Leo Marcus Email & Phone Number

New York, Ny, Us

KBRA is the market leader in ratings of Private Credit, Direct Lending Funds, and their debt facilities

Miami Lakes, Fl, Us

BankUnited is one of the largest financial institutions in the US, providing a broad range of corporate and commercial banking products and services to individuals, middle-market companies and institutions.In this role, I was responsible for originating debt lending solutions for various stakeholders in the CRE industry. I worked with a variety of clients, including REITs (Public & Private), Real Estate Funds (Debt & Equity), Real Estate Operating Companies, Community Development Financial Institutions (CDFIs), and tax-credit syndicators.As acting head of the department, I also worked with the following products: Revolving Lines of Credit (RLOC), Subscription Facilities, Net Asset Value (NAV) Financing, GP & Management Fee Facilities, Warehouse Loans, A/B Note Purchasing, Note-on-Note Financing.

Zurich, Ch

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services. In this role, I was recruited to lead underwriting efforts with the CMBS and balance sheet (stabilized & transitional) platforms, with $120 million in loans closed. Additionally, I actively sourced new loans through collaboration with industry relationships and private wealth management bankers, as well as, prepared and presented comprehensive loan approval memorandums to senior management and credit committees.

Paris, Fr

Natixis Corporate & Investment Banking (CIB) is a leading global financial institution that provides advisory, investment banking, financing, corporate banking, and capital markets services to corporations, financial institutions, financial sponsors, and sovereign and supranational organizations worldwide.In this role, I managed the loan underwriting process, from screening to closing of CMBS and portfolio loans (stabilized & transitional), encompassing all real estate asset classes across the United States, with $2.4 billion in loans closed. Business development responsibilities included sourcing new commercial real estate loan opportunities and also pursuing business with existing client base with continued loan management and through cross-selling bank products. Additionally, I created and refined financial models via Excel and ARGUS for projecting property level, borrower, and lender returns. Developed and implemented strategies to maximize the value of underperforming assets, including modifications, workouts, litigations, foreclosures, and bankruptcies. Oversaw the performance of 14 loans (Total Debt of $3.7 billion) within a diverse portfolio of performing and non-performing commercial real estate loans.

Keysite Capital Partners (now defunct) was a startup investment firm managing a portfolio of real estate finance solutions for select owners and investors. The Keysite portfolio consisted of stretch senior, subordinate mortgages, and mezzanine loans on multiple property types in the Greater New York City market. In this role, I underwrote subordinated debt investments (Mezzanine, Preferred Equity, B-Notes) across select real estate asset classes in the Greater New York City market on behalf of an institutional United States public pension fund. Additionally, I implemented the corporate strategy of a newly created operating company, established the construction of credit risk policy guidelines and governance in coordination with the investment manager and pension fund, and created financial models/templates used for cash flow analysis, portfolio management, valuation, and credit risk.

New York, New York, Us

Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. In this role, I was recruited to analyze Commercial Mortgage Backed Securities, examining the underwriting of the collateral covering all asset classes of real estate across the United States and Canada. Subsequent analysis was used to determine the credit risk profile for new issuance securitizations. The analysis is documented within the securitization presale reports where I led and managed the process of developing these reports on collateral totaling $12 billion.Additionally, I trained junior staff in cash flow analysis, market research, credit risk, and structured finance; conducted on-site meetings with borrower representatives to investigate property and market conditions.

Boadilla Del Monte, Madrid, Es

Banco Santander is a leading financial institution, founded in 1857 and headquartered in Spain. It has a meaningful presence in 10 core markets in the Europe, North America, and South America regions, and is one of the largest banks in the world by market capitalization. In this role, I generated underwriting analysis for multi-family, retail, office, and industrial properties ≥ $15 million in deal size; the resulting analysis assisted senior management in determining the credit risk of loans.Additionally, I created risk-adjusted return on capital, exit analysis, and re-capitalization financial models for the credit committee, advised senior management on the market movement of interest rates through daily rate sheet and pricing model, and aided relationship managers with pipeline generation, onsite property visits, and market research.

London, Gb

In this role, I conducted valuation and testing of mortgage-backed securities, interest rate swaps, and FX products for hedge effectiveness; subsequent evaluations assessed volatility levels and market risk.Additionally, I maintained financial analysis reports of monthly profit and loss under strict deadlines, reviewed new hedging strategies with various financial products in coordination with treasury teams, and assisted in the reconciliation of financial data across company trading and valuation platforms.

London, Greater London, Gb

In this role, I oversaw 22 investment banks' trade settlements for securities to complete compliance regulations, matched outstanding trades and IPO settlements through SQL, and managed the Financial Wires Group, which had a perfect record of back office data transfers.Additionally, I created new business opportunities in compliance, which led to streamlined AML procedures and directed the development and analytics of an AML software platform which saved $100,000/year per bank.

Master Of Business Administration (M.B.A.), Finance, General

Ba, Psychology