Real Estate Office
Resume:
Mitchell S. Rosen
* ******** ***** - **, *** Rochelle, NY 10801
**********@*****.***
EXPERIENCE
Morgan Stanley, New York, NY Dec 2011 to May 2018
Vice President, Global Corporate Real Estate (GCRE) Planning and Analysis group
• Served as financial controller and business partner to GCRE division within corporate services with specific input into the preparation of the Firm’s occupancy spend.
• Managed team of three that served as guardian of Firm P&L reporting for real estate projects.
• Participated in the development of the Firm's global occupancy budget and forecasting, producing a semi-annual power point presentation of 5-year global P&L forecast of space/occupancy spend.
• Created financial models to support management decision making on potential real estate transactions, including renewals, subleases, consolidations, and construction projects, ensuring compliance with the firm’s accounting policies and GAAP.
• Analytical support on net present value (NPV), reserve "charges" for impaired real estate assets.
• Provided value-added financial review, analysis and reporting to senior management, GCRE management, the business units (BU) and support/controller units on new facilities projects.
• Collaborated with finance, IT, legal, operations, treasury, corporate tax, and accounting policy departments to provide comprehensive advice and support on real estate projects. Markit, New York, NY Sep 2007 to Feb 2011
Vice President, Structured Finance Group – Residential MBS, Loan-Level Data Team
• Led the creation of a loan data product, delivering inputs to support evaluated bond pricing and cash flow model updates; communicated product vision and strategy to clients.
• Co-led an analyst team of five focused on acquiring, managing, fixing and ensuring quality of loan level data on more than 15 million unique records.
• Established relationships with trustees and servicers that led to access to new loan data, running quality checks and requesting corrections to data.
• Worked with the development team in architecting the processing tools needed to bring the product to fruition, as well as identify any issues for developers to prioritize and implement. Moody’s Investors Service, New York, NY Oct 2005 to Sep 2007 Assistant Vice President, Structured Finance Group – Commercial MBS, Surveillance Team
• Monitored CMBS transactions to assess credit risk and update long-term bond ratings, which involved financial modeling of cash flows and market research of all real estate asset types.
• Presented recommendations to rating committee and worked with managers to improve processes.
• Communicated with loan servicers in evaluating CMBS deals and approving borrower requests.
• Utilized databases and created spreadsheets to assist with surveillance and rating’s practices. Philips Electronics North America Corporation, NY, NY May 2004 to Sep 2005 Real Estate Associate, Corporate Real Estate Department
• Part of 2-person team responsible for day-to-day project and transaction management of Philips N. American real estate holdings, including leasing, subleasing, and dispositions. Portfolio totaled over 130 properties and 14 mm Sq. Ft., with a mix of office and industrial space.
• Analyzed feasibility and valuation of potential property sales, lease buyouts and terminations; coordinated special projects and presentations for senior management.
• Handled landlord/tenant relations, office closures, contract review and other related agreements. Mitchell S. Rosen (cont’d)
EXPERIENCE (cont’d)
AIG Global Real Estate Investment Corp., NY, NY Aug 2000 to May 2003 Senior Real Estate Analyst, Direct Investments Group – U.S.A., Puerto Rico and fEurope
• Responsible for investment and asset management of portfolios in the U.S. (retail) and Western Europe (office and industrial) totaling 28 properties containing more than 10 million Sq. Ft.
• Analyzed and presented over $750 mm in retail/office/industrial investments; performed due diligence, including market research and financial/valuation analysis, to support recommendation. Bear, Stearns & Co. Inc., New York, NY Aug 1998 to Feb 2000 Equity Research Associate, Real Estate Investment Trusts (REITs) Group – Multifamily Sector
• Developed relationships with REIT executives to gain insight into their companies; wrote market and investment reports on apartment REITs based on valuation and fundamental analysis.
• Created earnings models and valuation analyses on the 20 REITs in the sector; originated a quarterly publication from the data that provided a comprehensive sector overview to clients. Lehman Brothers Inc., New York, NY Aug 1994 to Jul 1998 Associate, Affordable Housing Group and Analyst, Municipal Finance Group
• Assessed feasibility of more than $100 million in affordable housing investments utilizing pro forma, market study, appraisal, engineering and environmental reports.
• Raised over $3.3 billion for municipal bond clients; managed all transaction aspects, including structuring, liaising with traders, sales people, and legal counsel, and closing deals.
• Specialized structuring projects included creating an interest rate swap program for the eighth largest municipal electric utility that helped it remain competitive in a deregulating industry. EDUCATION
State University of New York at Albany May 1994
Bachelor of Science in Business Administration (Finance/MIS), Magna Cum Laude
• Varsity athlete - Baseball; Dean’s List and Golden Key National Honor Society
• 2 years as manager and analyst in finance department research group; datasets used in Thomson Financial Securities Data Corp and MuniFILINGS; independent study on municipal derivatives COMMUNITY
Read Ahead volunteer reading weekly to a 5 th grader at PS137 (2013-’17), NY Cares volunteer for NYC parks rejuvenating (‘12-’17), MoMA volunteer (‘05-‘10), Livestrong Foundation fundraiser (‘98-‘05), NYC marathon volunteer (‘03-‘05), High School student mentor (‘98), Leukemia/Lymphoma Society's Team in Training fundraiser and London marathon finisher (’97), American Diabetes Association planning committee for charity bike ride (‘96)
SKILLS
Microsoft Office Applications: Excel, Powerpoint, Word, Visio; SQL
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