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Austin, TX, 78731
September 13, 2018

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Nathaniel G. Vasquez

**** *** ********* ******* ** Austin, TX 78731 Main: 512-***-**** Financial Management Professional

Analytical and Result driven financial professional who adapts seamlessly to constantly evolving financial processes and technology. Expertise in corporate finance, financial analysis, projections, and investments. CFA Level 1 Candidate with a Bachelors in Business Administration with a major in Finance. Areas of Expertise


Financial Investments

Relationship Development

Financial Projections

Cross-Functional Team


Public Speaking

Critical Thinking

Microsoft Office

Executive Relationship


GAAP Knowledge

Professional Experience

August 2018 - Present Austin, Texas

Financial Analyst LeadingEdge : Currently Working at Southwest Housing Compliance Corporation (SHCC)

Leading edge hired me on as a temporary financial analyst to streamline financial practices for a group of firms in the Austin area. SHCC is my first assignment.

Reviewed Section 8 multifamily units to ensure the adjustments were properly established.

Streamlined iREM data to be sent to The Department of Housing and Urban Development (HUD). April 2018 - Present Austin, Texas

Co-Founder/Managing Partner (Financial Analyst) Texas Shield Capital, LLC. Brought on board as a Financial Consultant, developed equity research by performing pro-forma financial statement analysis and valuation models. Managed the client investment portfolio through an affiliated company and calculated financial ratios. Created a quality control plan for pre-funding that tailored to the specific needs of the company which included: the overall underwriting process, validation methods, and risk assessments.

Built a business plan for alternative investments of $5 million in Hard-Money Loans by with a budget of

$30,000.00 .

Prepared comparisons of the company’s return on investment versus traditional investment vehicles for the quarterly brochure.

April 2010 - June 2012 March 2017 - April 2018 Austin, Texas Vice President of Operations (Financial Analyst) Relief Tax & Retirement Advisors, Inc. Originally hired as the Executive assistant to the CEO to prepare quarterly taxes and assist in administrative work. Left the company to pursue my degree in Finance and later promoted as the VP of operations. Oversaw $3.6 million in real estate development and regularly reported directly to the CEO over Profit and Loss Statements.

Reduced construction build time by 1 month resulting in a reduction of +$200,000.00 of interest in promissory notes.

Created and Maintained Income Statements, Balance Sheets, Invoicing and Salary Distribution with the use of Quickbooks Online (Accounting Software).

Conducted Best Value procurement for contractors and subcontractors to ensure the best price for performance.

Nathaniel G. Vasquez

5217 Old Spicewood Springs Rd Austin, TX 78731 Main: 512-***-**** August 2016 - January 2017 San Marcos Texas

Junior Fixed Income Manager (Analyst) Student Managed Investment Fund The goal of the program was to expose the students to the issues involved in the management and investment strategies of an endowment. It focused on investment analysis, asset allocation, portfolio monitoring, evaluating and rebalancing.

Managed ~ $150,000.00 and analyzed publicly traded companies from the Fixed Income and Industrials/ Basic Materials sector.

After reviewing the current position the sectors, we recommended an additional buy of 5% of our current holdings in the industrials/basic materials sectors to increase the conservative strategy for the next 6 months.

Education & Professional Development

Texas State University, San Marcos, Texas

Bachelor of Business Administration, M ajor:Finance Internships:

October 2012 - April 2013 Austin, Texas

Agent Staff / Team Intern

Developed and maintained long-term relationships with policyholders and small business entities

Research and customized service proposals for clients.

Organized company files and created a support system to decrease employee workloads. April 2012 - September 2012 Austin, Texas

Diplomatic Intern / Management Intern Travis County Clerk

Worked closely with the Intergovernmental Relations to ensure that Travis County’s legislative agenda was communicated in an accurate, effective and professional manner.

Raised pedestrian safety awareness by creating a commercial on how to stay safe in the Austin area.

Ensured all buildings were up to Safety Regulators Code by testing automated external defibrillators


Seminars: R eal Estate Investment Association (REIA), Real Estate “State of the Union” Address, 2017 * Global Asset Management Education (G.A.M.E.) Forum 2016 * Toastmasters International,Competent Leadership Program 2016 * Toastmasters International Competent Communication Program * Circle K International (CKI) 59th Annual Texas-Oklahoma District Convention: The Power of Service, 2013 Technical Skills: M icrosoft Office (Word, Excel, Powerpoint, Outlook )* Bilingual in Spanish * Quickbooks Online (Accounting Software) * Co-Construct (Project Management Software) * Bloomberg Market Concepts

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