Small balance and conventional Fannie Mae/Freddie Mac multifamily loan originations. Top of house production strategy and portfolio retention.

Senior Fixed Income Analyst covering Agency CMBS/CMO portfolios

Commercial Real Estate - Multifamily/Agency• Won Q3 2019 Greatest of All Transformations (GOAT) award for work on Financial Engineering and automation • Responsible for Financial Analysis and Strategy for an Off-Balance Sheet Agency Portfolio of $40B (FHA, Fannie Mae, Freddie Mac) and Multifamily On-Balance Sheet Portfolio of $7B in loan outstandings.• Tracked and Forecasted Headcount of over 200 employees in Commercial Real Estate.• Created vendor-free web applications to inform headcount budgeting decisions, visualize maturity schedules, and forecast P&L based on Agency Fee and Volume assumptions.• Headed technology learning for the Finance Rotation Program Learning Committee and migrated Financial Reporting from an Excel and Email template to be on an online Web Portal

• Led project implementing Japanese Stewardship Code, allowing the firm to take on two sizeable accounts; communicated with over 100 Japanese Companies’ upper management through email and phone calls• Became familiar with FactSet and Bloomberg Terminal by providing attribution analysis to be presented to clients• Reported portfolio performance on internal company calls on a regular basis

As an Intern I have consulted with a social enterprise selling agricultural products, providing: A Business Model Evaluation, Market Research, Pricing Analysis, Market Segmentation, International Market Sizing, Financial Analysis, and Research and Recommendations on the Buy-One Give-One Business Model.