Business Development and Investor Services, Associate
Resume:
Jonathan R. Anthony
Montclair, NJ 07042
***********@*****.***
Professional Experience
Prudential Real Estate Investors Madison, NJ
Business Development and Investor Services-Associate 8/13-Present
Contribute to the team responsible for raising $15 billion globally in investor capital from 2010-2014 for
real estate equity and debt strategies across the risk spectrum.
Responsible as the $16 billion PRISA Fund Product Specialist to communicate all details about the product
both internally to colleagues and externally to prospects and investors.
Responsible as the $1 billion U.S. Real Estate Debt Fund Product Specialist for all stages of the marketing
cycle from product develop to prospect due diligence materials.
Participate in prospective client sales meetings and current investor review meetings.
Work closely with Portfolio Managers to create and provide portfolio reporting to investors.
Establish and maintain relationships with PREI’s largest investors, consultants, and Key Accounts.
Business Development and Investor Services-Analyst 8/10 -8/13
Developed and deployed project management plans to assist in the rollout of new internal real estate
systems.
Compiled and analyzed data on dozens of PREI’s largest investors to develop the top 25 Key Accounts.
Completed time sensitive Request for Proposal (RFP) documents that are directly linked to over $2 billion
in capital raised.
Goliath Partners LP Upper Saddle River, NJ
Hedge Fund Merger Arbitrage Analyst 9/08-8/10
Collaborated directly with Portfolio Manager returning 7% annualized on merger arbitrage transactions.
Conducted due diligence, spread analysis and risk analysis on all merger arbitrage deals.
Created merger arbitrage models in Excel to understand risk/return profiles.
Analyzed and read merger agreements and proxies to understand legal details and structure of transactions.
Tracked, monitored, and logged all announced merger arbitrage deals on a daily basis.
Participated in M&A conference calls to gain insight on details and risk associated with potential
investments.
Marketed our strategy and operation to potential investors.
American Portfolios Financial Services, Inc. Holbrook, NY
Operations Analyst 1/08-9/08
Processed and monitored more than $300 million of incoming assets each month.
Provided sales support to more than seven hundred financial advisors.
Collaborated effectively across all business units to solve difficult problems on a daily basis.
Education
Rutgers University, State University of New Jersey Newark, NJ
Master of Business Administration Anticipated graduation 2015
GPA: 3.8/4.0
University at Albany, State University of New York Albany, NY
Bachelors of Art in Economics and minor in Business Administration Class of 2007
GPA: 3.5/4.0
Honors: Graduated Cum Laude, Dean’s List, National Dean’s List and Chi Alpha Epsilon Honor Society
Skills
Project Management: Strategy, implementation and execution
Microsoft Office: Excel, Word and PowerPoint
MRI Real Estate Software, Resolve Real Estate Software, Pivotal CRM Software and Qvidian RFP Software
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