Sara Khalafi

***** ****** **. #**■Torrance, CA **505■310-***-****■ aczd4g@r.postjobfree.com

BACKGROUND: Investments, Wealth Management, Executive Support, Commercial Real Estate, Marketing PROFESSIONAL EXPERIENCE

Arnel & Affiliates – Costa Mesa, CA

October 2014-Present: Investment Analyst/ Executive Assistant to Chief Investment Officer

Directly support the CIO & Director of Investments with overall asset allocation, macro-economic analysis, direct investment opportunities, and strategic direction of overall portfolio of approximately $1.2 bil AUM

(not including commercial real estate).

Executed the deployment of Addepar Investment Management Software to efficiently leverage resources and manage investment strategies. Addepar was selected after meeting with managers, family offices, advisors, vendors, etc, alongside the Director of Investments.

Responsible for monitoring daily cash activity of approximately $300MM in cash & equivalents.

Assisted in raising $100MM to fund a municipal bond portfolio to better suit the newly established Investment Policy Statement for each entity.

Review industry surveys and benchmarks, economic and demographic trends along with reconciliation and analysis of investment performance by updating the IRR model, Investment Cash Flows, and analyzing financial statements. Perform investment analyses (IRRs, sensitivity tables, ROI, etc.), ad hoc projects, and including but not limited to the family’s foundation support (The Argyros Family Foundation).

Liaison for Manager Investor Relations and updated FATCA & CRS Compliance requirements and monitor and compare investment manager fees.

Coordinate busy executive calendar management, preparing correspondence, memos, briefs, tracking expenses, manage contacts, and interface with managers, advisors and senior level executives on a daily basis.

University of California, Irvine Athletics Department, - Irvine, CA June 2013- June 2014: Sports Marketing/Community Relations Intern

Built and implemented marketing plans for an assigned sport along with assistance with the execution of game day marketing plans at basketball, volleyball, soccer and other campus events.

Managed student, athlete and mascot appearances for community and university events. Main contact for hiring potential actors for mascot position and conducted interviews and evaluated candidates.

Administration of game and event entertainment for the assigned sports including music, script writing and on-field promotions. Responsible for planning and managing of trade shows and sales events along with management of event budget.

Marcus & Millichap Real Estate Investment Services - Irvine, CA June 2011-January 2013: Commercial Real Estate Assistant

Established relations with title company representatives to facilitate well-organized closings as well as contracts between buyers and seller. Sustained relationships with clients through CRM.

Researched real estate trends, regional market data and analyzed financials to assist brokers in calculating list and offer amounts. Produced analysis based on market comparisons and analyzed transactions. Entered market data, analysis and summaries into corporate database.

Assisted real estate broker in marketing properties, locate vendors to produce and distribute marketing materials and request prices from them assuring the best quality products for the best prices. EDUCATION

-CFP Designation Courses. University of California, Irvine Extension –In Progress

-B.A in Business Economic. University of California, Irvine -Graduation date June 2014 SKILLS & AFFILIATIONS:

-Languages: English, Farsi, Assyrian, (Elementary) Hebrew and Spanish.

-Affiliations: The National Society of Leadership and Success (Sigma Alpha Pi); Undergraduate Business Association; Iranian Student Union; Mesa Court Leadership Institute; UC Irvine Women’s Crew; Chabad at UC Irvine