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    Ethan Chamo's Resume

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    An investment analyst seeking an opportunity in equity research summarizes professional experience including developing equity valuations and research reports using Bloomberg, Excel and FactSet while awaiting Level II CFA results and over 3 years of analyzing commercial real estate debt and equity investments.

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    Ethan Chamo's Resume

    Uploaded by

    Anonymous xyjgNsNM
    86 views1 page
    An investment analyst seeking an opportunity in equity research summarizes professional experience including developing equity valuations and research reports using Bloomberg, Excel and FactSet while awaiting Level II CFA results and over 3 years of analyzing commercial real estate debt and equity investments.

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    An investment analyst seeking an opportunity in equity research summarizes professional experience including developing equity valuations and research reports using Bloomberg, Excel and FactSet while awaiting Level II CFA results and over 3 years of analyzing commercial real estate debt and equity investments.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    86 views1 page

    Ethan Chamo's Resume

    Uploaded by

    Anonymous xyjgNsNM
    An investment analyst seeking an opportunity in equity research summarizes professional experience including developing equity valuations and research reports using Bloomberg, Excel and FactSet while awaiting Level II CFA results and over 3 years of analyzing commercial real estate debt and equity investments.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 1

    Ethan Chamo

    1141 Federal Street, Philadelphia, PA 19147 • (917) 670-1023 • [email protected]


    SUMMARY
    Motivated investment analyst with 3+ years of professional experience. Knowledgeable with regards to the U.S. Stock
    Market and experienced developing equity research reports and equity valuations from scratch utilizing Bloomberg, Excel
    and FactSet. Currently awaiting results from the level II CFA exam, which I took in June 2018.
    PROFESSIONAL EXPERIENCE
    J.P. Morgan Asset Management Greater Philadelphia
    Debt Capital Markets Investment Analyst April 2017-Present
     Collaborate with debt officers to source derivative and debt instruments for a $60 billion portfolio of commercial
    properties
     Prepare investment committee presentations and present investment opportunities to Real Estate Americas CIO
     Value mezzanine investments quarterly and present loan and property valuations to the head of valuations
     Create debt offering memorandums, which are sent to lenders and provides them with a description of the
    property, market research commentary, a valuation of the property as well as the loan request
     Evaluate cost effectiveness of debt financing for commercial properties using levered IRR analyses and present
    findings to portfolio managers
     Provide monthly updates to the Real Estate Americas platform on FOMC meetings, market rates, spreads,
    economic trends and the state of the debt market
    Real Estate Investment Analyst April 2016-March 2017
     Performed qualitative and quantitative analysis including valuation of an $8 billion portfolio of mixed-use
    commercial properties
     Created annual asset strategy reviews including property valuations, market research commentary, rent and sales
    comparables and investment recommendations and presented findings to portfolio managers
     Evaluated leasing opportunities and created lease approval memorandums
     Collaborated with asset managers and property management to implement annual budgets
     Performed hold/sell analyses, including but not limited to a valuation of the property, since inception IRR
    analyses and market information
     Prepared disposition memorandums and presented recommendations to portfolio managers
    ConvergEx Group New York, NY
    Equity Sales Analyst September 2013-March 2014
     Created weekly productivity reports to analyze internal and external business trends
     Collected and reported sales representative performance against quotas utilizing Excel and Ipreo
     Researched and produced reports detailing prospective clients trading strategies and company information
    utilizing Bloomberg and Ipreo to assist sales representatives and traders on client meetings
     Researched company and competitor’s performance to ensure benchmarks were being reached
    Susquehanna International Group Greater Philadelphia
    Equity & Fixed Income Operations Analyst September 2012-March 2013
     Reviewed Equity and Fixed Income trading activity (500+ trades daily) to ensure accurate booking at the end of
    the day utilizing Oasys
     Reconciled daily Profit & Loss reports against trading activity to ensure accuracy
     Ensured Equity and Fixed Income trades are booked accurately on settlement day
     Revised trading discrepancies with offices around the country
    EDUCATION
    Drexel University Philadelphia, PA
    Bachelor of Science in Business Administration; Finance Major March 2016
    GPA: 3.41; Dean's Scholarship
    CFA Level II Candidate
    SKILLS
    Computer: MS Office, Bloomberg Terminal, FactSet, Argus Enterprise, Oasys, Ipreo
    Technical: Financial Modeling, Research, Valuations, Communication

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