Trey Ashley Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

Management of multiple private equity investment portfolios of real estate assets. Multi-faceted role includes general Fund management, modeling, asset management oversight, transaction support, employee training, investor reporting and ESG responsibilities. More details below: - Primary role: Portfolio Management for the Hines flagship U.S. opportunistic Fund series. Secondary role overseeing fund management of three legacy Funds for a tier 1 investor. - Oversight of and coordination with regional asset and property managers and other investment management personnel, managing Fund business and operations; - Transaction support for acquisitions, dispositions and debt closings, representing Owner / Fund; - Advanced asset and portfolio level modeling and decision analysis; creator / designer of portfolio roll-up and related processes; Quarterly internal asset valuations and presentation to valuation committee; - Training and mentorship of analysts; case study writing and proctoring to analysts, interns and for recruiting program; - Investor and internal reporting, deliverables and forecasts; INREV reporting; - ESG Portfolio Manager for a legacy fund with tier 1 investor - originator and manager of GRESB submissions and ESG program going on 6-years. Achieved 100% utility data coverage, near 100% LED replacements and automated utility monitoring systems across the portfolio; - ESG Portfolio Manager for the U.S. opportunity fund with first submission to GRESB in 2023 - creation of ESG Policy, ESG Development Standards and coordination of other ESG efforts; - Representative in cross-function groups for data management and global processes.

Houston, Texas Area

Management of multiple private equity investment portfolios of real estate assets. Multi-faceted role includes general Fund management, modeling, asset management oversight, transaction support, employee training, investor reporting and ESG responsibilities. More details below: - Primary role as Director of Portfolio Management for the Hines flagship U.S. opportunistic Fund. Secondary role overseeing fund management of three legacy Funds for a tier 1 investor. - Oversight of and coordination with regional asset and property managers and other investment management personnel, managing Fund business and operations; - Transaction support for acquisitions, dispositions and debt closings, representing Owner / Fund; - Advanced asset and portfolio level modeling and decision analysis; creator / designer of portfolio roll-up and related processes; Quarterly internal asset valuations and presentation to valuation committee; - Training and mentorship of analysts; case study writing and proctoring to analysts, interns and for recruiting program; - Investor and internal reporting, deliverables and forecasts; INREV reporting; - ESG Portfolio Manager for a legacy fund with tier 1 investor - originator and manager of GRESB submissions and ESG program going on 6-years. Achieved 100% utility data coverage, near 100% LED replacements and automated utility monitoring systems across the portfolio; - ESG Portfolio Manager for the U.S. opportunity fund with first submission to GRESB in 2023 - creation of ESG Policy, ESG Development Standards and coordination of other ESG efforts; - Representative in cross-function groups for data management and global processes.

Houston, Texas Area

Management of a private equity investment portfolio of real estate assets in Russia and Brazil. Acting as the fiduciary for the investor and project manager for the fund's various assets and activities.Includes: Argus - Excel modeling, quarterly investor report consisting of leasing, financial and fund updates, annual budget process, oversight of and coordination with in-country team on leasing and operating activities, market research presentations, scenario analysis, and investor relations.

Houston, Texas Area

Management of a private equity investment portfolio of real estate assets in Russia. Acting as the fiduciary for the investor and project manager for the fund's various activities.Includes: Argus - Excel modeling, quarterly investor report consisting of leasing, financial and fund updates, annual budget process, oversight of and coordination with in-country team on leasing and operating activities, Market research presentations, Scenario analysis, and investor relations.

Houston, Texas Area

Financial reporting and compliance for real estate funds with investments in Emerging Markets.

Houston, Texas Area

Lead Senior Accountant responsible for MEC, general ledger accounting, financial statement preparation and tax compliance.

Individual and business tax return preparer, auditor, preparer of financial statements, and accounting information systems

Fredericksburg Fitness: In Home Personal Training; Legal, marketing, bookkeeping, tax preparation, and management of clients and contractors

Main duties included: Account reconciliation and bookkeeping

Master Of Business Administration - Mba

Business process analysis, general consulting, marketing techniques, technology utilization and implementation, learning corporation.

Bachelor Of Science, Business Administration

150 total credit hours to be eligible for CPA Exam including 30 credits in accounting