Jonathan Beaulieu Email & Phone Number

Philadelphia, Pa, Us

Greater Philadelphia Area

JBMP Group is an independent property management firm specializing in multi-family real estate across Pennsylvania, New Jersey, Delaware, and Florida. Founded in 2015, we bring a wealth of experience from across the real estate landscape, which enables us to take a dynamic approach to our clients’ needs. Our team is passionate about creating modern solutions to achieve goals in an ever-changing market. Our mission is to secure the strongest opportunities for our clients by leveraging our unrivaled local knowledge, building one-on-one relationships, and applying seamless, digitally supported processes. With an intense focus on customer service, we aim to surpass our clients’ expectations in every interaction.At JBMP, we strive to deliver a professional and straightforward customer experience. We promise to always be transparent and to act with integrity. As your partner, we will provide the knowledge required to help you make informed decisions.

Greater Philadelphia Area

Philadelphia

• Worked in credit research supporting fundamental analysis of high yield and investment grade companies in the Utilities, Transportation, Metals and Mining, and Aerospace sectors. Daily responsibilities included financial modeling, earnings notes, speaking with sell side analysts, and monitoring sector news.• Conducted proprietary research on potential investments and industry trends. Compiled models and research notes that are still in use today and will continue to save analysts time and effort. • Developed knowledge of debt markets, buy side analysis, and detailed financial modeling. Regularly met with portfolio managers, traders, and sector analysts to discuss new issues and current holdings.

Greater Philadelphia Area

• Instruct class of international Masters students on financial technology using Bloomberg Terminal and S&P Capital IQ. Intensive course work is aimed at enabling more thorough analytical research. • Develop lesson plans, meet with students for weekly workshops, provide support during office hours, and grade assignments. • Bloomberg functions covered this semester include relative valuation, financial analysis, screening, and graphing fundamentals for domestic and emerging market equities.

Greater Philadelphia Area

• Worked in Investor Relations supporting fund raising efforts for six private equity firms that specialize in real estate, biotech, banking, and growth equity. Attended weekly firm meetings and interacted with investors on a regular basis. Relevant Projects:• Consultant and Prospect Research: Created an electronic database of initial research on investment consultants and potential investors. These documents saved analysts time and effort by providing easy access to new fundraising leads. • Request for Proposal (RFP): Worked with managing principals in community banking firm to complete an RFP, which was sent to the industry’s largest independent investment consulting firm for consideration.• Investor Classification: Classified existing investors based on legal entity and net worth for each firm’s records. The data collected was used to analyze the distribution of different investor types in each fund, which was sent to current and prospective investors.

Bachelor, Business Administration; Finance, Sophomore

Ged, General Education