Oversee all investor communication and marketing strategies as well as performance reporting.

* Bought and sold fixed income investments for client portfolios specializing in corporate, municipal (tax-exempt), agency, mortgage-backed and treasury bonds * Firm has over $4 billion assets under management * Evaluated and presented fixed income analysis to investment committee * Daily equity trading application of strategies such as limit and volume weighted average price (VWAP) * Extensive Bloomberg knowledge including research, pricing and yields, graphing, forecasting and BLP functions for Excel * Strong Excel knowledge including pivot tables, vlookups and data manipulation * Proficient experience with Advent Moxy for trade order management * Managed trade flow cycle from trade, to investment trade details, to coordinating with operations for settlement and resolving issues * Collaborated with portfolio managers regarding trading preferences and client risk tolerance * Maintained support and compliance documentation * Assisted with prime brokerage accounts for the establishment of third party RIA relationships * Developed and implemented process for best-execution trade analysis.

* Assisted investment management team in asset management of multimillion dollar multifamily portfolio * Analyzed cash flows and operating financials versus pro-forma * Performed ROI, IRR, valuation projections, and loan refinance analysis * Performed market analysis * Reviewed rent roll * Assist in strategic planning and analysis regarding structure, legal requirements and potential disposition. Reviewed partnership documents in relation to preferential interest and promote requirements.

* Managed transaction funding and investment database of multifamily acquisitions and development including escrow administration, equity funding, quarterly distributions, assignments and 1031 exchanges * Administered updates of investment database regarding partnership ownership and waterfall structures * Reviewed legal documentation for structure and capitalization analysis * Initiated wire and funds transfers * Established procedures to improve capital transaction processing and communication * Improved quarterly investor reporting by managing process for efficiency and quality control.

* Tracked and analyzed actual versus budget variance for $11 million dollar plant liquidation project * Generated financial data for capital expenditure of project * Managed database of asset valuation using Microsoft Access * Performed and coordinated client billing and invoicing * Responsible for processing accounts payables, account receivable, payroll, and bank reconciliation * Network administrator on project computer system.

* Analyzed sales revenue & expense versus budget * Monthly preparation of general ledger processing & balancing * Produced quarterly board of directors reports * Responsible for daily, month-end & year-end closing * Prepared corporate SEC reports & quarterly reporting packages including 10Q & 10K * Actively involved in annual income statement and balance sheet audits * Supervised accounts payable specialist and processing * Performed bank account reconciliation & fixed income certification analysis.

Research and Identify key drivers to performance with regard to individual real estate and fund investments and communicate results to executive management as well as to investors through written, verbal, and online channels. Analyze and review asset performance to assess operational efficiency and alignment with business plan objectives. Assist with business development and marketing to attract and retain high net worth investors.