Experience

Stockbridge

• United States
• Investment Management
• 100 - 200 Employee

• Acquisition Associate

  • Jan 2021 - Present



Accord Group Holdings LLC

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Mar 2019 - Jan 2021

  • Responsible for underwriting and closing real estate GP co-investment opportunities including an analysis of the underlying real estate fundamentals, a review of the manager's execution capabilities and establishment of unique legal structures • Prepare marketing materials presenting Accord and its client's opportunities which include secondary offerings, preferred equity raises and GP co-investments • Provide bespoke qualitative and quantitative analysis regarding existing investment portfolio and potential acquisitions including Investment Committee, Hold-Sell and Disposition Memos • Provide underwriting guidance on office sector investments and secondary opportunities • Underwrote and closed two GP co-investment development opportunities in Central London • Underwrote and closed a preferred equity offering, collateralizing 5 distinct GP co-investment opportunities Show less



Shorenstein Realty Services

• United States
• Real Estate
• 100 - 200 Employee

• Investment Analyst

  • Mar 2017 - Mar 2019

  • Assemble financial models and investment memorandums for asset strategies, potential acquisitions, leasing scenarios and dispositions. • Perform asset management duties including reviewing budgets and overseeing property staff and accountants of 3 million square feet of value-add office investments in San Francisco, Los Angeles and Seattle. • Manage year end strategic plan process which included a review of all projections at both the property and fund level. • Work on ad-hoc projects for senior management including but not limited to lease analysis, hold-sell analysis, market reports and tax deferral analysis. • Worked with development partner in Seattle to secure limited partner funding for the construction of multiple speculative office developments. Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• Senior Analyst

  • Apr 2016 - Apr 2017

  • Responsible for preparing and presenting investment memorandums for non-recourse fixed and floating mortgages including a full valuation with downside scenarios, a detailed market / borrower analysis and a breakdown of the deal’s structure • Provide initial transaction feedback to both brokers and borrowers • Lead Analyst on the largest mortgage ($545 MM) ever sourced by the San Francisco regional office • Assist in the closing and due diligence of newly sourced mortgages, including reconciling appraisal valuations and reviewing third party reports • Delegated work and provided support to MetLife’s summer intern • Participated in the beta testing during MetLife’s conversion from ARGUS DCF to ARGUS Enterprise Show less



Colorado PERA

• Investment Management
• 100 - 200 Employee

• Intern

  • May 2014 - Aug 2014

  • Worked with the director and portfolio managers of the Real Estate division, creating a risk-return summary outlining the 5 and 10 year performance of each of the contributors to the benchmark in comparison with PERA’s portfolio • Used Google Fusion Tables and Microsoft Map point, creating a report containing heat maps of the Real Estate portfolio’s domestic and international holdings giving the portfolio managers a better understanding of their exposure to specific markets • During the separate account manager evaluation process, successfully created new manager proposals recommending taking interviews with 2 new direct investment managers • Compiled an international timberland research report containing an analysis of the opportunities available in foreign timber markets with a focus on Latin America and Oceania • Assisted portfolio managers in modeling prospective direct investment deals • Sat in on numerous potential fund investment opportunities as well as attended 2 site visits Show less



SS&C Eze

• United States
• Software Development
• 700 & Above Employee

• Business Development Intern

  • Nov 2013 - Dec 2013

  • Continued incorporation of a recently acquired company through analysis of previous, current and hypothetical pricing strategies of the newly purchased company; efforts resulted in a new company-wide consistent pricing strategy as well as the renegotiation of outlier contracts • Working with the head of Asian Business Development, we began the process of modularization of the front, middle and back office data services with the goal of giving clients more value through simpler product offerings and deeper product integration • Using Eurekahedge, an online research house, I updated and improved the potential client list Show less