Overview
Work History
Education
Skills
Timeline
Generic

DJ Smith

Boston,MA

Overview

2
2
years of professional experience

Work History

Senior Investment Associate

NEPC
Boston, MA
06.2024 - Current
  • Build and manage advanced financial models to evaluate investment opportunities and support decision-making across diverse asset classes.
  • Create and refine client-facing presentations, portfolio reviews, and due diligence materials that translate complex investment strategies into clear, actionable insights, aligned with client objectives.
  • Anticipate client needs by proactively sharing insights and updates on portfolio developments, manager changes, and market shifts.
  • Direct cross-functional collaboration to provide detailed market research and fund performance data.

Financial Analyst

Paradigm Companies
Arlington, VA
09.2023 - 04.2024
  • Constructed and maintained pro forma models to evaluate development project returns.
  • Conducted analysis of real estate trends and local economic indicators for informed decision-making.
  • Evaluated potential acquisitions and dispositions while leading due diligence initiatives.
  • Prepared investment memos, internal reports, and presentations for stakeholders, and lenders.

MBA Summer Associate

NEPC
Boston, MA
06.2023 - 08.2023
  • Pioneered the development of a comprehensive cultivation toolkit for consultants, strategically enhancing firm-wide growth initiatives.
  • Leveraged data-driven insights and market trends to support informed decision-making.
  • Designed and curated a range of tools and resources aimed at optimizing stakeholder engagement, contributing to strategic planning, and fostering lasting relationships.

Education

MBA - Finance

Bentley University
Waltham, MA

Bachelor of Science - Business Management

Oakwood University
Huntsville, AL

Skills

  • Financial modeling
  • Presentation skills
  • Market analysis
  • Client relations
  • Microsoft Office
  • Attention to detail

Timeline

Senior Investment Associate

NEPC
06.2024 - Current

Financial Analyst

Paradigm Companies
09.2023 - 04.2024

MBA Summer Associate

NEPC
06.2023 - 08.2023

MBA - Finance

Bentley University

Bachelor of Science - Business Management

Oakwood University

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DJ Smith