Marco Pacheco Email & Phone Number

San Francisco, Ca, Us

United States

San Francisco, California

Management Consulting· Successfully designed, developed, and implemented a customized Tableau dashboard for a major technology client, providing stakeholders with cross-functional visibility across five critical HR programs. Demonstrated strong leadership skills by effectively managing the deployment process and ensuring successful adoption.· Delivered comprehensive training and development sessions for HR data analysts, encompassing end-user training, dashboard maintenance, and database management best practices. Facilitated engaging and interactive learning workshops, ensuring effective knowledge transfer and competency development.· Spearheaded the process redesign initiative for a major healthcare client, streamlining their quarterly data conversion cycles through the integration of enhanced analytical checks, sorting, and data conversion into unique files as part of a larger ERP migration project, resulting in a 40% improvement in the efficiency and timeliness of procedural steps.· Designed and maintained BI interfaces using DAX coding, leading data auditing reviews to ensure accuracy and implementing Power Queries to validate healthcare compensation data for 100+ bargaining units, providing project stakeholders with actionable insights and driving project success.

San Francisco, California

Benchmark Datafeed Implementation - Content & Technology Solutions

San Francisco, California

San Francisco, California

San Francisco, California

·Responsible for growing and supporting a book of +$4MM in Annual Recurring Revenue, spanning 240 users across 12 large institutional asset managers and hedge funds·Use advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client workflows including Excel modeling, company research, and portfolio analysis·Develop effective retention strategies and content that helps retain more than 95% of my account book·Facilitate meetings and presentations to key stakeholders, ongoing training and optimize client workflows through eliminating inefficiencies & redundancies

San Francisco, California

• Managed a portfolio of real estate securities that make up ~2.5% of the total diversified $560k fund and has consistently outperformed the S&P benchmark by >1% since inception• Created an asset allocation strategy for our real estate portfolio based on macro market indicators and class survey data• Responsible in the completion of presentation materials for potential investments that include financial analysis, market research, due diligence findings, and returns analysis• Updated class weekly domestic and global economic performance and forecast future values of key market measurements• Delegated meaningful tasks to my security analyst such as financial performance analysis and modeling on our current holdings and potential opportunities for our real estate sector

Sacramento, California

• Member of a team responsible for establishing new partnerships and underwriting new investments to add to our $31.8bn real assets portfolio• Built and updated a REIT comparable analysis model that analyzes risk assessment, investment cost analysis, investment valuation and key qualitative and quantitative metrics• Automated a time-weighted return model using Visual Basic programming to increase flexibility and user interaction• Was involved in the development of an investment pacing model to manage infrastructure exposure and plan capital deployment• Executed meaningful tasks such as building presentation materials for our consumer segment plan

• Used forecasting tools and data platforms such as Bloomberg Terminal and Excel to analyze revenue variance, business pipeline, and industry trends• Monitored and analyzed financial, statistical, and operational data trends within the Real Estate sector• Presented an original valuation analysis and investment recommendation for RMR Group Inc. to portfolio advisors and managers, which resulted in the purchase of $7,029 work of shares• Built valuation comps, spreads, and models to analyze REIT equities such as EBITDA Multiples and a 5Y DCF EBITDA Exit

Sacramento, California Area

• Was part of the team working to integrate one of the largest and most dynamic information technology systems throughout the State of California• Developed and maintained database structures to improve the efficiency of our team's effort in extracting data to support the development and production of administrative reports• Analyzed departmental documents for appropriate distribution and filing• Answered inquiries and addressed, resolved, or escalated issues to management personnel to ensure staff satisfaction