• Deliver strategic analysis and associated documentation of qualitative/quantitative return and risk attribution for investments.• Review and analyze tactical allocation plans to regulate liquidity and assist management with strategic planning.• Formulate a comprehensive plan to use current holdings to generate extra returns after performing a detailed analysis of all current holdings. • Optimize the portfolio and maximize efficiency by researching alternative investment opportunities across various asset classes in domestic markets.• Perform equity/fixed-income research and help develop dynamic asset allocation model strategies.

• Partnered with leadership to effectively manage an immense real estate investment portfolio.• Drafted investment materials that encompass investment overview, merit and risk considerations, market overview, asset overview, deal metrics, and financials for cash flows, returns, and sensitivities.• Completed site inspections, analyzed comparable pricing/rental trends, and formed lease proposals for the asset portfolio.• Spearheaded the marketing of vacant space in the portfolio, actively pitching properties to potential tenants.• Played an integral role in the acquisition and underwriting of an industrial property in Carlsbad, CA, and assisted in increasing this property’s value 70%+ by securing credit tenants on long-term leases.

• Garnered experience with the investment and asset management of a sizable real estate portfolio.• Drafted and distributed investment memoranda related to potential acquisitions. • Inspected land documents statutory plans and covenants. • Supported management of the current portfolio by monitoring tenant relations, assisting with showings of vacant properties, and administrative tasks, such as data entry and filing.