Summary
Overview
Work History
Education
Skills
Websites
Leadership Experience
Timeline
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Ethan Lerman

Marina Del Rey,CA

Summary

I am a detail-oriented and driven finance professional with extensive expertise in financial modeling, credit underwriting, and investment analysis. My success in formulating and executing complex waterfall analyses has contributed to significant capital gains and strategic business development initiatives. Recognized for my exceptional leadership abilities, I possess strong communication skills that facilitate effective cross-functional collaboration and strategic partnership formation.

Overview

5
5
years of professional experience

Work History

Intern

Mountain Pacific Opportunity
02.2024 - Current
  • Appraised 10+ different multi-family markets through surveys in order to assist senior management with updating underwritten deals on value-add properties to help identify variances
  • Audited A/P Invoices throughout 15 properties in order to adjust variances in the operating expenses for the underwritten models so that it is accurately reflected in quarterly reports
  • Underwrote short form deals to identify potential acquisition targets with an upside IRR of at least 15% IRR.

Real Estate Analyst

Brookline Branch
07.2022 - 02.2024
  • Constructed waterfall analyses for bank branch portfolios to enact specialized 'Less is More' business strategy that significantly exceeded the 10% minimum cost of capital while resulting in $100 Million+ in capital gains for a multitude of banks
  • Contributed to the publication of 'When Less is More' in BAI strategies & 'How to Downsize Branches Without Losing Prime Locations' in Financial Brand resulting in thousands of views depicting research on market trends and statistical patterns in commercial real estate
  • Monitored budgets and forecast models for existing 30+ property portfolio in order to identify variances with the underwritten model versus actual expenses and keep portfolio on track to achieve the business plan 10% cash on cash
  • Evaluated detailed financial statements and underwent different credit underwriting processes, assessing credit risk and evaluating loan structures to establish a metric on acceptable risk for senior management.

Intern

Cirrus Asset Management
06.2019 - 08.2019
  • Devised financial models for varying scenarios such as budgeting and underwriting basics, waterfall analysis, amortization schedules and acquisitions for residential and commercial properties resulting in 25%+ IRR
  • Analyzed investor statistics such as online payments, marketing data, reputation scores, performance YoY, Capex status, Demographics, Affordability gap to learn nuances of potential areas of growth and success.

Education

MBA - Finance

Syracuse University
05.2022

Dual Bachelor of Science in Finance & Real Estate -

Syracuse University
05.2020

Skills

  • Microsoft Office
  • Financial Modeling
  • Waterfall Analysis
  • Commercial Underwriting
  • Credit Analysis
  • Fixed Income Securities
  • Financial Statement Analysis
  • Investment Banking
  • Macro VBA Coding
  • Financial Planning & Analysis

Leadership Experience

Club Water Polo Captain, Incorporated different marketing techniques to recruit students to increase enrollment by over 25%

Timeline

Intern

Mountain Pacific Opportunity
02.2024 - Current

Real Estate Analyst

Brookline Branch
07.2022 - 02.2024

Intern

Cirrus Asset Management
06.2019 - 08.2019

MBA - Finance

Syracuse University

Dual Bachelor of Science in Finance & Real Estate -

Syracuse University

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Ethan Lerman