
Finance and real estate undergraduate with experience analyzing financial data to assess performance, value, and risk across real assets and financial markets. Highly proficient in Excel-based analysis and applying structured, data-driven thinking to investment decisions. Seeking an asset management opportunity where analytical skills can support long-term investment outcomes.
Worked with detailed income and expense models in Excel for commercial and residential properties to evaluate cash flow, net operating income, and profitability.
Supported appraisal and valuation efforts using the income, sales comparison, and cost approaches by analyzing property financials, operating expenses, and comparable market data.
Presented financial and valuation data through offering memorandums prepared for prospective clients.
Contributed to the preparation of a comprehensive Request for Proposal, including financial analysis, execution strategy, and timeline planning, resulting in securing exclusive listing rights for approximately $50 million in real estate assets.
Managed personal and proprietary-funded accounts, including $50,000 and $250,000 allocations.
Analyzed financial markets using technical, quantitative, and macroeconomic indicators to guide trading decisions.
Executed futures and options strategies using strict trade setups and disciplined risk management, including position sizing and stop-loss controls.
Maintained detailed trade journals in Excel and Google Sheets to track performance, analyze results, and refine strategies.
Back-tested trading strategies using historical market data and digital analytical tools.