PROFESSIONAL EXPERIENCE
Noveen Holdings
Director
Summer Analyst
- Immersed in comprehensive shadowing experiences with prominent real estate brokers, developers, and commercial bankers, gaining insights into multifaceted aspects of the industry: sales, marketing, financing, and operational strategies
- Traveled to 2 healthcare facilities to observe meetings discussing construction development
- Conjoined efforts on 6 real estate portfolio transactions including due diligence and leasing
- Witnessed and participated in the acquisition of the company by a Fortune 500 firm, gaining first-hand exposure to the intricacies of corporate transactions and enhancing industry perspective
Regions Bank
Financial Analyst II, Regions Affordable Housing - Underwriting
- Led underwriting and financial modeling efforts for 100 real estate developments encompassing 10,270 multifamily units, with a combined construction value of $3.42 billion+ and tax credit equity of $1.80 billion+
- Collaborated closely with acquisition officers to analyze and underwrite investment opportunities in multi-family affordable housing developments, leveraging financial instruments such as Low-Income Housing Tax Credits (LIHTC), State Low-Income Housing Credits (SLIHC), Solar Tax Credits, Historic Tax Credits, 48E Tax Credits, and 45L Tax Credits
- Evaluated intricate financial models and conducted comprehensive sensitivity analyses, influencing key decisions on origination and disposition strategies for new construction and acquisition/rehab transactions nationwide
- Expertly produced and presented investment summaries to facilitate informed decisions by stakeholders and investors, highlighting the potential of each opportunity and mitigating risks through thorough analysis and reporting
Analyst, Regions Affordable Housing – Coverage
- Orchestrated and managed multifaceted projects, including a comprehensive reskinning of the guarantor analysis, meticulous preparation of materials for quarterly Risk Committee meetings, strategic remodeling of the in-house technology database, redesigning of the investor pitchbook, and the implementation of enhanced reporting mechanisms
- Coordinated and prepared materials for highly consequential client review meetings, involving 50+ associates and upper management, with a specific emphasis on the dynamic affordable housing portfolio and its clients
- Constructed various initiatives encompassing marketing press releases/advertisements from scratch, rigorous reporting processes, accurate pipeline updates, and strategic recruiting efforts, effectively driving the company's growth and market presence
Intern, Regions Affordable Housing – Underwriting
- Contributed a range of projects, encompassing strategic planning, market analysis, guarantor assessments, and operating expense analyses, seamlessly integrated within the company’s underwriting protocols
- Engaged in dynamic learning experience under the guidance of seasoned industry professionals, gaining insights into intricacies of tax credits within the commercial real estate landscape
- Partnered with upper management to understand the effects of the Covid-19 pandemic on portfolios and learn about the adjustments to future lending practices
UBS
Intern, Equity Investments Analyst
- Reviewed equity reports and read 8 books that varied from personal growth, market analysis, investment strategies, and company analysis
- Maintained proactive interaction with the team daily to discuss markets and client’s needs
- Applied analytical acumen to scrutinize companies' financial statements, discerning the sustainability of their business models and actively contributing to a range of projects that leveraged this insight to drive strategic decision-making
CBRE Group
Intern, Capital Markets Analyst – Healthcare
- Accomplished valuation analyses and investment research on potential real estate transactions for review by senior management
- Communicated with investment professionals in investment research, transactions, and financial underwriting
- Aided in debt/structured finance and market research for offering memorandums of clients’ portfolios