Spencer Schulman
Investor Reporting and Fund Operations Co-Op at Rialto Capital- Claim this Profile
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Spanish Professional working proficiency
Topline Score
Bio
Credentials
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Open Water Diver
PADIJun, 2017- Nov, 2024 -
Certified Personal Trainer (NASM-CPT)
National Academy of Sports Medicine (NASM)Nov, 2021- Nov, 2024 -
CPR/AED/First Aid
American Red CrossSep, 2021- Nov, 2024
Experience
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Rialto Capital
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United States
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Real Estate
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100 - 200 Employee
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Investor Reporting and Fund Operations Co-Op
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Aug 2023 - Present
• Prepare and deliver monthly, quarterly, and annual investor reports for both debt and equity real estate investment funds • Write about fund activity, investment performance, and market outlook related to commercial mortgage-backed securities, collateralized loan obligations, and commercial real estate investments • Generate data visualizations of portfolio allocations, special servicing trends, loan maturities, and projected cash distributions • Monitor the investor relations and personal inboxes for investor requests and questions, ensuring timely responses are provided • Communicate with various departments to complete quarterly side letter agreements and ad hoc investor requests Show less
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Self-employed
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Sarasota, Florida, United States
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Certified Personal Trainer
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Nov 2021 - Present
• Certified personal trainer through the National Academy of Sport's Medicine. This certification required in depth understanding of professional development, client relations, behavioral coaching, basic and applied sciences, nutritional concepts, exercise technique, and program design. • Certified personal trainer through the National Academy of Sport's Medicine. This certification required in depth understanding of professional development, client relations, behavioral coaching, basic and applied sciences, nutritional concepts, exercise technique, and program design.
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State Street
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United States
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Financial Services
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700 & Above Employee
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Sales Business Analyst (Alternatives, Asset Owner)
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Jul 2022 - Dec 2022
• Conducted market research using MMD, SEC Filings, and Alternative Market Data to determine the firm’s market share relative to competitors for various customer segments and service offerings • Used Excel to perform scenario modeling for multibillion-dollar funds to evaluate administration pricing • Executed pricing analysis using proforma statements to achieve margins for multimillion dollar deals • Leveraged Salesforce360 and communicated across divisions to maintain accuracy of sales pipeline • Created reports on new prospects that detailed a company’s background and portfolio for sales leads Show less
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Education
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2020 - 2024
Northeastern University
Bachelor of Business Administration - BBA, Finance and Entrepreneurship -
2016 - 2020
Saint Stephen's Episcopal School
High School Diploma
Community
