Investment Management, Underwriting

Joshua Thomas Eadie

434-***-**** ****.*****@*****.***

https://www.linkedin.com/in/josheadie

EDUCATION

UNIVERSITY OF PITTSBURGH, Pittsburgh, Pennsylvania May 2016 Joseph M. Katz Graduate School of Business

Master of Business Administration, Finance

Member: Finance and Real Estate Clubs

University Endowment Portfolio Practicum Investment Committee Member CFA Institute Research Challenge Team Member

CFA Institute June 2016

Level 1 CFA Candidate

VIRGINIA POLYTECHNIC AND STATE UNIVERSITY, Blacksburg, Virginia May 2011 College of Architecture and Urban Studies

Bachelor of Science, Industrial Design

Virginia Tech Hokies Division 1 Football Team: Defensive End

Member of Virginia Tech 2010 ACC Championship team and 2009 Chick-Fil-A Bowl Champion team.

Atlantic Coast Conference Academic Honor Roll 2009-2010 PROFESSIONAL EXPERIENCE

U.S. TRUST, New York, NY June 2015 – August 2015

Global Wealth & Investment Management Summer Intern U.S. Trust operates as Bank of America’s private bank, managing over $78 billion in assets while catering to some of the nation's wealthiest clients.

Reviewed Private Client Advisor team business plans and client activities (e.g. center of influence referrals, client referrals, FSAs, etc.) to understand business strategy and key drivers

Analyzed client Investment Portfolio Statements to better understand asset allocation within our platform

Witnessed internal capabilities in exotic derivatives, equity sales, portfolio trading, and alternative investments.

Sourced new leads and developed prospect pitches for Private Client Advisors

Prepared marketing and approach presentations and outlines for strategic initiatives

Collaborated with internal partners, such as Portfolio Managers, Structured Credit, Wealth Strategists, and Trust Officers to learn team member roles in client acquisition and retention.

Attended prospecting events as well as sat in on prospective phone calls.

Observed internal thought leadership meetings and pipeline initiatives

Researched extensive client data to aide in relationship deepening and progress. MADISON REALTY GROUP LLC, Pittsburgh, PA October 2011 – August 2014 Lead Underwriter and Asset Manager

Madison Realty Group is a full-service Real Estate Acquisition, Development, Investment, and Management firm with experience developing and managing properties through-out the Eastern United States.

Prepared pro-forma financial statements using Argus DCF modeling software and strived to develop proficiency in numerous other software applications

Arranged financing for new assets and re-financing for existing properties to reduce annual debt payments by $100k

Collaborated with the Building Manager for cost effective solutions to maintenance issues resulting in increased Net Operating Income

Evaluated short and long-term real estate investment opportunities for Pittsburgh-based firms

Underwrote potential acquisitions across the greater Pittsburgh region totaling over $96 million

Negotiated and structured Lease Agreements with tenants and brokers to achieve 90% occupancy across all properties

Supported all development and redevelopment across 17 projects

Redesigned company website to enhance user experience and better suit client needs FRANKLIN INTERIORS, Pittsburgh, PA June 2011 – October 2011 Asset Management/Product Receiving and Storage

Franklin Interiors provides innovative and effective office furniture solutions in Pennsylvania and West Virginia.

Oversaw the company's entire product stock storage and transportation as well as performed installation in the field

Developed extensive knowledge and proficiency in time management, task completion, and job skills training as a team leader and shift manager

TECHNICAL SKILLS

Bloomberg Certified, S&P Capital IQ, FactSet, Argus Modeling, Microsoft Excel, Adobe Creative Design Suite, AutoCAD

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