Mouhamed Diallo

** ******* ******, ********, ** *2343

ad3jap@r.postjobfree.com • 1-978-***-****

Profile

CFA charterholder boasting over 5 years of real estate asset management experience and over 3 years of consulting experience including M&A and strategic planning. Relevant Skills: Investment Valuation - Financial Modeling - Financial Statement Analysis - Market Analysis Professional Experience

BRIGHTHOUSE FINANCIAL – Boston, MA July 2023 – Present Fortune 500 company with over $100 billion in assets under management Portfolio Management Analyst II

● Leading manager due diligence meetings on subadvisor platform for multiple asset management firms

● Collaborating on setting asset allocation decisions on $30 billion carveout

● Providing investment oversight and evaluation of investment activities in assigned portfolios

● Providing qualitative and quantitative attribution and peer group analysis on equity, fixed income and asset allocation portfolios

● Successfully employing Morningstar to aid in the evaluation of managers and the formulation of recommendations and analyses

● Support the coordination, preparation and timely delivery of quarterly and annual Board materials BOSTON FINANCIAL INVESTMENT MANAGEMENT—Boston, MA March 2018 – July 2023 Evolved from Analyst to Asset Manager for the Southeast region Asset Manager

● Successfully overseeing the performance of a regional portfolio of 79 multifamily properties syndicated through the LIHTC program. Monitoring real estate and investment performance while implementing proactive strategies to maximize operational performance, mitigate risk, enhance cash flow and improve property valuation for disposition

● Utilizing real estate investment analysis techniques and financial models to evaluate and forecast individual property performance

● Reviewing, documenting and approving requests for investor equity installments in accordance with Partnership Agreements

● Year-end review and analysis of audited financial statements and tax returns

● Completing quarterly risk rating of property and investment performance including write-ups and action plans through financial statement analyses

● Reviewing and processing calculation, billing and collection of priority distributions and upper tier share of cash flow

● Developing and implementing management strategies to address operational, market or physical deficiencies at the property. Identifying specific areas of concern to determine causes and remedial actions in order to monitor, protect and maximize investor benefits (tax credits, losses and distributions).

● Projecting future residual, tax losses and cash flow distributions, using appropriate applications and models.

● Responding to special requests for information from investor and internal clients on a regular basis, both through informal interactions and formal presentations. Asset Management Analyst

● Performed financial statement analysis, modeling, and forecasting for real estate investment properties

● Ran scenario analyses on company portfolio to inform Senior Management decisions regarding Covid-19

● Conducted various analyses including debt service coverage tests, loan sizing tests and high risk and high value analyses

● Reviewed and analyzed quarterly financials and annual property audits and tax returns

● Processed capital installments in accordance with the Partnership Agreements

● Calculated cash distributions according to waterfall priorities

● Conducted market research on multiple developers and geographical markets in the region

● Worked closely on projects with senior management exploring new ventures for the company CONSULTANT—Hudson, MA March 2015 – March 2018

Worked as an independent consultant in partnership with Morrissey Goodale LLC and Nordico Search LLC Financial Analyst/Consultant

Mouhamed Diallo

32 Linwood street, Holbrook, MA 02343

ad3jap@r.postjobfree.com • 1-978-***-****

● Performed financial analysis, modeling, and forecasting for a multitude of merger and acquisition deals in the Architecture, Engineering and Construction Industry (AEC)

● Assisted in strategic planning projects by conducting market research, financial benchmarking and forecasting, management and client interviews, and employee surveys

● Provided research, sourcing, and evaluation on multiple buy-side and sell-side M&A deals for dozens of clients in the AEC industry

● Drafted and reviewed company valuations, ownership transitions and other client deliverables

● Assisted in executive recruiting services for Nordico Search LLC

● Developed Nordico Search LLC’s executive search business

● Reviewed proposals and performed various administrative tasks pertaining to deal generation

● Assisted in business development and project management by taking projects from the lead stage to signed agreements

MORRISSEY GOODALE LLC—Newton, MA, USA September 2013 – February 2015 Management Consulting firm providing services for the AEC industry in the US Consultant

● Conducted financial benchmarking and analysis, valuations, management interviews, client interviews, employee surveys, and market research on numerous strategic planning projects

● Leveraged proprietary and online databases to build lists of candidate firms to present to clients on multiple mergers and acquisitions projects in the AEC industry

● Maintained and updated a database of domestic and international mergers and acquisitions deals in the AEC industry internationally

● Drafted and reviewed various deliverables for submission to clients

● Managed project updates for clients

Additional Information

Languages: Native proficiency in English, French, and Wolof. Intermediate in Spanish. Technologies: Familiar with Bloomberg Platform Proficient in Microsoft Office (Word, Excel, Access, PowerPoint), Salesforce, Constant Contact, Crelate Education

CFA Charterholder: Passed all exams and received charter in 2023 REGIS COLLEGE—Weston, MA December 2013

Bachelor of Science in Business Management

Concentration: Accounting

Minors: Economics and Mathematics

GPA: 3.83

Awards & Honors: Magna Cum Laude; Dean’s List (all semesters); Alpha Lambda Delta Honor Society; ITA Scholar-Athlete Award (4 years); New England Collegiate Conference Championship Winner

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