EDUCATION
XYZ University School of Business Location, Location
Bachelor of Science in Business Administration, Finance Graduation Date: December xxxx
GPA: 3.77/ 4.0, Magna Cum Laude
Honors: Dean’s List; Golden Key International Honor Society
Relevant Coursework: Essentials of Real Estate Financial Modelling, Investment Analysis, Financial
Strategy, Quantitative Decision Making, Money & Banking, Accounting, Economics, Global Business, Fixed
Income Analysis, Corporate Risk Management, Statistics
Real Estate Assignments: Multifamily Acquisition Model, Industrial Sale-Leaseback Acquisition Model,
Pro Forma Real Estate Modelling Course, Real Estate Financial Modelling – The Complete Guide
Special Projects: Valuation of McDonald’s (DCF), ETF Analysis, Global Business Plan, Pillsbury Case Study
WORK & LEADERSHIP EXPERIENCE
Cushman & Wakefield New York, NY
Analyst, Capital Markets July 2018—Present
Acquire and analyze proprietary commercial real estate data on transactional activity, availabilities, lease rates,
economic trends and market statistics to identify trends and opportunities.
Develop and maintain database tracking all transactional activity in New York City to gain expertise on market
trends.
Responsible for constructing, updating and providing quantitative and qualitative subject matter to broker teams to
be included sales pitch/offering memorandum.
Work closely with underwriting team providing them necessary information to generate an accurate Opinion of
Value (OV).
Attend career advancement courses at NYU/Baruch covering real estate financial modelling/Investment Analysis.
Essential Topics Include: Financial Ratios, Reconstructing an Operating Statement, Commercial Lease Analysis,
Leverage on Investment Returns, Loan Amortization Schedule, Sources & Uses of Capital.
Top 10 Investment Manager Worldwide (>$1.3 Trillion AUM) Company HQ
Investment Management Summer Analyst Summer 2017
Provided Portfolio Managers with quantitative and analytical support in managing and re-balancing global &
regional equity and debt portfolios.
Researched and pitched companies to include/exclude in equity portfolios.
Provided team with quantitative support in maintaining, updating, and expanding investment strategy models.
Assisted in undertaking financial market research (specializing in Emerging Markets) and running financial market
models.
Boutique Institutional Sales & Trading Company HQ
Sales and Trading Summer Analyst Summer 2015
Supported the firm’s trading desks, sales teams, wealth management division, asset management professionals, and
senior management.
Conducted intensive research and analysis and delivered investment pitches to senior management for
consideration.
Attend detailed sessions/meetings covering topics including Treasury bonds, Corporate bonds, Municipal Bonds,
Interest Rates, and Equities.
Conducted top-down research of current events and prepare an analysis of the effects on markets/rates including
extreme economic circumstances such as the Greece Default and Puerto Rico debt crisis.
Completed various special projects for senior management.
Paper & Packaging Company Company HQ
Summer Analyst, Sales & Financial Analysis Summer 2016
Cooperated with sales team to develop an effective plan to increase sales and revenue.
Worked with sales team to ensure customer satisfaction and high retention rates.
Coordinated with warehouse managers to ensure customer orders were processed, shipped, and delivered on time
and properly.
SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Microsoft Office Suite, Bloomberg, SPSS, FactSet, Capital IQ, CoStar, Real Capital Analytics,
Tableau, Power BI
Volunteer Work: YMCA Youth Sports Basketball Coach, Boys and Girls Club, Allan Houston Foundation,
Sustainable Living Project, Fire Department’s Annual Events
