Healthcare Real Estate - Medical Office Originations

Healthcare Real Estate Underwriter

Commercial Rotational Program Analyst: 2-year rotational program with formal credit training, professional development and exposure to senior leadership.Rotation 3: Energy (Houston, TX) Rotation 2: Healthcare Real EstateRotation 1: Financial Institutions Group

• Constructed a fully functioning Excel model that uses loan level data from asset-backed security (ABS) issuers, separating loans into different subsectors for the purpose of tracking delinquency and cumulative net loss trends • Produced a monthly report that aggregates the performance of Ally and other competitor’s retail auto loan ABS issuances • Participated on market update calls with various investment banks to gain an understanding of the current asset-backed security environment• Researched ABS presale reports provided by major rating agencies including S&P, Moody’s and Fitch• Introduced to statistical analysis software in order to format data properly into the Excel model • Coordinated across the organization to groups such as pricing, underwriting, and risk to help formulate requirements for project

• Completed due diligence prior to a $10 M investment in the private company Aperia Technologies• Performed daily reconciliation of private account balances with custodial bank using Excel• Tracked the fund’s historical performance against a universe of similar pension funds in order to show how the company provides downside protection for it’s municipalities• Compiled historical contributions from the company to help resolve a discrepancy with a municipality