Eric Matz

• Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
• Facilitated portfolio performance review and implemented new strategies.
• Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
• Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Recommended investment strategies to meet client financial objectives.
• Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
• Continuously refined investment processes, incorporating the latest industry best practices for optimal results.
• Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
• Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
• Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
• Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
• Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
• Provided strategy advice to high net worth clients.
• Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
• Reduced risk exposure by monitoring market developments and adjusting investment strategies accordingly.
• Developed rebalancing strategies to minimize risk exposures.
• Optimized asset allocation for improved returns with thorough market research and analysis.
• Developed and presented proposals for new investments.
• Cultivated a strong network of industry experts to gather insights on emerging trends and potential investment opportunities.
• Participated in internal committees focused on improving firm-wide policies, leading discussions on best practices in portfolio management.
• Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
• Conducted due diligence on prospective investments, ensuring alignment with clients'' risk tolerance levels and financial objectives.
• Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
• Increased client satisfaction by providing tailored financial advice and timely market updates.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Utilized financial software to prepare consolidated financial statements.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Designed and maintained financial models to identify and measure risks.
• Created financial dashboards to provide insights into key performance indicators.
• Created and managed financial models to evaluate corporate investments and acquisitions.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Established and checked coding procedures, monitored reports and updated internal files.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Complied with established internal controls and policies.
• Improved overall financial reporting by streamlining control processes and reporting structures.
• Conducted financial due diligence on potential investments and acquisitions.
• Evaluated and negotiated contracts to procure favorable financial terms.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Developed strategic plans for day-to-day financial operations.
• Supported financial director with special projects and additional job duties.

• Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
• Developed systems and procedures to improve operational quality and team efficiency.
• Monitored budget and utilized operational resources.
• Oversaw day-to-day production activities in accordance with business objectives.

• Manage all legal department activities

• Report Legal department activities to different departments including marketing, IT, residency, and upper management, and owners

• Collect all information needed for courtcases

• Retain knowledge in regards to tenant rights, fair housing laws, and California state tenant laws.

• Work with attorneys to create concrete court cases and accompany/ testify in court for attorneys.

• Respond to Government entities and close claims with LAHD, HUD, DFEH, Health Department.

• Respond to, work on, and close discrimination cases.

• Report, follow up, and provide detailed information for Workers Compensation Lawsuits

• Report unpaid rent to legal department, document, and keep track of eviction process legal documents.

• Report, follow up, and provide detailed information for Slip and fall lawsuits

• Human Resource management

• Manage insurance policies and report to insurance companies regarding any legal actions and lawsuits.

• Monitor work performance of resident managers

• Reprimand and terminate inefficient managers

• Monitor, visit, and inspect 50 properties, including all on site managers and maintenance personnel.

• Manage mid level employees and coordinate activities and tasks amongst employees for execution of tasks.

• Work with owners

• Draft and adhere to budgets

• Report on variances in monthly accounts and bank statements

• Balance books monthly

• Administered online banking functions

• Monitored and recorded company earnings

• Established strong partnerships with vendors, suppliers, and key stakeholders to improve collaboration and ensure alignment with business requirements.

• Oversaw all portfolio legal accounts
• Draft all legal documents
• Draft 3 and 10 day notices
• Draft perform or quit notices
• Serve Eviction Documents
• Simultaneous role as an on site manager