•Develop and maintain a 10-year, enterprise-level Anaplan forecast encompassing over 60,000 properties, analyzing acquisitions, dispositions, and cost structures to guide strategic decision-making.•Maintain and refine the company’s internal valuation model, analyzing both debt and equity components (exceeding $100M in financing) to optimize the cost of capital and support long-term strategic initiatives.•Conduct valuation analyses, develop pro forma statements, and assist in execution strategies for JV deals (spanning a warehouse loan of over 3,000 properties) and M&A opportunities, providing insight into growth prospects and optimizing capital allocation.•Review term sheets, manage due diligence, and execute hedging strategies (e.g., interest-rate caps) on portfolios over $50M, ensuring covenant compliance and mitigating interest-rate volatility.•Prepare comprehensive underwriting packages, encompassing rent roll analyses, BPO variance reporting, and financial projections for properties involved in agency financing, securitizations, or private placements, ensuring alignment with internal capital allocation strategies and lender requirements.•Coordinate monthly board deck materials, streamlining distribution by ~10%, and collaborate with management, investor relations, and rating agencies to ensure clarity, transparency, and stakeholder buy-in on capital markets updates.

•Assisted in creating Excel-based underwriting models for multifamily housing projects, including LIHTC, student housing, Section 8, and assisted living, to support investment decisions.•Supported a $30M multifamily refinance by preparing NOI, vacancy, and DSCR reports, while building underwriting models to evaluate strategic initiatives and enhance property performance.•Conducted ad hoc financial analyses on strategic initiatives, creating sensitivity, probability, and NPV models to evaluate new services, technology integrations, and revenue management approaches, ultimately informing concession strategies worth over $80K annually.•Led the budgeting process for over 15 properties, performing market research, rent trend analysis, budget preparation, variance tracking, and fund allocation to optimize financial performance.•Built a comprehensive CapEx financial model (including sensitivity tables and scenario analysis) for five multifamily properties, identifying a potential $15K monthly NOI increase and boosting each property’s valuation by over $300K at prevailing cap rates.•Enhanced operational performance across more than 50 properties by building a dynamic financial KPI dashboard using Excel and Yardi data, integrating over 1,000 monthly financial line items and tracking 30+ KPIs to drive data-driven insights and more efficient decision-making.

•Attended advanced workshops led by the Goldman Sachs MD, gaining insights on top-down portfolio allocation strategies, event studies, and econometric modeling.•Built robust valuation frameworks by incorporating comparable company analyses and multi-year financial statement forecasts (balance sheet, income statement, and partial cash flow) to assess healthcare and consumer defensive stocks.•Recommended a stock that reached its target price within one month by leveraging a three-scenario (bull, base, bear) approach for varying market conditions.•Mentored two junior analysts on forecasting methods, DCF fundamentals, market research, and presentation skills, elevating the overall quality of group pitches.•Integrated macroeconomic indicators from Bloomberg to refine WACC assumptions and valuation inputs, presenting weekly updates to senior analysts and portfolio managers.•Contributed to a final investment decision to add new stocks to the portfolio, highlighting historical EBITDA multiples, risk assessments, and strategic insights in weekly presentations.

•Optimized CRM and portfolio management systems, resulting in a 20% increase in operational efficiency.•Gained expertise in financial software like Tamarac and Foxtrot, enhancing account management efficiency by streamlining reporting processes and reducing data entry time by 15%.•Conducted comprehensive market research using Schwab Advisor Engine, providing actionable insights that influenced investment strategies for over 50 senior advisors.•Assisted in the strategic realignment of investment portfolios, ensuring adherence to the company’s investment goals and improving portfolio performance metrics.•Developed an innovative Excel-based covered call writing model integrated with live Thinkorswim data, optimizing the identification of covered calls for the highest expected returns.