Project Real Estate

Kyle A. Jarmon

**** ******** *** ************, ** 19128

732-***-**** **.******@*****.***

EDUCATION AND SKILLS

FORDHAM UNIVERSITY GABELLI SCHOOL OF BUSINESS Bronx, NY

B.S., Business Administration, Concentration in Finance December 2011

• Software Skills: Advanced Microsoft Office Suite: (VBA Macros, Pivot Tables, VLOOKUP & Power Point)

Bloomberg Terminal, Microsoft Dynamics CRM, Basic SQL programming

• 2 years experience with Excel financial modeling

WORK EXPERIENCE:

eMONEY ADVISOR, LLC Conshohocken, PA

Business Analyst June 2011 – Present

• Assisting advisors with company’s financial planning software product, which include investment, retirement, and education

planning, Monte Carlo Simulation and portfolio aggregation

• Organizing second level case resolution team and enhancing live streaming feeds on investments. Reduced system glitches by

34% over a six-month period

• Analyzing client planning needs and product suggestions for the QA team for software adjustments on new release versions.

Sampling data based on an average of 50 calls per day

• Formulating tier II client relationship/retention strategies for enterprise/multi-office market

FGI RISK SERVICES New York, NY

Junior Underwriter Intern January – May 2011

• Performed balance sheet analysis on various companies to determine liquidity risk for the purpose of trade credit appeals.

Oversaw $275,000 of total contract policies

• Streamlined valuation models analyzing financial statement profitability and projecting line item expected returns. Models

based on historical data and projected common size averages

• Conducted fundamental research of client-specific industries to improve risk policy framework. Worked with company

comptrollers to reinforce existing relationships as well as to cultivate prospective clients

TOWER INVESTMENTS INC. Philadelphia, PA (part time)

Cost/Budgeting Analyst April- September 2013

• Prepared capital structure models for private equity funds, bridging an expansion period for companies’ operations

• Led the development of a 26% expansion to the firm’s balance sheet

• Analyzed construction parameters for optimal levels of gross area and cost efficiency for senior debt financing

• Constructed financing and IRR data for mezzanine debt holder presentations and for reproduction into client pitch books

• Consolidated pro forma analyses for permanent financing of commercial real estate projects

KUSHNER COMPANIES New York, NY

Junior Underwriter Intern May-August 2010

• Provided daily assistance to the company directors in M&A project. Project scale totaled 1.8 billion

• Surveyed construction cost budgeting parameters for project cash flows on commercial real estate projects

• Collected and organized data into presentation format for company meetings. Findings presented to project community, which

included municipalities, material & utility companies, and co-developers

• Participated in director meetings with project community, took notes, and prepared debriefs for review sessions

New York, NY

MERRIL LYNCH

Portfolio Analyst Intern January-May

2009

• Conducted portfolio analysis and reallocation of assets to reflect clients’ changing investment strategies

and risk tolerance

• Collected daily market indicators from Bloomberg terminal which served as support to senior managers’ portfolio

recommendations

PUBLICATIONS AND INTERESTS

Publication:

• Crime-Terrorist Nexus: The Chechen Example, Atlantic Community.org, Spring 2010, http://archive.atlantic-community.org

• “U.S. Global Competitiveness: A Need For Infrastructure Investment and an Infrastructure Bank”, Foreign Policy Magazine (under

submission)

Activities and Interests:

• NCAA Football - Fordham University Rams

• Interests: Avid reader of Cormac McCarthy, spicy foods enthusiast, and keeping current with Excel modeling techniques

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