Mark Leitter Email & Phone Number

Orlando, FL, US

Greater Orlando

• Represents buyers and sellers of retail investment assets throughout the state of Florida
• Advise clients on a variety of topics ranging from Market positioning, acquisition/disposition, financing, and asset management
• Client origination and servicing, underwriting current and prospective assets, and management of client assets through the closing process

Orlando, Florida, United States

Orlando, Florida, United States

Austin, Texas

• Lead governance calls and coordination efforts for the public Strategic Partnership Network investment managers (JP Morgan, BlackRock, Morgan Stanley, and Neuberger Berman) with over $8 billion in AUM.
• Liaise with the Chief Compliance Officer, Risk/Asset Allocation and Sequel Development teams, and State Street Bank on projects that increase reporting efficiency and education of derivative and compliance rules.
• Facilitate derivative trading setup for internal and external managers through 3 Futures Commission Merchants (FCMs) and 14 International Swaps and Derivatives Association counterparties (ISDAs), as well as liaise with.
• Directly manage a task force of internal staff and external consultants responding to legal, compliance, proxy, and tax requests from brokers and investment managers.

• Created and maintained cash and liquidity reporting in a tiered structure to help risk and asset allocation teams better forecast and maintain cash reserves.
• Validated and prepared hedge fund, private equity, and real asset fundings, including calculation of management and incentive fees.
• Lead monthly global markets calls with the custodian to review and facilitate opening of markets/currencies for internal and external managers.
• Verified and reported trade confirmation details of internal and external manager over-the-counter derivatives contracts.

Heathrow, FL

• Aggregated client investment data, including performance analysis, fact sheets, enrollment kit reports, model portfolio allocations, fund mapping analyses, replacement recommendation packages, and fund swap investment.
• Produced quarterly investment manager statements, including manager style pages, asset allocations, risk/return slides, capital markets commentaries, and percentile rankings across various asset classes.
• Created diagnostic analyses for prospects with current investment menu gap analysis, current fund performance, and reports from company managers.

Orlando, Florida Area

• Assisted in the formation and implementation of a cost-cutting strategy for physical settlements that both reduced cost and exposure to the firm’s buy-ins by over 33% each.
• Reconciled internal settlement accounts used between prime brokers and researched inconsistencies in cash and security accounts to be resolved and recorded for auditing.
• Disseminated various reports ranging from hourly “DK” reports to evaluating trade exposures to the firm, as well as issuing letters to clients on potential buy-ins and locating securities available for loan on short.
• Assisted other associates and customers with various issues including updating P&L statements, running daily regulatory reports, and providing deficit reports to the firm.

Orlando, Florida Area

• Analyzed comparable properties and applied appropriate property and transaction adjustments in the application of various valuation techniques used to incorporate a final valuation of subject properties.
• Interviewed market participants and brokers for verifying relevant property and market data.
• Performed detailed and relevant market analyses for various property subgroups.
• Met strict client deadlines while multi-tasking several active appraisal reports.

• Performed earned value analysis calculations for cost management on 6 multimillion dollar U.S. government contracts
• Created excel spreadsheets for reporting on upcoming weekly performance trends
• Updated and revised various performance reports for weekly, monthly, and quarterly meetings for project and program managers
• Assisted senior financial analysts with various customer contract issues