Jack Marcus Email & Phone Number

Austin, Texas, United States

• Created a comprehensive financial model with multi-year sensitivity projections, which played a crucial role in the investment decision for AIRC and IRT.• Delivered impactful presentations to a consortium of institutional executives from W.P. Carey and Bank of America, as well as a comprehensive fund performance review to the entire student body of the UT School of Business.• Engineered a successful pair trade strategy with AIRC long and IRT short, capitalizing on a valuation discrepancy in the REIT multifamily sector identified through multivariate data analysis. This approach outperformed all other fund trades, achieving a 40% return over a three-month period.

Austin, Texas, United States

Austin, Texas, United States

• Conducted thorough analysis of industrial small- and mid-cap companies with valuations between $250 million-$2 billion.• Identified substantial risks associated with Clearfield Fiber, recommending against investment due to elevated fiber infrastructure costs and reliance on contract dependencies• Forecasted a 10% annual growth rate in the industrial manufacturing and equipment industries, highlighting the crucial role in supporting data centers and artificial intelligence.• Recommended Thermon Group and Helios as promising investment opportunities, emphasizing their robust performance history and technological advancements in artificial intelligence and data centers, which directly impacted strategic fund decisions.

Austin, Texas, United States

• Supervised a 400,000 sq. ft. office and a 368-unit, 37-story multifamily high-rise project, identifying and rectifying structural issues that saved $200,000 by correcting pool elevation errors prior to grout and tile installation.• Managed more than 50 change orders totaling $5 million, ensuring timely delivery of materials and addressing procurement delays.• Prepared and presented monthly budget and timeline reports to Carlyle and Ivanhoe-Cambridge, securing $50,000 in savings through optimization of the exterior façade contract.• Coordinated over 500 Requests for Information (RFIs), effectively addressing communication challenges with remote architects to sustain project progress.alternative options.

United States

• Coordinated the logistics for 700+ resident move-ins, resolving a complete key system wipe on move-in day by reprogramming rooms in real-time, preventing major delays• Conducted financial due diligence for a $175M property acquisition, ensuring the fulfillment of all contractual commitments• Analyzed the $2B Austin student housing market for rent increase decisions by assessing the value of additional utilities at our project.• Audited financial and legal documents for over 900 residents, ensuring compliance and addressing issues.

Austin, Texas, United States

• Restored 20+ vintage Porsches. Updated interiors, installed bluetooth system, restored paint, etc.• Sorted an inventory of 1000+ automobile parts. Labeled and organized incoming parts. • Maintained 70 vintage Porsches. Washed, detailed, drove, etc.

Finance, Business

Activities and Societies: University honors, Pi Kappa Alpha fraternity, Undergraduate Finance Association (Analyst)

Education record

Summer School Student at the London School of Economics and Political Science (LSE)

High School Diploma

Activities and Societies: DECA Business club

Business, Finance, General