JOSHUA ZYMET

Livingston, NJ 973-***-**** adzavf@r.postjobfree.com

SUMMARY

Investment Analyst with experience spanning across the real estate, alternative asset management, wealth management, and accounting industries. Specialize in financial modeling and analysis, data-driven decision making, risk assessment, and managing stakeholder relationships. Aiming to fulfill a highly analytical role and leverage financial proficiencies to drive results. SKILLS AND CERTIFICATIONS

• Technical Skills: Financial Modeling & Valuation, Investment & Returns Analysis, Competitor & Market Research, Real Estate Underwriting, Strategic Planning & Analysis, Argus Enterprise and Developer

• Soft Skills: Project & Stakeholder Management, Problem Solving, Project Independence

• Certifications: Microsoft Office Specialist Excel 2016, Securities Industry Essentials (SIE), Bloomberg Market Concepts PROFESSIONAL Oze Capital EXPERIENCE Florham Park, NJ Investment Analyst Aug 2021 - Present

• Forecasting monthly and yearly cash flows for new and existing deals across the Real Estate industry. Evaluating proformas, historical financials, and balance sheets to project IRR and underwrite risk. Making investment decisions for assets across multifamily, retail, industrial, office, hotels, life science, self-storage, and mobile homes.

• Leveraging IRR and cash flow projections to build waterfall models for potential deals to optimize returns for investors. Recommending fee structures including preferred return, percentage allocation above preferred return to both the sponsor and fund, asset management fees, and acquisition fees. Driving investment decisions for alternative investment funds achieving 15%+ IRR.

• Partnering with stakeholders on property management team to ensure accountability for tenant payments and eliminate operational inefficiencies. Creating budgets and renovation schedules to assess how different capital expenditures impact rental rates, recurring operational expenses, and overall property value. Successfully managing portfolios experiencing a 20% increase in net asset value over a 2-year period.

• Analyzing new real estate investments, performing market research, projecting cap rates, and informing decisions around sale prices through researching rates of similar properties on the market. Building presentations summarizing findings for fund managers and prospective investors. Evaluation has led to building a portfolio of 60+ investments with $150 million in assets under management.

• Assisting in the quarterly reporting process, communicating with partners on active investments to gather updates and strengthen the business plan. Distributing 9% annual cash on cash returns to investors across OZE’s three funds. Robert A. Goodman & Co. Florham Park, NJ

Accounting Intern Jun 2020 – Aug 2020

• Prepared individual, corporate and partnership tax returns based on information supplied by clients.

• Analyzed Brokerage Statements for Capital Gain Transactions to determine cost basis of equities purchased, realized gains and losses, and tax effect of transactions.

• Developed Tax Projections for 2020 based on 2019 Tax returns and projected client income based on forecasts. Acuity Partners New York, NY

Real Estate Investments Intern May 2019 – Aug 2019

• Underwrote real estate opportunities, inputting various income and expense assumptions, and assumptions regarding growth potential and investment risks, applying results to forecast investor rate of return, and debt service coverage ratios.

• Researched demographic trends, population growth, employment statistics, and vacancy rates in various regions throughout the United States. Facilitated investment decisions for two properties located in the Sun Belt region.

• Analyzed results from underwritings, property images, and other property information, creating investor presentations that were later utilized by upper management.

• Evaluated potential growth rates and risk metrics involved in various venture capital deals, relying on the results of previous comparable firm projects to assess investment returns.

UBS Financial Services Warren, NJ

Wealth Management Intern May 2018 – Aug 2019

• Assisted in the completion of financial plans, dividend stock analysis, and net unrealized appreciation analysis, resulting in clients better understanding financial situations and feasible spending, investing, and living patterns.

• Created credit line reports for clients, breaking down pros and cons associated with security liquidation and securities-backed lending options.

• Responded to client telephone calls and requests for meetings and conferences, connecting clients to financial advisors and ensuring that any concerns were addressed.

EDUCATION Syracuse University – Martin J. Whitman School of Management Syracuse, NY Bachelor of Science Finance and Real Estate May 2021

• GPA: 3.5/4.0

• Member of Syracuse Real Estate Club and Alpha Epsilon Pi

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