JEFFREY R. MERRIAM, CFA
Detailed analyst with experience in financial analysis, statistical modeling, and acquisition due diligence within the real estate investment industry. Skilled at identifying opportunities, interpreting data, presenting to capital partners and executive teams, and leading due diligence process for industrial, multi-family apartments, and creative office acquisitions. Member of CFA Society of Minnesota and NAIOP.
AREAS OF EXPERTISE
§ Underwriting Transaction Execution § Real Estate Due Diligence § Real Estate Acquisition Process
§ Big Data Analytics § Real Estate Investment Trusts § Statistical Modeling Analysis
§ Financial and Market Analysis § Real Estate Capital Markets § Cross-Functional Partnerships PROFESSIONAL EXPERIENCE
SCHAFER RICHARDSON, Minneapolis, MN August 2015 – Present Analyst Acquisitions and Capital Markets
§ Accountable for screening potential investments and leading extensive due diligence process from deal sourcing to closing.
§ Adept in preparing financial models in excel and Argus Enterprise, conducting sensitivity and breakeven analysis, applying different capital market and ownership structures, and performing market analysis.
§ Engage lenders and third party consultants as part of the due diligence process and manage issue resolution, including property condition, title, environmental, and revenue concerns.
§ Key member in establishing and growing SR Realty Trust, a private externally managed Real Estate Investment Trust.
§ Manage portfolio level analysis including cash flow projections and calculation of key financial metrics such as FFO and AFFO.
§ Lead analysis and development of investment summaries, presenting findings to investment committee and board members.
§ Work cross functionally with Director of Asset Management on creation of business plans and onboarding new acquisitions.
§ Assist with capitalization of multi-family developments through preparation of equity and debt offering memorandums.
§ Analyze capital market deal structures and calculate waterfall returns for joint-venture equity partnerships, driving visibility and opportunity to leadership team.
MARSH & MCLENNAN COMPANIES, Minneapolis, MN January 2014 – August 2015 Analyst (Operating Company: Guy Carpenter)
§ Applied statistical models to large client data to determine probability distributions of losses from natural catastrophes, utilizing SQL and Access to analyze large data sets.
§ Aided in the development of an underwriting tool focused on specific risk scenarios and aligned closely with vendors to correct errors on third party models.
§ Developed presentations and reports for clients on risk and key business strategies including identifying and analyzing risk for product expansions into new states.
§ Created model for reinsurers reallocating risk, delivering improved pricing models resulting in new business. Previous Professional Experience:
Intern at Oliver Wyman (Operating Company of Marsh & McLennan), June 2013 – October 2013
§ Recognized for performance and received a full time offer with Guy Carpenter – a sister company of Oliver Wyman. EDUCATION
UNIVERSITY OF RICHMOND, Richmond, VA 2013
Bachelor of Arts (B.A.) in Economics and International Studies and Minor in Mathematics CERTIFICATIONS PROFESSIONAL DEVELOPMENT
Chartered Financial Analyst 2018
§ Successfully completed all three levels on first attempt. ARGUS Software Training, Argus Software and Certificate Program 2015