Jesse D. Email & Phone Number

Conduct economic, market, industry, and securities analysis. Prepare investment communications. Member of the investment committee providing input on portfolio strategies and allocations.

Prepared budgets and forecasts for site operating and capital expenditures (just under $1B annually). Performed month end reporting and variance analysis. Reviewed capital requests and performed other ad hoc analysis.

Negotiated numerous real estate transactions (value in excess of $100M) including purchases, leases, exchanges, easements, covenants, and licenses involving 4,000+ acres and hundreds of wetland credits. Negotiated relocation of infrastructure including highways, power lines, and other infrastructure. Adept at GIS mapping and analysis, researching land.

Led a team of fourteen operating a large mineral processing plant.

Implemented Theory of Constraints, Six Sigma, Lean, and other continuous improvement systems. Developed new organizational structures for three sites to improve system performance and department interfaces.

Performed financial analysis of $40M in capital projects. Primary point of contact for capital requests with participants in a complex joint venture arrangement. Assisted with annual budget creation, monthly close, consolidation, and reporting of financials.

Evaluated target industries in the power sector and analyzed acquisition targets.

Equity analyst covering the Financial sector executing a long/short paired equity strategy.