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Sales Analyst

United States
February 19, 2020

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*** **** **** ******,

New York, NY *****




Oct 2017 – Present J.P. Morgan Asset Management New York, New York

Senior Associate: Investment Solutions and Product Strategy

Engage in a broad spectrum of product development services including launching long-only products, analyzing current product offerings, identifying new business opportunities, and defining/implementing business strategy. Collaborate with a variety of stakeholders including portfolio managers, legal, risk, compliance and fund companies to support building and execution of product enhancement, design and rollout

Select Experiences:

Led charge in developing a brand new multi-asset portfolio tailored for discretionary clients that are actively managed by outside sub advisors These efforts assisted in increasing private bank AUM by $100 million in the first quarter of strategy implementation

Evaluated opportunities to change mutual fund offering to adhere with industry trends by analyzing projected costs, returns, overall revenue impact and other downstream impacts

Responsible for creating materials that concisely articulate the strategy and structure of given product or solutions using schematics, proposals, memorandums and other detailed analyses

Actively perform due diligence on select strategies to make sure portfolio managers are meeting investment guidelines. This analysis on current strategies has led to closure or guideline changes of particular strategies

Create and develop the JPMorgan Securities dashboard, which presents relevant performance metrics for all traditional and nontraditional investments offering in asset management

Aug 2016 – Oct 2017 Bank Hapoalim New York, New York

Senior Analyst: Corporate Strategy and Analysis

Focused on reviewing data, trends and meaningful actively to help constituents make proper strategic decisions. Worked directly with the CEO, COO and strategy teams in identifying opportunities to enhance business operating model

Select Experiences

Developed and presented a strategic plan to add middle market lending and banking services to the food and commodities space. This led to hiring a brand new division to oversee this business line which eventually brought in over $25 million in client deposits increased lending for another $50 million to companies in the industry

Put together market research reports focusing on competitor financial and operational updates. These reports were heavily used by internal stakeholders to make proper business decisions

Coordinated and prepared the 3-year budget plans for all the lines of business. This helped us identify and implement cost cutting measures that saved the bank over $1 million in the first year

Created and updated dashboards outlining performance for each line of business

May 2014 – Aug 2016 Morgan Stanley New York, New York

Investment Analyst: Portfolio Management Group

Performed in a hybrid role, focusing on the client service and investment research for portfolio managers

Select Experiences

Conducted portfolio optimization on both existing and proposed asset allocation for client portfolios

Used a financial planning tool to create comprehensive reports outlining income, expenses, and future forecasts

Prepared materials for client meetings or internal reviews that outlined performance, goals and opportunities

PART TIME PROFESSIONAL EXPERIENCE May 2018 – Present Cyrus Equities New York, New York


Co-founded a company with the primary focus of identifying unvalued real estate assets in the multifamily rental market in order to generate attractive risk adjusted returns on our capital. We have acquired three investment properties in a single calendar year.

Build pro forma property valuation models for all property types and varying ownership structures and business objectives; maintain and update models to monitor asset performance

Conduct market research including market rents, sales comps and operating costs analysis

Actively source deals by researching markets and maintain relations with owner operates/brokers


Aug 2009 – May 2013 Fordham University, Gabelli School of Business Bronx, New York

Bachelor of Science in Finance, Minor in Economics

3.53/4.0 GPA

Varsity Tennis Team, Fordham University Finance Society, President of Fordham South Asian Entity

Jan 2018 – June 2018 New York University New York, NY

Real Estate Investment Analysis Course: Analyzing the deal

Technical Skills/Licenses

Series 7/66 licensed, CFA Level Two Candidate, SQL, Tableau, Investment Banking Institute, Microsoft Office

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