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Senior Associate Resume

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Denver, CO

PROFESSIONAL EXPERIENCE

Confidential, Denver, CO

Senior Associate

Responsibilities:

  • Support 2 industrial acquisitions, cumulatively 1,300+ acres, in market and property analysis, underwriting, due diligence, and investment memorandum preparation for presentation to senior management and investors
  • Co - direct the firm’s asset and property management functions for over 1 million square feet of retail and office investments; negotiate leasing terms, manage tenant relations, prepare legal documents, successfully appeal property taxes, produce financial reports for investors, create annual property budgets, and implement new organizational technology to promote effective internal communication and drive efficiencies
  • Provide comprehensive support for a 150+ acre multi-use development from the initial investment vision to construction and leasing; collaborate with architects and construction managers to maximize IRR
  • Work closely with the Acquisitions Principal to identify, source, and track acquisition opportunities
  • Analyze existing portfolio operations to identify expense savings and revenue growth opportunities

Confidential

Project Manager Associate

Responsibilities:

  • Selected to co-manage 2 critical global regulatory initiatives; used data analytics and work flow process analysis to revise and implement policies, reducing error rates, meeting tight deadlines, and addressing risk concerns

Asset Management Analyst

Confidential, Chicago, IL

Responsibilities:
  • Advised ultra-high-net-worth real estate professionals and mid-sized institutions on asset allocation strategies,leveraged investing, and wealth planning solutions on a client-facing team with over 150 clients and $3B in AUM
  • Created pitch books to project portfolio investment returns via Monte Carlo simulations based on long term capital market assumptions, providing financial projections and asset allocation guidance to clients
  • Led team’s business development and Request For Proposals (RFPs) processes from start to finish; only analyst to successfully onboard and manage a high-net-worth client relationship from an external network

Confidential, Chicago, IL

Fixed Income Trader

Responsibilities:

  • Managed an independent proprietary trading book consisting of U.S.
  • Treasuries and Treasury futures using fundamental, statistical, and technical analysis, netting over $1MM in P&L
  • Entrusted by senior partners to manage portfolios with full discretion during Asian and European market hours; executed the highest volume among Asian/European Market Traders, averaging $2B in notional value daily

Confidential, Chicago, IL

Equity Options Trader

Responsibilities:

  • Managed a discretionary equity options portfolio consisting of 70 equities on the Designated Primary Market Maker desk generating over $500,000 in P&L for the firm

Confidential

Financial Sales Intern

Responsibilities:

  • Assisted with delivering client training sessions and conducted market research to identify sales opportunities

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