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Financial Analyst

Location:
Santa Monica, CA
Posted:
April 29, 2016

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Resume:

LUCAS BROWN

**** **** ** #*, ***** Monica CA ****5

916-***-**** acukjv@r.postjobfree.com www.Linkedin.com/in/LucasLBrown EDUCATION

Pepperdine University, Graziadio School of Business and Management Malibu, CA

- MBA Degree, Finance Concentration (2yr Program) May of 2015 California State University, Sacramento Sacramento, CA

- Dual BA Degree, International Business & Marketing Concentration January of 2009 SOFTWARE TRAINING STRENGTHS

- MS Excel, Word, PowerPoint, Access - Financial Statement Analysis

- Bloomberg & Trading Platforms - Valuation Modeling

- IBM SPSS Analytics Software - Market Research and Analysis

- QuickBooks & Adobe Packages - Forecasting & Budgeting

- CRM, Prezi, TREPP, and much more - Wealth & Portfolio Management EXPERIENCE

REPUBLIC INVESTMENT COMPANY, Century City, CA March 2015 – December 2015 Republic Investment Company primarily focuses on investing and managing commercial real estate in Los Angeles and New York with over 40 properties and a concentration on value-added deals between $5-50 Million. Portfolio Manager & Financial Advisor

Worked directly for the ultra-high-net-worth founder and managing principal as a financial advisor and portfolio manager for personal investment portfolios as well as commercial real estate collateral accounts with total AUM around $75M.

Responsibilities included recommending and managing core portfolio holdings (individual equity and fixed income securities, mutual funds, hedge funds, and alternative investments), and directly overseeing the risk, performance, fee structure, and asset managers of various actively managed separate accounts including UBS, Wells Fargo, and Deutsche Bank. TCW GROUP – TRUST COMPANY OF THE WEST, Los Angeles, CA June 2014 – August 2014 One of the nation’s largest bond mutual fund families with over $160B in AUM with a proven track record of providing investment management solutions for institutions, endowments, foundations, and high net worth individuals with strong risk adjusted returns. Portfolio Analyst: Fixed Income Risk Management

Worked on the fixed income trading floor within the securitized products division of TCW/MetWest.

Worked directly for managing directors and had responsibilities that included building financial models for monitoring and evaluating various securitized products (such as agency and non-agency MBS, CMBS, ABS, and CLO’s), following monthly changes in the existing holdings and purchases of the Federal Reserve’s quantitative easing program, and analyzed macroeconomic trends in various international labor markets.

INDOMITABLE ENTERTAINMENT, Santa Monica, CA April 2014 – June 2014 A growing medium sized executive production company that works in film financing, investor relations, production, and advisory consulting for feature films and digital entertainment with a proven track record with films like “Soulsurfer” and “Whistleblower” Financial Analyst

Worked as an assistant to the president of film for upcoming feature films like “Ivanhoe” starring Liam Neeson and “Little Rootie Tootie” starring Christopher Walken.

Developed extensive funding models, databases, and financial statements using excel to help with budgeting, investor profit participation, and box office market research to help forecast use of capital and resources for venture deals. L.L.B. HOLDINGS, Sacramento, CA January 2007 – August 2013 An investment fund designed to establish initial start-up capital to help incubate small business ventures. Owner and Operations Manager

Created a holding company for various small business start-up ventures in various industries including WESTPOINT ANALYTICS, a weekly financial commentary newsletter about current market strategy and trends, FOLSOM CARPET CLEANING, a full-service eco- friendly carpet/tile cleaning company, and EARTH DEPOT, an outdoor supply delivery company along with residential/commercial landscaping and maintenance.

Gained broad and extensive experience within various business start-ups including operations management and logistics, quarterly income and expense reports with projections, sales trend analysis, equity analysis, employee hiring/training, and cost efficient marketing strategies. Learned how to juggle various operations, budgeting, growth and re-investment, investor profit participation, and selling ownership, all while satisfying multiple owners.



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