Greg Needham Email & Phone Number

New York, NY, US

New York, NY, US

• Assist with Yardi general ledger system implementation and conversion.
• Work with third party property management firms, to create and validate templates to be used for monthly reporting. Onboard users and handle ad hoc requests to update chart of accounts.
• Review properties at quarter end, examine variances in NOI and balance sheet differentials.
• Running IRR calculations for the portfolio managers on potential disposition opportunities.
• Review tax returns for wholly owned and joint venture properties - Tie back key tax return components to accounting platform

New York, NY, US

• Oversee all activities in unit investment trusts, perform custodial and fund accounting functions.
• Maintain accounting records relating to a specific group of UITs in accordance with trust indenture and department policies and procedures.
• Responsible for liquidation of portfolios, termination of trusts, reconciliation, processing corporate actions and reinvestment of distribution income.
• Responsible for cash and asset reconciliations, accounting, daily NAV generation, deposit of new trusts, issue resolution, monitoring overdrafts, and ad hoc reporting.
• Identify and communicate any issues that affect the accuracy of the account records.
• Responsible for processing wire payments to various brokers.

Newark, NJ, US

• Evaluate capital expenditures and operating expenses to track investments budgeted for sustainability, across various property types both domestic and international.
• Support the asset management operation by aggregating and quantifying large sets of energy, water and waste data for asset managers and property managers to utilize.
• Analyze building performance using EnergyStar Portfolio Manager and GreenPrint, for corporate sustainability reporting in the CSR framework.
• Convey message to stakeholders that lowering operating costs by efficiently reducing consumption will add value to individual assets, as well the firm.
• Recorded data on over 900 assets for 2015 year-end, which exceeded projections and increased participation among property managers.

• Sales & trading
• Researched asset allocation strategies designed to help manage risk while pursuing various long-term financial goals via upside participation and downside protection
• Prospected for high net-worth individuals and determined their eligibility for the firm’s investment strategies
• Attended and actively participated in daily meetings to discuss global macroeconomic events dealing with financial markets and economies