sagar takhtani
Investment Analyst at Gallagher & Mohan- Claim this Profile
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Bio
Credentials
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The Real Estate Equity Waterfall Modeling
UdemyJun, 2022- Nov, 2024 -
Real Estate Financial Modeling Bootcamp
UdemyMay, 2022- Nov, 2024 -
Real Estate Pro Forma Modeling
UdemyMay, 2022- Nov, 2024 -
Financial Modeling and Valuation
UdemyDec, 2021- Nov, 2024 -
Tableau Analyst
Tableau SoftwareOct, 2020- Nov, 2024 -
Tableau Desktop 1- Fundamentals
Tableau SoftwareOct, 2020- Nov, 2024 -
Tableau Desktop 2 Intermediate
Tableau SoftwareOct, 2020- Nov, 2024 -
Tableau Desktop 3: Advanced
Tableau SoftwareOct, 2020- Nov, 2024 -
Tableau Prep Builder
Tableau SoftwareOct, 2020- Nov, 2024
Experience
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Gallagher & Mohan
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United States
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Outsourcing and Offshoring Consulting
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100 - 200 Employee
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Investment Analyst
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May 2022 - Present
1. Underwriting, Developing, and Modifying existing financial models o Responsible for underwriting real estates investment opportunities like Multifamily, Industrial, and Storage Assets using MS-Excel and RedIQ o Underwriting the financial models with the latest Rent Roll, TTM Financial, Rent Comps and Sale Comps and look into the valuations (IRR, Equity Multiple, Cash on Cash yield, and DSCR) o Conduct market research and create reports on Market Dynamics, Fund Research, Rent Analysis, and Competitor price study with the help of Co-star, Yardi Matrix, and Radius Plus o Modifying and Creating the Financial Models according to the client's requirements 2. Communication and Relationship building with International Clients o Weekly interaction with senior-level clients and brokers within the region of the United States o Understanding the client's requirement to deliver the best possible outcome Show less
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UTI Mutual Fund
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India
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Financial Services
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700 & Above Employee
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Assistant Manager
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Aug 2021 - Apr 2022
1. Providing better services to Mutual Fund Distributors as well as investors by solving their queries on time2. Increase Financial Awareness by conducting Investor Awareness program to increase the participation of Investor in the Mutual Fund Industry3. Making marketing strategies to increase the participation of Mutual Fund Distributors in the upcoming campaign4. Working with the Industry data to have a better understanding of the Mutual Fund Distributor Activities and to make an effective strategy5. Managing the portfolio of investors and Mutual fund distributors by suggesting them which scheme they should invest to have a better advantage of Market6. Promotion of UTI products across Mutual Fund Distributors to increase the sale Show less
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Management Trainee
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Aug 2020 - Jul 2021
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Tradeswift Group
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India
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Financial Services
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1 - 100 Employee
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Internship Program
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Apr 2019 - Jun 2019
Worked under Financial Freedom Project Worked under Financial Freedom Project
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Education
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Jaipuria Institute of Management
Master of Business Administration - MBA, Accounting and Finance -
Presidency College
Bachelor of Commerce - BCom, commerce -
Central public senior sec. school
commerce, commerce