Jonathan Russo Email & Phone Number

New York, United States

New York, New York, United States

New York, New York

New York, New York, United States

Financial Products & Services Team-Participate in the origination, underwriting, due diligence, and various other lending functions on mission-driven debt servicing charter school facilities projects across the United States.-Engage in conversations with potential funding partners for future iterations of Facilities Investment Fund, providing context around pricing, credit metrics, and mission orientation.-Work cross-functionally to support deployment of New Markets Tax Credit allocations in the form of deal selection, pro forma projections, and document review.-Own multiple processes related to interest rate swap analysis and maintenance, both for existing portfolio schools and indicative rate tracking.

Brooklyn, New York, United States

Territory: Brooklyn & Queenswww.interboro.nyc

Greater New York City Area

Real Estate Acquisitions & Deal Advisory- Identify, acquire, and work with clients through rigorous networking, building systems/strategies for developing funds, analyzing potential deal opportunities and leveraging cost-effective tactics.- Underwrite commercial real estate investment opportunities using in-house model, projecting conservative return estimates.- Prepare unique solutions for asset management, marketing, and investor relations for boutique owner operators on an ad-hoc basis.

New York, Ny

Private Equity Multifamily Real Estate Investment Analysis Acquisitions | Valuation | Underwriting-Underwrote over $400,000,000 in successful multifamily property acquisitions-Actively execute and develop existing and new business strategies that maximize returns for investors-Manage a team of analysts who source deals in select markets chosen using proprietary formulaAsset Management | 5,000+ Unit Portfolio-Engineer VBA projects to streamline asset management process for entire portfolio.-Communicate monthly with investors regarding business plan status, occupancy, and overall financial health on the property & portfolio level.-Run disposition scenario analyses to determine the best exit strategy for Ashcroft's investmentsMarketing | Investor Relations | Fundraising-Organize/oversee redesign of marketing material templates with outside contractor, vastly improving our ability to acquire new equity.-Construct in-depth marketing materials once deals are awarded.-Field investor inquiries and handle ad hoc due diligence tasks throughout the fundraising/live deal stage.

New York, New York

Global Corporate Controllers & Planning - Disclosures & Fair Value Reporting

Bronx, Ny

-Assist Gabelli School of Business juniors with various tasks including but not limited to: DCF modeling and analysis, industry research, and company profiles-Build sample presentations and models that are used for 300+ students

New York, Ny

Banking & Financial Services Sector-Research and analyze financial institutions as business targets based on prominence in credit card issuance-Create comprehensive pitch decks for said companies, presenting a formidable value-add proposition-Meet and strategize directly with senior board of executives (President, CEO, CFO) to narrow down potential development opportunities and approaches to sales pitches

Greater New York City Area

Investment Management Finance - PE/Real Estate Mark to Market Group-Built in-depth financial models with fund-specific strategies, projecting revenue streams, carryallocations and management fee cash flows on a quarterly basis for current and prospective alternative funds-Assisted with CCAR process after firm was issued rebuke, analyzing different stress-test forecastscenarios for various funds (Private Equity, Real Estate, Infrastructure) totaling ~$20B in line with the Fed’s Capital Requirements-Tracked and calculated weekly FX Hedge P/L on real estate investments using the latest rates, market information, and cross-system data flows-Researched and analyzed ~$1B in non-compensation expense, developed training materials and made expense-cut recommendations that would cut the expense line by 20%

Greenwich, Ct

-Participated on hedge fund calls and summarize for CIO, Portfolio Manager, and Director of Research-Compiled extensive database of potential qualified investors from various regions, expanding the fund’s reach across the United States-Normalized various firm operations including social media and mail, saving higher-level colleagues valuable time-Updated accounting records on a weekly basis, adjusting for revenue and expenses

Tarrytown, Ny

-Spearheaded a 30-minute presentation outlining an exhaustive business plan for a socially conscious hedge fund developed by the intern team.-Attended numerous conference-style meetings that extensively defined every aspect of a typical investment firm.-Carried out daily compliance tasks by researching securities, market trends, and risk factors on the Bloomberg Terminal.-Visited the fund’s top prime brokers gaining invaluable insight from many of the financial world’s brightest minds.

Bronx, Ny

-Created and facilitated a Breast Cancer Awareness-themed look book while overseeing its production and sale on campus of which all proceeds were contributed to the American Cancer Society-Participated in and helped organize FFP’s annual fashion show in which all proceeds were donated to the Make-A-Wish foundation-Coordinated with clothing outlets to obtain donations and arrange raffles for the show

Parsippany, Nj

-Part-time summer internship program supporting the 58 financial advisors on staff. -Conducted maintenance on financial advisory accounts ensuring clients’ goals were being fulfilled. -Attended seminars on digital integration in the finance world.