Eric Schaaf, Cfa Email & Phone Number

Los Angeles, CA, US

Los Angeles, CA

- Develop original content highlighting company investment insights, and economic and industry developments through published white papers, website articles, client presentations and social media- Responsible for all aspects of data analytics for the Insights Program and broader thought leadership content for the firm- Streamline research processes and set.

Los Angeles, CA

• Research economic, market, and investment trends to provide data and analysis for creation of white papers and regular investment publications for institutional clients, consultants and financial advisors

Woodland Hills, CA

• Analyze and create complex financial models, including yield projections, asset valuations, discounted cash flows, and debt restructuring for 200+ prospective investment projects involving multiple sources of capital
• Advise developers and originators on deal structure to maximize investor return while complying with industry regulations
• Manage 6 funds comprising of 160 properties nationwide. Oversee and analyze the financial performance of properties, ensuring properties are achieving target yields and that models accurately reflect financials and.

Santa Monica, CA

• Created stock screens, financial models, and research reports detailing investment opportunities across all sectors and capitalizations for a long-short domestic equity hedge fund
• Delivered specific investment recommendations to the portfolio manager which were implemented in the fund, generating positive returns for his clients
• Discussed investment opportunities, financial data, company-specific operations, and overall market sentiment with portfolio manager, sell-side analysts and company management teams on a daily basis

Arlington, VA

• Researched the economy, market trends, and investment data using a variety of data vendors (including Bloomberg, Factset, Thomson Datastream and Dealogic) to support consulting staff's creation of research reports sent.
• Responsible for managing the creation of a monthly market highlight publication by collaborating between multiple departments and ensuring the timely completion and accuracy of data, exhibits and written commentary
• Maintained a database of current and historical return and valuation data for thousands of global market indices and benchmarks across a variety of asset classes including equity, fixed income, real estate, and.

Arlington, VA

• Led 7-8 associates in preparing monthly and quarterly investment performance reports for 15 clients including university endowments, foundations, medical institutions and high-wealth private clients with asset sizes.
• Analyzed and evaluated client investments to ensure consistency with investment strategy, current market environment and industry standards
• Communicated regularly with clients and investment consultants to ensure a clear understanding of underlying asset performance on a total portfolio, composite, and individual manager level

Arlington, VA

• Managed, trained and mentored a team of five associates by prioritizing and delegating daily work flow. This ensured the accurate and timely handling of 60-70 client investment reports each quarter, representing over.

Arlington, VA

• Created investment performance reports for 15 clients each month using data from investment managers, custodians, clients and other internal and external resources

Mba, Investment Management

• Student Investment Fund - 1 of 11 students selected to manage $2 million portfolio for the UCLA Foundation. This provided two years of.

Bachelor Of Science (Bs), Finance, General

• University Honors Program • President’s Scholarship • Graduated in 3.5 years