Zoe Paige
Los Angeles,CA
Summary
Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven Sales Analyst bringing five+ years of success in financial services. Astute, organized and methodical with articulate communication style and personable nature.
Overview
5
5
years of professional experience
Work History
Investor Relations Associate
Financial Profiles
Los Angeles, CA
11.2021 - Current
- Assist executive leadership with quarterly earnings including Board of Trustee updates, messaging input, earnings call Q&A preparation, competitive analyses, and analyst/investor feedback
- Conceptualize and prepare investor presentations, press releases, earnings releases, supplemental packages, and acquisition presentations
- Design, coordinate, and participate in management communications calendar including investor meetings, roadshows, industry conferences, and investor days
- Engage directly with investors, analysts, and other stakeholders to communicate company strategy and performance
Senior Investment Sales Analyst
CBRE
Glendale, CA
03.2021 - 11.2021
- Ensured business plans, tracking reports, pursuit strategies, analyses, and various other scheduled and ad-hoc reports, dashboards and analyses are accurate and completed/delivered on time
- Prepared materials for and participates in market meetings/calls, broker debriefs
- Partnered with Research and Marketing in generating reports and supporting materials for Sales Management
Regional Research Analyst
Cushman & Wakefield
San Francisco, CA
05.2019 - Current
- Research and write 25 market and 50 regional reports each quarter for all property types pertinent to the West Coast/Mountain region, with more emphasis placed on Office and Industrial groups
- Oversee Research data on C&W's Sharepoint with regard to market research information in relation to accuracy and timeliness of deliverables
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for appraisal reports
Junior Researcher
National Community Reinvestment Coalition
Washington, DC
12.2018 - 05.2019
- Performed research, compiled and analyzed data regarding a variety of programmatic issues
- Developed recommendations to make programs more responsive to community needs
- Utilized Excel, Power BI and ArcGis to complete 50 projects and presentations for over 35 local organizations
Customer Engagement Intern
Fannie Mae
Washington, DC
06.2018 - 08.2018
- Reviewed leases, reviewed offering memorandum, responding to lenders to resolve underwriting questions, reviewing loan documents, within tight deadlines.
- Supported the director and/or team members to create framework for tracking accuracy of underwriting as compared to actual performance in managing multifamily customer accounts
- Developed and produced 5 reports per week to lenders, originators, and senior management within tight deadlines
Multifamily Housing Economist Intern
Fannie Mae
Washington, DC
06.2017 - 08.2017
- Developed economic standards and investment strategies used in forecasting trends and formulating economic policy
- Created and reported data, tables, and graphs that reflected the effects of the current market conditions and regulations of the housing industry
- Author of 4 weekly and 1 monthly commentaries related to Crowdfunding and Delaware Statutory Trusts
Education
Bachelor of Arts - Political Science
Howard University
Washington, DC05.2019
Skills
- Market Research
- Microsoft PowerPoint
- Microsoft Excel
- Client Engagement
- Critical Thinking
- Project Management
- Qualitative Research
- Financials Analysis
- Market Trends Monitoring
Timeline
Investor Relations Associate
Financial Profiles
11.2021 - Current
Senior Investment Sales Analyst
CBRE
03.2021 - 11.2021
Regional Research Analyst
Cushman & Wakefield
05.2019 - Current
Junior Researcher
National Community Reinvestment Coalition
12.2018 - 05.2019
Customer Engagement Intern
Fannie Mae
06.2018 - 08.2018
Multifamily Housing Economist Intern
Fannie Mae
06.2017 - 08.2017
Bachelor of Arts - Political Science
Howard University
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