Anders E. Opitz Email & Phone Number

New York, Ny, Us

New York, New York, United States

Institutional real estate lending:- Class A Office, Industrial, Hospitality, Retail coverage;- Loan proceeds from $40 - $200 million with the ability to scale up with other institutional partnerships;- National lending platform

Philadelphia, Pennsylvania, United States

Worked closely with the origination team to provide loan origination and deal structuring support. Entrusted with responsibilities in each stage of a transaction, including underwriting, market research, property tours, client meetings and events, preparation of offering memorandums, marketing, term sheet negotiation, and closing.

New York, New York, United States

Specialized in single tenant net lease financing. Performed real estate credit due diligence for potential acquisition targets. Restructured assets within our client’s portfolios to optimize cash on cash returns

Kimberton, Pennsylvania

As a Pro Shop Associate I determined and satisfied customers’ needs as the primary contact between them and the business. I also demonstrated extensive product knowledge to primarily sell higher margined golf products. Finally, I monitored inventory levels and analyzed sales trends to assist managers with forecasting future inventory orders.

South Orange, New Jersey

As a senior portfolio manager, my responsibilities covered the educational aspect of the portfolio and guiding allocation discussions to the most optimal choice.

South Orange, New Jersey

Examined financial statements & other relevant information of corporations to develop thorough analysis & valuation. Presented potential investments to the board members of the student run investment portfolio by emphasizing key selling points of each corporation.

Winner of the New York Metro competition, Winner of the North American Region, Global Finalist (Placed 2nd). Sole undergraduate participant to represent North America. Primary analyst for modeling & valuation of the project including Financial Statement forecasts, Free Cash Flow to Equity models; Bull/ Bear Analysis; Relative Valuations, Sum of The Parts Model, Price Sensitivity Analysis and Monte Carlo simulation of the subject company Merck (NYSE:$MRK)

New York, New York

Responsibilities included researching global interest rates, liquid & illiquid fixed income/ asset backed securities, global equity markets, and different hedging strategies that would be of benefit to our clients. Examined the market positioning of prospective hedge fund managers to achieve the risk adjusted return goals for clients portfolio’s.

Greater New York City Area

Developed credit analysis on a CDS portfolio by examining capital structure of reference entities to determine the probability of a credit event which could cause a default.

Bachelor Of Science - Bs, Economics & Finance, Graduate

Activities and Societies: CFA Research Competition Global Finalist, Seton Hall University Leadership Fellows Program, Finance Honors.

Bachelor Of Science - Bs, Economics

Activities and Societies: The Duquesne Asset Management Group & Sigma Alpha Epsilon.

High School Diploma

Activities and Societies: DECA