Kenneth Peters, Caia Email & Phone Number

Greensboro, North Carolina, United States

Greensboro, North Carolina, United States

Versatile market research professional experienced in identifying market trends and thematic opportunities by leveraging market research and internal data to monitor market conditions. Skilled in writing long-form apartment market summaries for semi-annual company newsletters. Provided summary updates on monthly portfolio review calls with economic context, material events, and the performance of primary markets.• Assisted with the annual budget package and semi-annual track record by supplying rent and occupancy guidance, along with and guidance for cap rate and rent growth inputs• Achieved success by developing and designing new research dashboards with the Business Intelligence division and supported the Investments and Business Development departments with underwriting and management proposals• Aided operational support by responding to requests from clients using internal and third party market research resources

A respected, collaborative member of the Investment Committee responsible for monitoring model portfolios and discretionary trading of portfolios primarily through Schwab and TD Ameritrade. Collaborated with the due diligence team to find new portfolio management solutions to increase firm efficiency and productivity and developed quarterly content for internal and external use.• Demonstrated commitment with daily client trading, maintenance, and troubleshooting of BlackDiamond, quarterly billing, and reporting for over 600 clients and $1B in AUM• Developed and presented recommendations for changes to the portfolios based upon market conditions• Researched overall business landscape including product portfolio and provided strategic recommendations

Greensboro/Winston-Salem, North Carolina Area

Presented exceptional ability to lead portfolio management system conversion project from PortfolioCenter to BlackDiamond, which required conversion of over 15 years of data. Implemented and maintained all BlackDiamond related tasks which included client setup, report development, and client portal setup. Successfully managed daily client trading, portfolio management support, quarterly billing, and reporting.· Managed daily trades for portfolio maintenance and execution of the trades at Charles Schwab, TD Ameritrade, and other custodians· Efficiently researched single stocks, mutual funds, ETFs, and private funds which included private real estate, private equity, and private credit· Worked closely with the core compliance team to pull data required for the ADV, 13-F, and other regulatory filings

Raleigh-Durham, North Carolina Area

Hands-on technology consultant, responsible for daily reconciliation and maintenance of financial data in PortfolioCenter for thirteen investment firms. Provided resolution information and worked with other teams to complete impact analysis where appropriate. Successfully implemented a new CRM company-wide and developed various scripts to increase efficiency for the clients.• Collaborated with clients to obtain requirements and deliver solutions • Improved project management skillsets by leading status call, weekly minutes, and maintaining the project plan• Implemented support processes and procedures to deliver requested services

Raleigh-Durham, North Carolina Area

Highly motivated portfolio analyst with a proven record of daily reconciliation and maintenance of financial data in PortfolioCenter for seven to twelve investment firms. Worked closely with partners to ensure critical control processes were in place. Demonstrated excellent analytical, critical thinking, and communication skills while supporting a diverse group of operational, finance, and account-related projects and activities.• Accountable for account activities including data posting, reconciliation, billing, reporting, and working to improve client relationships • Applied excellent information, data, and reporting skills to complete daily responsibilities and projects• Presented critical thinking, analytical, and technology attitude to identify and resolve complex problems and issues

Responsible for making sure all domestic orders were processed complete and in a timely manner. Created research reports for the Distribution Center Manager, processed intra-warehouse transfers, and managed incoming inventory in Sage ERP MAS 500, an enterprise management solution. Generated reports on inventory levels and future product purchasing in DataSelf.

Ma, Religion

Thesis: “An Understanding of Abraham Through Heidegger and Derrida: A Study on the Ethics of Abraham in the Qur’an.”

Ba, Religion

Concentration in American Religion and Politics. Minor in Computer Science