Jacob Bailey Email & Phone Number

New York, United States

Philadelphia, PA, US

New York, US

Conducted in-depth analysis on financing histories of over 50 prospective clients across various sectors to identify macro trends and capitalize on market opportunities for equity financings and direct listingsProduced comprehensive summary and analysis tear sheets of prospective clients, showcasing market and stock data, financing history, and relevant.

Evaluated, analyzed, and reported on the performance of existing preferred equity portfolio, including cash flows, occupancy rates, and expenses, to provide insights to senior management and identify potential areas for improvementReviewed property financial statements, rent rolls, leases, and other documentation for due diligencePrepared quarterly and.

Indianapolis, Indiana, US

Tracked, managed, and analyzed the annual executive budget of $100,000; implemented and applied cost-saving strategies to orginization’s operating expenses ensuring operational efficiencyRaised $217,000 in organizational revenue using an online payment platform, improved post-covid collection rate to 85%Advised and supported other fraternity officers and.

Indianapolis, Indiana, US

Enhanced Ascendix-Re CRM system with over 500,000 prospective leads, 150 listings, and 50 deals; utilized Ascendix to create email campaigns, and contacts lists for broker engagementSourced, researched, and recorded potential deal opportunities with clients and properties using Co-Star and LandvisionTrained, supported, and collaborated with brokers and.

New York, NY, US

Managed income-related operations for mutual fund accounts, such as dividends, distributions, interest paymentsProcessed daily payment volumes and verified payment information ensuring all deadlines and requirements were metResolved income discrepancies and exceptions by researching and communicating with internal and external partiesPrepared and.

New York, NY, US

Analyzed, researched, and implemented the core principles of project managementDesigned and presented a standardized project management template to be used throughout the global departmentCollaborated with and presented to fellow interns on in-depth reports on the fixed-income asset class and mark

Conduct research on various topics that include Holocaust Studies, Leadership Development, and Behavioral Economics; using historical documents for featured presentations, classes; and essaysAnalyze articles and develop session outlines for student and faculty seminars Prepare questions based on research to assist the development of classes, lectures.

Brooklyn, NY, US

Executed sales, marketing, and analysis of prospective clientsInterviewed applicants and submitted applications to credit analysts for verification and underwriting Analyzed potential loan markets and identified opportunities to source loans and financial servicesCoordinated non-performing loans and assisted in loan workouts and restructuring to maintain.

Assisted with player development in areas such as individual skill, discipline, sportsmanship, and teamworkDeveloped and implemented tactical strategies during games

Bachelor Of Science In Business Administration - Bsba, Finance

Education record