Mark P. Lacoy

** ***** **, *******, ** ***** 603-***-**** ac016c@r.postjobfree.com

Core Competencies: Real estate data collection, investment marketing/operations, financial modeling, appraisal techniques, relevant

industry research, relationship management, and develop/direct ad hoc requests for management/clients.

Experience:

General Information Services, LLC January 2017 – Present

Insurance Underwriting Inspector Fairlawn, NJ

Receive work assignments electronically from GIS for NH inspections.

Provide excellent customer service to policyholders while scheduling appointments and conducting surveys/ inspections.

Communicate in person, over the phone, and via email with GIS, policyholders/homeowners, and insurance agents.

Complete field surveys/ inspections while adhering to all of GIS field policies and procedures.

Upload completed work to company Quality Assurance department via the internet.

Barclays September 2013 – January 2016

Fixed Income Sales Assistant Boston, MA

Supports 15 institutional sales people on the Global Fixed Income sales desks focusing on corporate, municipal,

high yield, government, interest rate derivatives, repurchase agreements, and securitized products.

Entrusted with all aspects of trade capture from entry to allocation of underlying funds.

Delegated to be repurchase agreement point person between sales and clients for all trading aspects.

Responsible for account openings of clients looking to trade under new legal entities or new sub accounts.

Liaison with traders, trader assistants, sales people, and clients regarding trade capture or ad hoc requests.

Assist the internal operations departments and clients’ back office to resolve any settlement issues

Barclays October 2012 – September 2013

OTC Prime Brokerage Middle Office Analyst New York, NY

Supported intermediation and clearing for the Global Rates and Credit trading desks to ensure accurate and timely

trade capture using Broker confirmations, Sales recaps, term sheets, and trader blotters as documentation.

Responsible for the lifecycle of interest rate and credit default swaps including exotic, listed indices, index swaps,

forward rate agreements, and swaptions.

Liaison with traders, trader assistants, sales assistants, and fund administrators regarding prime brokerage client issues.

Reconciliation of position breaks between front and back office systems to reduce trading risk.

Assisted in development/implementation of industry clearing initiatives and the technology needed to support clients.

Deutsche Bank January 2011 - December 2011

Senior Operations Analyst Jacksonville, FL

Transaction Management Group

Responsible for Greeks P&L, Risk and, proper booking methodology of vanilla and exotic interest rate swaps,

currency swaps, swaptions, bonds, etc.

Supported the Global Rates trading desks to ensure accurate and timely trade capture using different forms of documentation such as Broker confirmations, Sales recaps, term sheets, and trader blotters.

Liaison with traders, trader assistants, and sales assistants regarding trade capture issues and ad hoc requests.

Entrusted with processing any exceptions required as a result of discrepancies raised by the back office groups

such as Collateral, Settlements, and Documentation.

Assisted with block trade allocations for hedge fund clients that have over $1 billion in assets under management.

Brighton House Associates LLC February 2010 - December 2010

Alternative Investments Research Analyst Southborough, MA

Researched and communicated with institutional investors via phone or email, in order to learn of their

current activity and investment interests in alternative investments.

Entrusted as coordinator for 150 alternative investment managers with researching and completing due-diligence

questionnaires for industry request for proposals (RFPs).

Delegated to manage four hedge fund, two fund of hedge fund, and two private equity fund clients focusing on

long/short equity, global macro, credit, event driven, multi-strategy, buyout, and venture capital strategies.

Assisted funds’ investor relations teams in sourcing qualified investors, updating marketing materials, data analysis,

and providing travel support for marketing campaigns.

Write weekly and quarterly articles for the company’s various publications, which are distributed to

clients and investors globally.

Supported account executives with on-boarding process and prospecting potential fund manager clients.

State Street Bank & Trust Corporation December 2007 - January 2010

Senior Associate Performance Analyst Boston, MA

The Private Edge Group

Supported the delivery of performance and attribution reporting of private equity and real estate investment

analytics, for five high-profile institutional clients invested in over 300 combined funds on a monthly/quarterly basis.

In charge of performance measurement calculation/analysis, investment report preparation, and cash flow analysis.

Accounting responsibilities: journal entries of subscriptions and redemptions for invested partnerships.

Processing of quarterly management fee and reconciliation for institutional clients.

Completion of quarterly investment monitoring reports in a quantitative/qualitative analysis.

Built/Maintained relationships with fund managers and clients on a weekly/monthly/quarterly basis.

Vision Appraisal Technology February 2002 - February 2003

Appraisal Data Collector Northborough, MA

Conduct site evaluation inspections in NH to collect necessary data for establishing and updating appraisals of

commercial and residential real estate properties for tax purposes.

Collect data to measure, identify and list records for real property, take digital photographs,

verify property condition data, and update progress of building permits.

Education:

JMB Real Estate Academy (75 Course Hours) May 2017

Real Estate Appraisal Procedures-Completed Apr 2017 Chelmsford, MA

Real Estate Appraisal Principals-Completed May 2017

National Uniform Standards of Professional Appraisal Practice-Completed May 2017

Supervising Beginning Appraisers (Required for Trainees)-Completed June 2017

Hawaii Pacific University May 2007

Master in Business Administration Honolulu, HI

Concentration: Finance GPA: 3.54

Franklin Pierce University June 2005

Bachelor in Science Degree in Finance Rindge, NH

Magna Cum Laude GPA: 3.53

NHCTC-Manchester April 2002

Certificate in Real Estate Appraisal (75 course hours) Manchester, NH

Contact this candidate