Take an active role in providing analytical support to the commercial brokerage team in evaluating various on-market and off-market property transactions. Underwrite new deals from USD 10M to 150M, including retail shopping centers, offices and multifamily properties. Work with the CEO, prepare detailed models projecting financial results for investment opportunities. Use Argus to develop and integrate information regarding potential real estate investments. Diligently analyze financial statements to evaluate property performance. Create cash flow models to review investment returns. Develop MS Excel models for property exchange scenario analyses and advise clients on how to maximize potential cash flow and returns.

Performed all facets of asset management operations including portfolio forecasting, budgeting and analysis, conducting credit and lease analyses, budget management and retail percentage rent forecasting.

Designed financial models and metrics to assess financial performance of customers. Prepared financial reporting and investor packages for quarterly and annual earnings reports. Responsible for various ad-hoc projects, investment and market research analysis. Prepared investment summary and presentation materials to assist CEO and portfolio fund managers for fund raising activities.

Assistant manager at the Corporate and Institutional Banking, responsible for managing a large credit portfolio. Analyzed new deals ranging AUD10m to 50m, assisted with loan structuring, due diligence, documentation and deal closing. Skilled in credit portfolio management, financial analysis, client relationship management, growing customer base and cross-sell.