Professional Experience Real Estate

Charles T. McErlean

*** ******** **, *** **, New York, NY 10012

m: +1-203-***-**** e: *******.********@*****.*** PROFESSIONAL EXPERIENCE

Hiscox Ltd. New York, NY

Underwriter, Financial Lines Oct ‘15 – Present

• Generate $200,000 average new monthly premium for Hiscox’ Financial Lines portfolio in the Northeast through strategic insurance underwriting of Private Companies & Not-for-Profit Organizations

• Underwrite private-equity sponsored transactions for companies within Real Estate, Oil & Gas, Healthcare, Consumer, and Manufacturing sectors with $10mm-$1bn in total assets

• Perform detailed credit analysis and produce underwriting memos in respect to exposures and coverages Phoenix Equipment Corporation Perth Amboy, NJ

Associate, Asset Acquisitions Jun ’12 – April ‘15

• Assisted in the acquisition and brokering of 6 idled industrial processing facilities in the chemical, petrochemical, power & utility, and pharmaceutical sectors, totaling $18mm in fees over 3 years

• Built financial models for acquisition targets using IRR and NPV analysis, cash-flow projections, discounted cash-flow analysis, liquidation and replacement valuation analysis

• Formed investment memorandums and presentations for prospective buyers and investors Emerald Asset Management Lancaster, PA

Associate Intern, Equity Research Sept ’11 – April ‘12

• Originated and updated existing 3-statement operating models and discounted cash-flow (DCF) models for small & mid-cap equities within the consumer discretionary, industrials, and technology sectors

• Created capital-raising presentations for Emerald’s value and growth funds, highlighting returns and portfolio appetite trends

• Participated in roadshows and investment offerings with senior analysts Keefe, Bruyette & Woods, Inc. New York, NY

Summer Analyst, Sales & Trading Jun ’10 – Aug ‘10

• Built PowerPoint presentations using Bloomberg fixed-income market data on US Treasury bonds, domestic retail-investment banks, mortgage lenders, insurance carriers and other financial institutions

• Performed risk analysis project on investment-grade rated notes bonds with call provisions for FIG group

• Assisted in the review and reporting of KBW-issued trust preferred securities (TruPS) and convertible securities

EDUCATION

Franklin & Marshall College Lancaster, PA

Bachelor of Arts in Business May 2012

• Major GPA: 3.4 / 4.0; SAT: 1910 Coursework: M&A Senior Seminar, Corporate Finance, Accounting, International Economics, Marketing, Portfolio Management

• Activities: Student Managed Investment Portfolio, Men’s Varsity Lacrosse, Men’s Club Ice Hockey, Chi Phi Fraternity

SKILLS, CERTIFICATIONS, & INTERESTS

Languages & Skills: Conversational Proficiency in Spanish, Formal Credit Training, Microsoft Office, Visual Basic (VBA), Bloomberg Terminal, FactSet

Interests: Real Estate, Investing, Skiing, Running, Reading, Golf

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