Franklin Nwochie
Santa Monica,CA
Summary
Finance and investment professional with expertise in job cost tracking, financial analysis, and budgeting across investment banking, real estate, and corporate finance. Adept at tracking high-value projects, analyzing financial data, and collaborating with cross-functional teams to drive strategic decision-making. Proficient in Excel, financial modeling, and cost analysis, with a keen ability to manage multiple priorities in fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment Banking Transaction Analyst
Benchmark International
11.2023 - Current
- Prepared analysis of client companies, evaluating their financial stability, and identifying key metrics to support valuations, resulting in a 35% increase in transaction file monthly completion rate
- Conducted and coordinated primary due diligence for potential sell-side acquisitions, and prepared information memoranda, teasers, and management presentations for managing partners
- Analyzed market data to identify potential acquirers and assess their strategic fit with the client’s business
- Supported client interactions by preparing meeting materials and interfacing client calls and meetings
Investment Analyst
Pacific Urban Investors
06.2022 - 09.2023
- Created and prepared initial analysis and modeling of proposed new multifamily real estate investments, including a review of the current and stabilized economics, proposed capital budgets, leasing plans and final disposition strategy, supporting the acquisition of multifamily units valued at $510MM+
- Conducted and coordinated primary due diligence of proposed new investment transactions and prepared the transaction support and offering memorandum for final Investment Committee presentations
- Researched and analyzed numerous submarkets to enhance knowledge of targeted opportunities
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
Financial Analyst/Loan Originator
Sunset Equity Group
07.2021 - 06.2022
- Developed proprietary financial models for the financing of 50+ potential real estate investments, providing solution-oriented ideas to enhance project outcomes and improve revenue by 18% monthly
- Coordinated with internal underwriters, loan officers, and borrowers on the loan application process to improve conversion rates to 25 deal completions a month
- Worked closely with operations partners to manage a $7 million pipeline and expedite loan closings
- Analyzed financial information and real estate trends for finding potential investment properties
- Maintained knowledge of current trends/developments in the real estate market to generate leads
Senior Account Processor
SmartBiz Loans (Robert Half International)
01.2021 - 05.2021
- Actively managed a $3M+ dollar portfolio of 50+ leads in various stages of the funnel
- Facilitated client and bank interfacing to see qualified leads through the loan approval process
- Utilized SmartBiz technology to conduct credit and financial analysis in order to qualify leads
Education
Bachelor of Arts - Environmental Economics & Policy
University of California, Berkeley
Berkeley, CA06-2020
Skills
- Financial Analysis
- Market Research
- Microsoft Excel
- PowerPoint
- Salesforce
- Data Analysis
- Asset Management
- GAAP Accounting
- Portfolio Management
- Investment Analysis
- Forecasting
- Yardi
- CoStar
- Accounts Payables/Receivables
- QuickBooks
- SQL
- Power BI
- SAP
Certification
Real Estate Salesperson License, California, #02239666
Timeline
Investment Banking Transaction Analyst
Benchmark International
11.2023 - Current
Investment Analyst
Pacific Urban Investors
06.2022 - 09.2023
Financial Analyst/Loan Originator
Sunset Equity Group
07.2021 - 06.2022
Senior Account Processor
SmartBiz Loans (Robert Half International)
01.2021 - 05.2021
Real Estate Salesperson License, California, #02239666
Bachelor of Arts - Environmental Economics & Policy
University of California, Berkeley
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