St Louis, Missouri, United States
Experienced Valuation specialist with a demonstrated history of working in the real estate industry, focused on the self-storage industry. Skilled in Microsoft Office, Research, Financial Modeling (including Argus), and Presentation. Experience with SQL. Strong finance professional who graduated from Washington University in St. Louis. Oxford comma ethusiast.
• Modeling and valuing a variety of complex real estate properties, with a focus on self-storage; analyses include both individual properties and large, institutional portfolios of inventory • Conduct market analyses, including feasibility and risk assessment, for both institutional lenders and developers to determine the viability of proposed construction / expansion • Managing communication with a wide variety of Clients, ranging from private developers, institutional lenders, private capital groups, and REITS to ensure the best product for all parties involved • Continual market research to keep up with real estate trends, which included comparable analysis, broker interviews, REIT tracking, and publication summaries
• Modelled and valued a variety of complex real estate properties, with a focus on self-storage; analyses include both individual properties and large, institutional portfolios of inventory • Conducted market analyses, including feasibility and risk assessment, for both institutional lenders and developers to determine the viability of proposed construction / expansion • Interfaced with a wide variety of Clients, ranging from private developers, institutional lenders, private capital groups, and REITS to ensure the best product for all parties involved • Continual market research to keep up with real estate trends, which included comparable analysis, broker interviews, REIT tracking, and publication summaries
• Coordinated with Buyers and Vendors cases of late orders to close purchasing gaps and streamline future purchasing processes • Queried databases to withdraw relevant data needed for analysis to generate reports and insights to drive operational change • Developed new processes to track and analyze both vendor and internal purchasing performance • Addressed sales-side actionable items within SAP, including backorder transferring and sales order analyzing, to help reduce inventories and limit losses
• Built yearly Tax Income Reports for several business districts around the Delmar Loop to analyze revenue streams and arising trends • Aided in management of a small portfolio of investments, including income stream analysis, near-term financial projections, and neighborhood property assessment analysis for tax purposes • Revised budget reports for the Loop Business District • Performed essential document management duties, including insurance contracts and payment reports
• Supported a team of financial advisors by generating financial planning projections for a number of their high-net-worth clients • Conducted equities research • Maintained the client database in order to ensure effective operations in the workplace • Met with a multitude of different Fund companies to evaluate investment performance versus benchmarks for use in client portfolios • Participated in numerous calls with Merrill Lynch supporting staff regarding market performance and macroeconomic trends