Jake C. Email & Phone Number

New York, NY, US

New York City Metropolitan Area

• Conducted financial analysis & due diligence on commercial real estate assets in Texas & NYC
• Created detailed cash flow models for commercial real estate, assessing return metrics, debt metrics, and risk factors
• Performed in-depth property research and market analysis to evaluate potential investment opportunities for investor presentations
• Utilized large-scale data sets and sophisticated analytical methods to perform industry assessments and evaluate market trends
• Analyzed local and regional economic activity, demographic trends, and employment statistics
• Provided ad-hoc support with current deals, including market surveys, proposal reviews, & lease reviews

The Schack REIT Center’s REIT Investment Fund provides selective NYU students with an opportunity to apply and integrate real estate institute teachings in the pursuit of investment management experience and results. The Fund invests in US-traded REITs, Real Estate Operating Companies (REOCs), and homebuilders.

New York City Metropolitan Area

• Raised over $150 million from family offices & onboarded them as equity or debt investors
• Performed in-depth monthly cash flow modeling, financial analysis, and reporting for our equity and debt investors
• Managed the complete process of purchasing Employment Retention Tax Credits (ERTCs) from SMEs, including the processes of prepping, pre-underwriting, underwriting, legal attestation, and relationship management with.

New York City Metropolitan Area

• Performed monthly cash flow & enterprise modeling to track past, current & forecasted critical metrics, financials, and ratios
• Developed taxonomies & models to streamline quarterly reporting for Enterprise Risk Management Committee meetings
• Drafted and reviewed senior management presentation material, including the Incident Summary report, Issue Management report, andModel and Operational Risk reports
• Managed risks and controls by identifying, quantifying, & reporting the primary risks and mitigants for Risk and Control Self Assessments
• Contributed to the coordination of Regulatory exams and inquiries and supported management of the new product approval process

New York, New York, United States

• Valued companies by utilizing the discounted cash flow analysis, direct capitalization method, precedent transactions, & comparables
• Performed research & speculation on the completion of M&A by analyzing risk indicators and implementing mitigation strategies
• Identified trends and developments in competitive environments, reported & presented findings, and exploited market inefficiencies

• Performed quantitative research & analysis
• Modeled various types of data sets

• Performed cash flow modeling and analysis on behavioral economics data sets utilized for forecasting the state of the future economy

New York, NY

• Improved the grades of 15 university-selected students experiencing academic struggles by an average of ~27%

Master Of Science - Ms, Real Estate Finance And Investment, 3.89

Capital Markets Scholar | Cushman & Wakefield Scholar | SPS Fellow

Certificate Online, Financial Engineering And Risk Management, 97.3%

Financial products are becoming increasingly complex, and this course provides insights into their history, their structures, and how to.

Bachelor'S Degree, Mathematical Economics, Magna Cum Laude