Lehigh Investment Management Group Analyst
Current- Pitching stocks and improving financial knowledge of the stock market- Analyst helping manage a $150,000 equity portfolio
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Wade Rogers is listed as Finance Student @ Lehigh University College of Business at Investment Management Group (IMG), based in New York, United States. AeroLeads shows a matched LinkedIn profile for Wade Rogers.
Wade Rogers previously worked as Lehigh Investment Management Group Analyst at Investment Management Group (Img) and Investments Summer Analyst at Zenith. Wade Rogers holds Finance, Accounting, General from Lehigh University.
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As an Investments Intern at Zenith, I am gaining experience in using Excel for pro-forma modeling to evaluate and project financial outcomes for various real estate investments. I develop detailed models that support precise forecasting and decision-making, and I assist in creating presentations that effectively communicate the benefits of potential projects to stakeholders. My role involves drafting LOIs for approved projects, ensuring they align with Zenith’s strategic objectives. I conduct comprehensive market research and build investment theses, analyzing market trends and underwriting scenarios to identify valuable opportunities. Additionally, I perform real estate valuation analysis to assess the financial impact of investments and development projects. All of these go into Investment Memorandums, which are reviewed by the Investment Committee. Combining a strong analytical approach with clear communication, I contribute to Zenith’s success in real estate investment and development.
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Bethlehem, Pennsylvania, United States
- Pitching stocks and improving financial knowledge of the stock market- Analyst helping manage a $150,000 equity portfolio
New York City Metropolitan Area
- Excel commercial real estate pro-forma modeling- Development of presentations on potential investments and development projects- Writing LOIs for approved projects- Market research and building investment theses, underwriting assets and investments - Real estate investment and development valuation analysis- Creating Investment Memorandums for Investment Committee review
- Developed 2 sales and financial projection concepts and models for future sales - Created leadership skills through the creation of business projections and forecasts - Used market research, customer surveys, and market averages to forecast sales - Created 3 slide decks to present information and research- Improved time management while managing work and school at the same time
San Jose, California, United States
- Assisted in redesigning elevators, saving $10,000+ - Coordinated vendor and contractor meetings, projects, and deadlines for company projects - Worked with 4 contractors and 10 subcontractors on the speed of projects and their financials - Saved over $150,000 in overall project construction and installation - Managed projects up to $250,000: remodeling of three elevators, installation of window film on an eight-story building, updating of COIs for 80 vendors/tenants
San Jose, California, United States
- Developed skills in notetaking and processing allowed me to become familiar with the accounting industry and accountant responsibilities - Introduced and learned the basics of income statements, balance sheets, and cash flows
Activities and Societies: Investment Management Group Analyst, 30K Committee, Finance Club, Real Estate Club, Chi Phi Fraternity, Sharing.
Activities and Societies: Varsity Soccer, Christian Service Program, Big Brother Mentorship Program
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Wade Rogers works for Investment Management Group (IMG).
Wade Rogers is listed as Finance Student @ Lehigh University College of Business at Investment Management Group (IMG).
Wade Rogers is based in New York, United States while working with Investment Management Group (IMG).
Wade Rogers has worked for Investment Management Group (Img), Zenith, Foreign Closet, Briggs Development, and Muscara & Pasquinelli Inc..
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Wade Rogers holds Finance, Accounting, General from Lehigh University.
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