Summary
Overview
Work History
Education
Skills
Affiliations
Interest
Timeline
Generic

Bryce Daniel

Los Angeles,CA

Summary

Results-driven financial professional with a strong background in multifamily asset management and insurance underwriting for private financial institutions. Experienced in analyzing financial performance, managing multimillion-dollar portfolios, and building client relationships across the insurance, real estate, and private equity industries. Skilled at market research, risk assessment, and strategic planning, with a proven ability to thrive in fast-paced, high-performance environments. Ivy League graduate and NCAA Division I athlete with a demonstrated commitment to leadership and teamwork.

Overview

7
7
years of professional experience

Work History

Financial Institutions Underwriter

Chubb Group Insurance
Los Angeles
02.2024 - Current
  • Underwrite insurance policies for a range of private financial institutions, including banks, asset managers and private equity firms.
  • Analyze financial performance and operational risks to inform underwriting decisions.
  • Maintain strong relationships with brokers and clients, ensuring consistent communication and service.
  • Manage a book of over 100 lines of business across more than 50 clients, generating millions in premiums.

Asset Management Analyst

JRK Property Holdings
Los Angeles
07.2022 - 12.2023
  • Performed financial analysis on a portfolio of 18 multifamily properties to optimize profitability.
  • Conducted competitive market research to guide rental pricing, and support acquisition strategies.
  • Managed tools for tracking company-wide unit turns and pre-move-in action items.
  • Modeled rent pricing strategies, incorporating market trends, property conditions, and location.
  • Developed annual budgets for properties, leveraging historical data to project revenue and expenses.
  • Managed and coordinated with on-site teams to implement budget-driven strategies, maximizing profit for each property.

Associate Consultant

Bantry Partners LLC (fka Daymark Consulting LLC)
Boston, MA
05.2021 - 08.2021
  • Contributed to market-based advisory projects for private equity clients at a boutique strategy consulting firm.
  • Analyzed customer surveys and demographic data for clients.
  • Prepared market research and investor presentation materials for clients and prospective investors.

Analyst Shadow Internship

The Carlyle Group
Washington, DC
07.2018 - 07.2018
  • Gained exposure to investment analysis and private equity fundamentals by shadowing a full-time analyst for two weeks.
  • Researched companies and evaluated potential investment opportunities.
  • Modeled financial projections using Excel and applied valuation methods, like discounted cash flow.

Education

Economics and Government

Dartmouth College
Hanover, NH
06-2022

Skills

  • Financial analysis
  • Risk assessment
  • Portfolio management
  • Insurance underwriting
  • Client relationship management
  • Budgeting
  • Excel and PowerPoint

Affiliations

Varsity Baseball, Dartmouth College, Shortstop

  • NCAA Division 1
  • 30 hours a week

Interest

  • Avid golfer and skier
  • Sports and community service

Timeline

Financial Institutions Underwriter

Chubb Group Insurance
02.2024 - Current

Asset Management Analyst

JRK Property Holdings
07.2022 - 12.2023

Associate Consultant

Bantry Partners LLC (fka Daymark Consulting LLC)
05.2021 - 08.2021

Analyst Shadow Internship

The Carlyle Group
07.2018 - 07.2018

Economics and Government

Dartmouth College

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Bryce Daniel