Investor Relations & Capital Raising Associate resume example with 6+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Expected in Current
Bachelor of Science: Real Estate
New York University Schack Institute of Real Estate, School of Professional Studies - Class of 2018 - ,

Major GPA- 3.76

Cumulative GPA – 3.45  

Relevant Coursework -  Real Estate finance, law, accounting & taxation, development, capital markets, commercial lease analysis and sustainability. Extensive writing skills and liberal arts background.

Work History
08/2015 to Current
Investor Relations & Capital Raising Associate Avalon Bay Framingham, MA,
  • Raising of the equity capital for our deal pipeline through extensive network of HNW investors, family offices and institutional sources of capital.
  • Writing of all Investment Memorandums, Executive Summaries and Marketing Documents for our Deal Offerings to equity partners .
  • Writing of all Investor reporting for the 200+ current equity relationships including quarterly investment updates, neighborhood/market information and individual investor portfolio summaries for over $40 million of invested capital across 30+ buildings in NYC.
  • Strategic managing of the Debt Financing and relationships for the current portfolio and pipeline.
  • Implementation of strategies for operating our buildings more efficiently such as energy efficiency and streamlining of other costs through economies of scale.
  • Management of portfolio-wide time and action plans for all project repositioning.
  • Analysis of buildings in NYC area from $1mm -$10mm range.
  • Consolidation of financial data and materials for key leadership meetings.
  • Creation of quarterly earnings presentations and monthly investor presentations.

04/2015 to 07/2015
Financial Analyst -Summer Intern Duke Properties City, STATE,
  • Analyzed and underwrote hundreds of multifamily buildings in the outer boroughs of New York using discounted cash flows, net present value, monte carlo analysis and extensive comparables for underlying assumptions. 
  • Created and maintained precise and accurate models, charts and reports.
  • Collected, maintained and updated financial loan databases of more than 30 mortgage loans.
  • Reviewed and analyzed project spending throughout project life cycle.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.

05/2014 to 07/2014
Junior Analyst - Summer Intern III Keys Capital Advisors City, STATE,
  •  Learned the basic fundamentals of financial analysis such as discounting cash flows, capital asset pricing model, and how to analyze quarterly and yearly reports, along with supplemental readings(Principles of Corporate Finance).
  • Analyzed competitors of a particular industry using the methods and metrics learned.
  • Met with CEO weekly to discuss the readings and analysis as part of a mentorship program.

Skills & Interests

-Formal sales training through The Aji Business Network

-Proficiency in Microsoft Excel, Powerpoint & Word

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Resume Overview

School Attended

  • New York University Schack Institute of Real Estate, School of Professional Studies - Class of 2018

Job Titles Held:

  • Investor Relations & Capital Raising Associate
  • Financial Analyst -Summer Intern
  • Junior Analyst - Summer Intern


  • Bachelor of Science

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