Miles Smith Email & Phone Number

Atlanta Metropolitan Area

NIL Financial Advisor, Official Partner of University of Georgia Athletics, Official Financial Advisor for Las Vegas Tight End Brock Bowers.

Atlanta, Georgia, United States

New York, New York, United States

US Cash Equities

New York, New York, United States

Experience covering: US Credit, EM Credit (LatAm), SSG, Relationship Lending. Responsible for communicating the trading desk’s risk profile, trading strategy and governance framework to senior management, the Firm’s regulators, and other internal control groups.Responsible for making risk decisions that align with the Firm’s risk appetite and incentivizes appropriate risk-taking behavior. Duties include analyzing and approving large or complex trades, designing, and setting… Show more Experience covering: US Credit, EM Credit (LatAm), SSG, Relationship Lending. Responsible for communicating the trading desk’s risk profile, trading strategy and governance framework to senior management, the Firm’s regulators, and other internal control groups.Responsible for making risk decisions that align with the Firm’s risk appetite and incentivizes appropriate risk-taking behavior. Duties include analyzing and approving large or complex trades, designing, and setting risk limits and making decisions regarding capacity allocation. Work on various projects including but not limited to FRTB, VaR development and the creation of a variety of stress tests.Experience using SQL to aggregate and analyze data. Show less

Dallas-Fort Worth Metroplex

Analyst for a $400MM+ portfolio comprised of both securitized and non-securitized Hotel, Office, Retail, Multi-family and Student Housing assets across the US.Assist Asset Managers in the reporting, forecasting, and implementation of proactive strategies to increase value to both operating deals as well as ground up developments.Create quarterly performance models to re-underwrite assets and analyze QoQ variances in value and returns.Present quarterly asset reports as… Show more Analyst for a $400MM+ portfolio comprised of both securitized and non-securitized Hotel, Office, Retail, Multi-family and Student Housing assets across the US.Assist Asset Managers in the reporting, forecasting, and implementation of proactive strategies to increase value to both operating deals as well as ground up developments.Create quarterly performance models to re-underwrite assets and analyze QoQ variances in value and returns.Present quarterly asset reports as well as the status updates of Capex work to the client’s investment committee.Correspond with property managers to monitor market and in-place rents, occupancy, renewals, Capex, monthly financials, and delinquency.Track redevelopment of both common area amenities as well as individual units on these operating assets to ensure the property is receiving the appropriate returns.Support asset managers with oversight of the development process. Review construction draw packages and ensure these packages are in line with invoiced costs.Analyze development reports and relay material information that may affect the development to the Asset Manager. Show less

Greater Atlanta Area

Business Management. Planning and budgeting for the book of business, tracking and reporting performance to plan, and developing a clear view of market conditions and competitive landscape.• Produced $200k+ in new business during my tenure.• Worked with brokers to strategize how to attract new, quality business.Underwriting Execution. Responsible for new and renewal underwriting execution, including selecting risks in line with PURE’s strategy and underwriting guidelines… Show more Business Management. Planning and budgeting for the book of business, tracking and reporting performance to plan, and developing a clear view of market conditions and competitive landscape.• Produced $200k+ in new business during my tenure.• Worked with brokers to strategize how to attract new, quality business.Underwriting Execution. Responsible for new and renewal underwriting execution, including selecting risks in line with PURE’s strategy and underwriting guidelines, operating within authority and documentation guidelines and following up on accounts and closing new business.• Conduct due diligence on all potential customers to assess their risk profile.• Analyze risk profile over time including losses that may have occurred to determine if a client is too risky for the business and should not be renewed.Broker Partnership. Development, maintenance and management of agent partnerships; development of strategies and goals for agents and tracking of progress; and positioning PURE within an agency, including:• Delivering exceptional, timely, complete and accurate service to agents• Developing trusted, respected and lasting relationships with agent partner• Working with agents to craft best solutions for their client Show less

Bachelor'S Degree, Political Science And Government

Activities and Societies: Varsity Football (2015 Ivy League Champions, 2017 All-Ivy Honorable Mention, 2017 New England Gold Helmet Award.

Business Bridge Program

High School Diploma