James R. Berkley, CFA

Founder at FI Real Estate Capital Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Cornelius, North Carolina, United States, US

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jun, 2014
    - Sep, 2024

Experience

  • FI Real Estate Capital Management, LLC
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Founder
      • May 2021 - Present

      Managing a private equity real estate fund focused on the acquisition of commercial real estate for the purposes of passive income generation and wealth creation through value add opportunities, debt pay-down, cash flow generation and appreciation. FIRE CM, LLC also provides real estate investment and consulting services as well as commercial real estate property management services. Managing a private equity real estate fund focused on the acquisition of commercial real estate for the purposes of passive income generation and wealth creation through value add opportunities, debt pay-down, cash flow generation and appreciation. FIRE CM, LLC also provides real estate investment and consulting services as well as commercial real estate property management services.

  • Weiss Multi-Strategy Advisers LLC
    • Senior Analyst
      • Jan 2021 - May 2021
  • Balyasny Asset Management L.P.
    • United States
    • Investment Management
    • 700 & Above Employee
    • Analyst
      • Mar 2020 - Jan 2021

      Buy side equity analyst covering/investing in payment, consulting, and payroll stocks. Buy side equity analyst covering/investing in payment, consulting, and payroll stocks.

  • Wolfe Research, LLC
    • United States
    • Research Services
    • 200 - 300 Employee
    • Vice President
      • May 2018 - Mar 2020

      Sell side analyst covering payment, consulting and payroll stocks. Sell side analyst covering payment, consulting and payroll stocks.

  • Barclays Investment Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Jan 2016 - Apr 2018

      Sell side equity analyst covering payment, consulting and payroll stocks.

    • Assistant Vice President
      • Jun 2014 - Dec 2015

      Sell side equity analyst covering payment, consulting and payroll stocks.

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Associate
      • Jun 2012 - Jun 2014

      Sell side equity analyst covering business, information services, staffing and education companies. Sell side equity analyst covering business, information services, staffing and education companies.

  • Colchester Partners LLC
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Analyst
      • Jun 2011 - Jun 2012

      Investment banking analyst focused on M&A within the asset manager sector/industry. Investment banking analyst focused on M&A within the asset manager sector/industry.

Education

  • Bentley University - McCallum Graduate School of Business
    Master of Science - MS, Finance, General
    2010 - 2011
  • Bentley University
    Bachelor of Science - BS, Finance, General
    2006 - 2010
  • Bentley University
    Bachelor of Science - BS, International/Global Studies
    2006 - 2010

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