WORK EXPERIENCE
LNR Property Corporation Quincy, MA
Financial Analyst & Project Manager - Commercial Property March 2006 to present
Group
Create and maintain financial models to evaluate current and potential future
investments
Update financial models to evaluate project performance
Measure, analyze, and communicate risk exposure in potential real estate
acquisitions and dispositions
Perform market research to support project economics and to verify assumptions used
in modeling/underwriting
Identify economic and general issues with potential economic impact
Interact with Senior Development staff to maintain project and resolve issues
Assist with the disposition of assets and evaluation of economic returns
Perform due diligence on potential land transactions and other acquisition targets
Perform market research on multiple real estate classes (commercial, retail,
industrial, residential, multi-family)
Develop weekly and quarterly presentations for Executive Investment Committee
Aided development and project management of $30 million infrastructure plan for
SouthField Phase 1A
Assisted in the development and project management of $2 million SouthField
Marketing Center
Act as property manager for existing tenant base and site maintenance (549 acres)
Wellington Management Company, LLP Boston, MA
Client Service Analyst - Institutional Client Services July 2001 to March
2006
Perform future cash flow and liability analysis on fixed income portfolios
Estimate sensitivity of client portfolios to various interest rate movements
Execute ad hoc analysis of impacts on potential portfolio restructuring
Research collateral detail for client mortgage-backed and asset-backed assets
Compile portfolio and market data for client meetings
Assist in composition of quarterly portfolio review letters to clients
Monitor portfolio characteristics to ensure compliance with investment guidelines
Supply clients with yearly rating-based reporting analysis on their invested assets
EDUCATION
University of Massachusetts at Bachelors of Business Administration
Amherst
Major: Finance
Minor: History
Activitie Member of Isenberg School of Management Finance Club
s:
Founded Minuteman Investment Club (1999 - 2001)
Member of UMass Men's Club Ice Hockey Team
CFA Charterholder - awarded in June 2006
COMPUTER SKILLS
Proficient in MS Excel, MS Powerpoint, other MS Office applications, Lehman Point,
Salomon Yield Book, Discoverer, Bloomberg, Factset
PERSONAL INTERESTS
Real Estate, Investing, Outdoors, Ice Hockey, Skiing, Soccer, Travel