Justin Steinberg

• Partner with institutional investors, pension systems, and global asset managers to deliver solutions addressing portfolio management, reporting, and capital allocation needs.

• Act as a trusted advisor on daily calls and product demos with C-suite executives, clearly communicating financial solutions and investment strategies.

• Build and manage relationships with institutional clients, supporting deal progression and cultivating long-term partnerships aligned with investment objectives.

• Surpassed annual revenue targets by achieving 113% of quota within six months, contributing to team and firm growth initiatives.

• Generated over $4.5M in future pipeline opportunities and achieved 101% of prior year quota, supporting firm-wide revenue and transaction goals.

• Conduct market research and competitive analysis to identify and qualify new investment opportunities across multiple asset classes.

• Collaborate with senior executives on structuring financial solutions, gaining exposure to investment products, portfolio construction, and risk management.

• Maintain accurate CRM and pipeline tracking to ensure reliable forecasting, deal management, and performance monitoring.

• Conducted extensive market and industry research to identify investment opportunities and trends using industry reports, competitor analysis, and financial data.

• Assisted in crafting pitch books and presentation materials, summarizing investment ideas and financial analysis for client presentations.

• Attended client meetings with senior team members, developing strong communication and presentation skills while catering to client needs and gaining exposure to relationship management and deal sourcing.

• Collaborated with a diverse team on live transactions, actively participating in discussions, offering innovative solutions, and contributing to due diligence and structuring of financing needs.

• Efficiently handled various tasks, including preparing industry specific reports, updating materials, and assisting in drafting legal documents.

• Evaluated potential investments by analyzing real estate capital markets, capital structure, and financial returns
• Analyzed information and created reports on taxes, zoning, population growth and other demographics to predict profitability and investment potential
• Communicated and collaborated with team members to identify investment opportunities
• Led critical discussions and performed financial modeling to develop investment strategies

• Researched and evaluated investment opportunities to assess risks associated with properties
• Analyzed real estate data to develop forecasts and investment strategies
• Optimized investment strategies by reviewing financial data and forecasting business, industry and economic conditions