Gender

Male

Location

Saint Petersburg, FL

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Acquisition Analyst Lennar September 2012 – Present (1 year 9 months)Tampa/St. Petersburg, Florida Area • Responsible for Lennar’s Central Florida residential and commercial real estate acquisitions in the Tampa-Orlando region by modeling cash flow projections of potential acquisitions, in-depth financial valuation of raw land using site development budgeting, and the acquisition of finished lots for both direct and joint venture real estate investments. • Collaborate with multiple departments within the division to integrate development, acquisitions and purchasing into a coherent valuation analysis model for future projects that contribute to long-term increased company gross margins and net profits. • Work with senior officers to assist in the analysis and underwriting of potential investment opportunities and manage the financial due diligence for prospective acquisitions from inception through investment approval and closing. • Structure, analyze and explain financial summaries, memorandums and investment recommendations for presentation to the Corporate Investment Committee. • Improve upon corporate financial acquisition models using in-depth knowledge of Excel. • Analyze various CDD bond issuances to finance the infrastructure required to support community development using both long and short-term debt issuance. CreditSights Research Associate CreditSights March 2010 – May 2012 (2 years 3 months)Naples, Florida Area CFA Level II Candidate • Assisted in publishing research reports on macroeconomic trends, S&P500 pension asset allocation investment strategies and employment indicators. • Collaborated with research analysts who published fixed income research reports on both investment grade and high yield bond issuances using spread valuation analysis. • Conducted research on bond duration, convexity, YTM, spreads, treasury yields and other key financial metrics on major bond indices. • Created multiple Excel tools and automated charts using the Bloomberg API platform. • Responsible for implementing and educating analysts on The Yieldbook, a tool created by Citigroup to deconstruct bond total returns into returns attributed to the yield curve and those independent of yield curve movements. This tool also allows for the creation of scenario analysis, which illustrates to what extent future shocks and parallel shifts in the yield curve would impact spread compression or widening.

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