Jonathan Rose CompaniesAugust 2017 to December 2017Investor Relations Associate (Contract) New York, NY
Coordinated with the Director of Investor Relations to manage portfolio of 36 assets across ten funds in affordable and multi-family housing developments.
Produced quarterly reports for active funds by aggregating financial and operational data provided by multiple functional teams.
Collaborated with the Asset Management and Acquisition teams to create the bi-annual Advisory Committee Meeting presentation.
Created and managed priority tracking list of key fundraising prospects and current investors in Salesforce.
Partnered with the marketing team to develop brochures/factsheets and company presentations for investor conferences.
Implemented procedural improvements for the CRM platform, investor communications, data room management, and distribution of fund reports.
Morgan StanleyAugust 2016 to May 2017Investor Relations Analyst New York, NY
Opened and managed new investor accounts: ensured compliance with fund documentation, anti- money laundering requirements, statutory regulations and company policies/procedures.
Provided investor relations support for new fund offering, including assisting investors in completion of subscription documents.
Acted as liaison to investors during the on-boarding process, fielded questions on subscription documents and fund specifics.
Updated and maintained client relationship and entitlements in Salesforce, ensuring appropriate coverage of all investor populations.
Essar Steel Minnesota LLCMay 2011 to August 2016Manager, Investor Relations and Commercial New York, NY
Formed part of core team responsible for various capital-raising initiatives, including high yield bond offering of $450 million and debt funding of another $450 million with US-based hedge funds syndicate.
Managed several critical work streams, such as preparing offering circular and investor presentations; answering queries from investors and rating agencies; compiling due diligence questions with external legal teams; and coordinating with legal advisors/bookrunners from Credit Suisse, Morgan Stanley, and Jefferies.
Collaborated with legal and commercial teams during term sheet negotiations; constructed pricing simulations for contracts value yielding to approximately $4.5 billion in revenue.
Prepared pitch decks; company fact sheets; and marketing materials for industry conferences.
iN Demand; Movies on DemandJanuary 2010 to May 2011Marketing/Public Relations Analyst New York, NY
Created press releases and promotional plans for distribution to affiliate contacts.
Provided all promotional content updates for digital aggregators specifically for the cablevideostore.com.
Maintained compliance requirements by working with studio partners, MSOs, and internal legal counsel on all campaign tactics and promotional materials.
NYU Schack Institute of Real Estate2017Real Estate Financial Analysis: School of Professional StudiesNew York, NY
New York University2017Advanced Investor RelationsNew York, NY
Cornell University2009Bachelor of Arts: Communication & MarketingIthaca, NY
Microsoft Office Suite, Customer Relationship Management (Salesforce), MB Plus, FATCA Module, Data Rooms (Intralinks), FactSet, Bloomberg Terminal, Thomson ONE & Capital IQ