Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Marcel Toran

Humble,TX

Summary

Detail-oriented finance professional with extensive experience in due diligence, quantitative analysis, and investor relations. Proven track record in conducting comprehensive research and competitive analysis to support capital-raising efforts and fund management. Skilled in leveraging advanced financial tools and software such as Bloomberg, Factset, Morningstar, and Power BI. Adept at communicating complex financial concepts and creating impactful reports and presentations for both internal and external stakeholders.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Acquisitions & Investor Relations Associate

5Rivers CRE
07.2025 - Current
  • Serve as the key liaison between the company and investors, ensuring consistent and transparent communication.
  • Develop and maintain investor marketing materials, including pitch decks, financial reports, newsletters, and performance updates.
  • Respond to investor inquiries, provide updates on property and portfolio performance, and coordinate quarterly/annual reporting.
  • Conducted financial underwriting and due diligence for retail center acquisitions, evaluating cash flow projections, market trends, and risk factors to support investment decisions.

Investor Relations/Due Diligence Analyst

Hines
05.2022 - 07.2025
  • Partnered with the Managing Director and Directors to execute investor relations strategies, resulting in the successful completion of over 50 investor inquiries and due diligence requests, directly supporting an increase in capital raised for retail real estate investment vehicles.
  • Responded to over 100 due diligence questionnaires (DDQs), requests for information (RFIs), and investor/consultant inquiries yearly, ensuring a 100% on-time delivery rate and contributing to enhanced investor satisfaction and retention.
  • Conducted competitive analysis and prepared materials and reports to support capital-raising efforts.
  • Transformed performance reports for our non-traded REIT.
  • Developed and updated monthly spreadsheets for competitor investment vehicles on our retail platform using external resources such as filings and pitchbooks.

Investment Analyst

LPL Financial
04.2020 - 05.2022
  • Produced monthly, quarterly, and ad-hoc reports on portfolio stats, performance, and risk metrics.
  • Created and maintained various Excel files, including investment committee dashboards.
  • Educated financial advisors about investment models, trades, and market/economic outlook, enhancing their investment strategies.
  • Conducted comprehensive quantitative and qualitative research on mutual funds to provide well-informed recommendations to our investment committee.
  • Provided ongoing oversight and documentation of due diligence stats for several products on our recommended list.
  • Drafted communications regarding recommendations, research opinions, and the status of money managers.

Education

MBA -

University of Iowa
05.2025

Banking & Finance

Johnson C. Smith University
Charlotte, North Carolina
05.2019

Skills

  • Proficient in Microsoft Office (Word, Excel, PowerPoint, & Access), Morningstar, MPI, Zephyr, Factset, Bloomberg, Salesforce, Power BI, Intralinks, Power BI, Yardi, AppFolio

Certification

  • Series 7
  • Series 66

Timeline

Acquisitions & Investor Relations Associate

5Rivers CRE
07.2025 - Current

Investor Relations/Due Diligence Analyst

Hines
05.2022 - 07.2025

Investment Analyst

LPL Financial
04.2020 - 05.2022

Banking & Finance

Johnson C. Smith University

MBA -

University of Iowa

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