Jonathon Gruber Email & Phone Number

Mount Vernon, Ny, Us

Remote

- Assessment of analyses / reports desired by Access Fund Philanthropy / Finance teams and recommended approaches for calculating key metrics/trends- Design and development of a Tableau dashboard that either links directly into Salesforce, or through regular Excel uploads- Descriptive statistics and summary trends from Access Fund’s national climber survey- Other projects as mutually agreed with Marketing, Philanthropy and Finance teams

New York, New York, United States

- Assist in construction, testing, and execution of recruitment events.- Train new employees- Travel to many cities throughout the year to optimize the recruitment pool.- Received specialized training in handling intellectual property under an NDA.- Manage and train event staff for recruiting events.- Liaise with vendors for transport, shipping, and event space operations.- Oversee the setup and execution of the event, delegating tasks to event staff as needed.- Ensure that all event equipment and supplies are properly set up and in working order.- Supervise event staff, providing guidance and support throughout the event.- Address any issues or concerns that arise during the event, taking appropriate action to resolve them.- Serve as the main point of contact for clients and guests, ensuring their needs are met and concerns are addressed promptly.- Communicate effectively with all team members to ensure everyone is informed and working together efficiently.- Conduct post-event debriefings to assess the event's success and identify areas for improvement.- Maintain a professional and positive attitude throughout the event, serving as a role model for event staff.

Stamford, Connecticut, United States

iCapital acquired Mirador. - Working within Alternative Investment databases and software - Train new employees- Reconciling private equity and hedge fund activity- Building backfills of historical financial data- Creating, circulating, and tracking LOAs- Staying updated on industry trends and best practices in data processing and analysis.- Identifying trends and patterns in data to support decision-making.- Collaborating with other teams to understand data requirements and objectives.- Maintaining data integrity and security measures.- Troubleshooting data-related issues and optimizing processes for efficiency.- Utilizing AI to scan and upload documents for processing.- Cleaning and validating data to ensure accuracy and consistency.- Creating and reconciling transaction level data in Excel- Utilizing data analytics tools, machine learning models, and artificial intelligence to process large datasets efficiently.- Developing and implementing data processing procedures and workflows.- Collecting and organizing data from various sources.

New York, New York, United States

- Analyzing historical and current market data to identify trends, such as price appreciation, rental demand, and vacancy rates.- Using Excel for bookkeeping and statistical analysis.- Leveraging data analytics to identify growth potential in neighborhoods or regions, predicting high returns.- Estimating property values by analyzing key variables such as location, size, condition, and comparable sales (comps).- Assessing risk through data-driven metrics like market volatility, economic indicators, and historical property performance.- Predicting property appreciation or depreciation based on historical trends.- Evaluating cash flow and return on investment (ROI) for rental properties.- Continuously monitoring and analyzing real estate investments within a portfolio.Analyzing competitor strategies and property performance using market data.- Creating dynamic dashboards in Tableau to visualize key performance indicators and gain market insights.- Liased with contractors, vendors, and property managers.- Scheduled and organized maintenance requests.- Accessing diverse data sources and databases with SQL through BigQueury to comb through real estate listings, public records, and demographic data, to inform investment decisions.

Bachelor Of Science - Bs, Information Systems, 4.0

Bachelor Of Arts - Ba, Theatre/Theater