Steven Lore Email & Phone Number

Chicago, Illinois, United States

I am a Senior Associate with Capright, currently assisting senior Capright staff with research, financial analysis, and valuation of commercial real estate assets within the United States. These assignments consist of various property types including office, industrial, retail, and multi-family assets primarily owned by institutional investors.

Marion, IL

- Founding member of a private school in Marion, Illinois- Direct and lead a school with 9 board members, 10 employees, and 44 students- Set goals and recommend school operating budget for upcoming year- Establish policies pertaining to: board function, finances, tuition collection, compliance with local and state laws, hiring/firing personnel, parent or.

Marion, IL

- Responsible for financial consulting, budgeting, analysis, and risk management of Tru-Bilt Building Company, as well as parent and sister companies- Train group of bookkeepers and office staff throughout entire organization on basic accounting processes - Preform month end close activities including closing journal entries, variance analysis, and.

Northbrook, IL

- Settled Bank Loan trades for the Bank Loan Portfolio and AIMCO CLOs- Read Bank Loan Credit Agreements to find terms of the loans to update financial models- Served as back-up accountant for month end and year end close procedures- Maintained VBA code in Portfolio Monitoring Excel files for optimal file performance

Northbrook, Illinois

Senior Analyst for Allstate's Technology Finance organization. I consult directors in IT at Allstate on finance decisions related to employee and general operating expenses. In this position I provide monthly reports on overall financial strength/pressures and potential opportunity areas. This is accomplished through detailed planning and forecasting.

Carbondale, IL

-Assisted a Ph.D. in the department of Finance at the College of Business at SIU with academic research.-Used Excel VBA to import 13F text files from the SEC edgar database.-Composed summary reports on existing academic research from Finance and Economics Journals.Position required:Literature ResearchData ResearchData CollectionProofreading

Carbondale, IL

-Created monthly performance attribution for internal analysis and external reports-Executed quantitative optimization to reduce tracking error relative to the S&P 400-Created a repeatable process for implementation of risk management, trading, and reporting-Developed a cap-weighted sector index to simulate returns for a stock with only 3 years of.