Yash Mathur
Financial Analyst at Gallagher & Mohan- Claim this Profile
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Bio
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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Financial Analyst
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Aug 2022 - Present
1. Directly liaised with real estate investors, collaborating closely to gather marketing materials for various residential and commercial deals in the US market, aligning with the goals of real estate finance. 2. Utilized the provided marketing materials to construct comprehensive financial models, allowing investor clients to make informed assessments of the deals, a critical function in real estate investment and finance. 3. Successfully worked on a wide range of real estate deal… Show more 1. Directly liaised with real estate investors, collaborating closely to gather marketing materials for various residential and commercial deals in the US market, aligning with the goals of real estate finance. 2. Utilized the provided marketing materials to construct comprehensive financial models, allowing investor clients to make informed assessments of the deals, a critical function in real estate investment and finance. 3. Successfully worked on a wide range of real estate deal types, including Multifamily, Single-Family Residences (SFR), parking facilities, self-storage units, small bay spaces, student housing, and senior housing deals, contributing to diversified real estate investment portfolios. 4. Consistently achieved on-time delivery and maintained a high standard of quality in all work, ensuring client satisfaction, a key factor in the real estate finance industry. Show less
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Better
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United States
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Financial Services
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700 & Above Employee
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Analyst
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Aug 2020 - May 2022
Gurgaon, Haryana, India 1. Collaborated with third-party providers to ensure the creation of accurate and compliant title insurance policies for real estate transactions, mitigating financial risks for clients. 2. Conducted meticulous policy verifications, contributing to a secure and transparent lending process, which is crucial for real estate finance. 3. Worked closely with the closing team to streamline the closing process, ensuring all title insurance requirements were met, thereby facilitating smooth real… Show more 1. Collaborated with third-party providers to ensure the creation of accurate and compliant title insurance policies for real estate transactions, mitigating financial risks for clients. 2. Conducted meticulous policy verifications, contributing to a secure and transparent lending process, which is crucial for real estate finance. 3. Worked closely with the closing team to streamline the closing process, ensuring all title insurance requirements were met, thereby facilitating smooth real estate transactions. 4. Collaborated with underwriters to assess and manage risks associated with title insurance, aligning financial strategies with real estate investment objectives. 5. Efficiently managed transaction timelines, consistently achieving Turnaround Time (TAT) targets, which is essential in real estate finance to maintain project schedules and client satisfaction. Show less
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Royal Bank of Scotland Business
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United Kingdom
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Banking
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700 & Above Employee
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Analyst
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Jul 2017 - Dec 2018
Delhi, India 1. Managed successful client communication and addressed inquiries related to Payment Protection Insurance (PPI) across various financial products, including overdraft accounts, credit cards, loans, etc. 2. Ensured the highest level of service quality, enhancing client relationships and trust, which are essential in real estate finance. 3. Collaborated with senior management to share innovative ideas and suggestions for process improvement, leading to enhanced operational efficiency and… Show more 1. Managed successful client communication and addressed inquiries related to Payment Protection Insurance (PPI) across various financial products, including overdraft accounts, credit cards, loans, etc. 2. Ensured the highest level of service quality, enhancing client relationships and trust, which are essential in real estate finance. 3. Collaborated with senior management to share innovative ideas and suggestions for process improvement, leading to enhanced operational efficiency and streamlined customer service procedures, a crucial aspect of real estate financial management. 4. Conducted thorough financial analysis and assessments to determine the eligibility and validity of PPI claims, consistently achieving high accuracy rates, which are relevant in real estate financial analysis. Show less
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Education
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SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Accounting and Finance -
Guru Gobind Singh Indraprastha University
Bachelor of Commerce - BCom, Business/Commerce, General