Peter Phelps Email & Phone Number

Developed and maintained cash flow models for a 115+ property portfolio, totaling more than $6 billion in asset value.Worked closely with the CFO and Director of Investor Reporting to respond to investor requests. Created tailored reports for investors requiring detailed knowledge of the company’s financial state. Analyzed significant amounts of data to determine loan-to-value ratios, internal rates of return, equity multiples, etc. Used these data points to determine past financial performance and project future performance.Worked as a project leader managing a team of two financial analysts, auditing financial data and maintaining an internal database used to track the firm’s total assets under management.

Worked in a team environment learning the importance of team goals versus individual accomplishments.Followed a tight schedule, meeting expectations to ensure tasks were done to perfection.Learned the importance of managing time very precisely.Dedicated 20-30 hours per week on practice and competition.Simultaneously maintained a full academic schedule

Assisted in creating simple and efficient financial models for use in communicating and reporting to clients.Complied an extensive database of Private Equity Groups to aid in future business prospecting. Called Private Equity Groups to set up meetings to discuss Marshall and Stevens valuation services.

Assisted Global Wealth Management Advisor with office work.Worked with highly classified data that had to be entered mistake free into a computer database.Used Excel functions (e.g. vlookup, pivot tables, ect.) to ease the process of moving copious amounts of data.