Thomas Tan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Structured Finance GroupCMBS/CRE

New York, Ny, Us

Collaborate with the Revenue team, Human Resources, and City Labor Relations office to acquire and organize data to build the Fringe Benefit model for forecasting future spending.Utilize the model to analyze data from 2018 to 2021 for the following three Fiscal Years and decrease planned fringe benefit expenses of the current fiscal year by 14%.Analyzed historical overtime budget data to build a model that forecasts the spread patterns of corporate overtime spending; Used tableau to visualize the spread pattern and presented it to the head of the department.

Washington, District Of Columbia, Us

Conducted thorough economics & market research for potential investment opportunities; Worked with experienced brokers or joint-venture partners to research property features. Established a property database by using Excel to track both on and off-market opportunities for future investments.Performed real estate underwriting and DCF analysis and built financial models to analyze property investment returns. Prepared weekly pitch deck on target investments.

Administration & Review Committee: Assisted newly found student organizations on establishing organization constitution. Reviewed and examined student organizations’ sustainability, and qualification.

Kowloon, Hong Kong, Hk

Conducted due diligence for two clients by performing market capitalizations, tested their regulatory compliances, and analyzed financial statements to understand the client’s market performances and corporate structure.Provided suggestions on possible financial and regulatory solutions to clients for their IPO processes based on industry research and benchmarks.Analyzed and evaluated firms’ post-IPO performances by validating financial statements including balance sheets, income statements, cash-flow statements, loan documents, and credit records.

New York, Ny, Us

Analyzed business financial statements, performed ratio analysis for risk assessment, completed judgment of management and strategy, performed credit analytics, data maintenance, and made sound credit decisions.Utilized production data from 2014 to 2017 in the company filings to build a financial model and project revenue two years into the future; Constructed the maturity table by analyzing the debt structure to forecast debt growth.Provided bond valuation based on Moody’s Credit Opinion and Fitch’s rating reports.Conducted supportive reports and recommendations for further investments.

Student Life Committee: Conducted research on Sexual Health issues and bystander intervention at other institutes. Worked closely with committee members on establishing the Sexual Health and Conduct Ambassadorship program.

• Researched on investment vehicle, evaluated and analyzed existing and potential investment including capital market analysis, carried out multi-asset class portfolio data analysis, trained financial model, and evaluation.• Supported team efficiency and organized meetings/reporting, developed operation procedures.

West Covina, California, Us

Assisted Project Manager by conducting research on target firm’s background, general information, and financial statements.Attended roadshows and evaluated target firm’s proposal by analyzing firm’s performance, firm’s product, and firm’s development direction.

Master'S Degree, Real Estate Finance & Investment

Bachelor Of Arts, Bachelor Of Science, Financial Economics, Business Analytics

Summer Semester, Economics

High School