Real Estate Management

ESSIE QU

***** ***** ******, ********, ** ***** (626) 354 - 7220 *******@*****.***

OVERVIEW

Passionate in pursuing a career in commercial real estate

Strong analytical and quantitative skills

Passed CFA Level I exam

Graduated from University of California, San Diego with a degree in Economics

EXPERIENCE

Evergreen Capital Partners, LLC Oct 2010 - Present

A private real estate investment firm Los Angeles, CA

Real Estate Analyst

Create financial models to evaluate Comparable Market Analysis, NOI, cap rate, construction budgeting, earnings

forecast, LTVs calculations, and other various projects for the management team

Perform exhaustive due diligence over 100 properties relating to new investments, including the review of third party

reports, title, rental history, historical financial statements, and purchase agreement

Systematize CMA process in Excel models to increase productivity by 4800%

Determine optimal exit strategies, and project future returns for residential and multi-family properties

Assist in due diligence, acquisition, and deal structure, interact with brokers, investors, and general contractors

Western Asset Management - over $450 billion AUM Aug 2010 - Sep 2010

Temporary Portfolio Admin (2-month project) Los Angeles, CA

Administrated 25 investment portfolio accounts, and ensured the integrity of daily trade transactions

Maintained the accuracy of portfolio database, monthly reconciliation, and performance reports

The Bank of New York Mellon Oct 2009 - Apr 2010

Account Analyst Los Angeles, CA

Managed multiple high-profile fixed income portfolio accounts exceeding $1B in market value

Resolved trade related discrepancies through interfacing with both internal and external counterparties

Caris & Company Mar 2009 - Sep 2009

An investment bank that provides equity research services and M&A advisory San Diego, CA

Intern Equity Research Analyst

Conducted industry research and market analysis amongst small-cap and mid-cap technology companies through

10-Ks, 10-Qs, press releases, and various third-party resources

Performed intensive research over 3 semiconductor companies, and analyzed quarterly earning calls via FactSet to

aggregate data of company historical performances, profit margins, R&D, EPS, and earnings projections

SKILLS

Advanced knowledge in Excel, Word, PowerPoint, and Photoshop

Efficient with Financial Modeling, SQL, and working knowledge of Bloomberg

Native fluency in spoken and written Chinese (Mandarin)

EDUCATION

University of California, San Diego Sep 2007 - Sep 2009

BA, Economics emphasis in finance San Diego, CA

Provost Honors Award

UCSD Rady School of Management

Corporate Finance, Product Marketing and Management, and Global Business Strategy

Passed CFA Level I exam, CFA Scholarship Award

LEADERSHIP & INTERESTS

UCSD Undergraduate Investment Society 2008 - 2009

Vice President External San Diego, CA

Planned and co-organized the 4th Annual Financial Conference that served over 300 professionals and students

Launched the MBA Q&A Panel to foster students’ education through networking with alumni from world top business

schools. Invited 4 MBA Alumni from Harvard, Wharton, and Stanford to participate in the event

Initiated the Executive Luncheon Program to network with local investment firms on a quarterly basis

Led team of 5 members to advertise UIS brand and initiated 30+ contacts with local businesses and professionals

UCSD Financial Professionals Network, Mentor 2009 - Present

UCSD Student Foundation Investment Committee, Analyst 2008 - 2009

OTHER: Swimming, tennis, hiking, piano, and art (learned art for 10 years since 4 yrs old)

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