-day operations, overseeing three employees- Painted ten properties, resulting in $120,000 in revenue - Managed marketing on several social media platforms and local business forums