Senior Investment Analyst | Real Estate Equity
This $250M asset management firm acquires public- and privately-traded real-estate backed equity and debt securities. I consistently produce strong Internal Rates of Return (IRR) between 23% - 28%. In this role, I’m responsible for:• Identifying, analyzing, and recommending investments for 12 investment funds with a total capitalization of approximately $45M.• Analyzing investment targets by developing propriety valuation models in Microsoft Excel based on regulatory disclosures (10-Ks, 10-Qs, etc.), using integrated cash flow and asset valuation models.• Authoring quarterly and annual investor reports detailing fund performance and investment activity.• Presenting research and make buy, sell, and hold recommendations to the Investment Committee.