Manager Real Estate

Jordan Finkelman

***** ** ***** **. ? Miami, Florida 33176 ? 713-***-**** ?

ace6db@r.postjobfree.com

EDUCATION

University of Miami, Coral Gables, FL

Bachelor of Arts, Double Major in Economics and International Studies,

Graduated December 2012

Minor in Finance

Cumulative GPA: 3.55

WORK EXPERIENCE

Kaufman Rossin Fund Services, Miami, FL

Hedge Fund Accountant, July 2013 - June 2014

. Daily reporting for several Hedge funds with strict deadlines

. Worked closely with the team to provide timely and accurate delivery

of back office services consisting of a variety of reporting

deliverables for nine hedge funds including Fund of Fund and CPO

clients totaling over $115 million in AUM

. Processed capital activity, corporate actions, calculated carried

interest/performance incentives and initiated wire transfers

. Performed reconciliations of bank accounts, trade activity and

holdings; determined the market value of investment positions

. Prepared and distributed month-end Net Asset Value (NAV) packages and

overall profit/loss with investor allocations containing management

and incentive fee calculations, fixed and variable expense

calculations, financial statements, and investor statements

. Collaborated with portfolio managers, sub-advisors and brokers to

resolve valuation discrepancies.

. Independently maintained records and valuation models for vastly

different hedge fund holdings including real estate properties and

illiquid option securities

. Conducted audit and tax prep liaison interacting with auditors and the

tax team on behalf of engaged clients

Ocean Lawn Enterprises, Miami, FL

Investment Research Intern, October 2012 - December 2012

. Prepared weekly economic release and earnings calendars for the office

. Analyzed equity research reports from Goldman Sachs and provided

portfolio manager with relevant information

. Wrote and orally communicated investment recommendations including the

opportunities

Texas First Investment Management, Houston, TX

Financial Analyst Intern, June - August 2012, January 2013

. Analyzed stocks in client's portfolio with Value Line and Morningstar

and wrote summaries for the client

. Prepared financial statements for the firm at the portfolio manager's

request while home for winter break

. Reconciled bank statements and posted transactions on the general

ledger

Merrill Lynch Private Wealth Management Group, Miami, FL

Intern Associate, May - December 2011

. Updated client's performance data for mutual funds, ETF's, UTMA's,

Consults, and fixed income each week

. Created client reports of fund performance on excel from Wealth

Management System

. Reviewed and helped compare mutual fund profiles of clients for

financial adviser

. Organized the financial adviser's contacts on Salesforce software

Lionstone Group, Houston, TX

Intern Researcher, December 2007 - January 2008

. Researched commercial real estate property values and visited sites to

determine location feasibility.

. Proposed a plan to the President of the company for commercial area

development.

OTHER EXPERIENCE

Studied Abroad in Israel, August 2008 - June 2009

Student Volunteer

. Studied abroad in Israel and learned about a foreign culture,

religion, and economy

. Volunteered and supervised interfaith athletic activities for children

ages 9 - 15

Skills

. Proficient in Bloomberg, Microsoft Word, PowerPoint, Outlook and

Excel.

. Skilled in Advent Geneva and Advent Partner.

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