JACKSON ZUCKERMAN
San Diego
Summary
Ambitious finance student graduating from SDSU. Targeting a full. Targeting a full-time job starting in summer 2024. Strong desire to build upon my analyst and sales experience by working at a bigger/more prestigious firm. Ideally would want to work in investment banking, commercial/multifamily real estate, wealth management, or private equity. Passionate about learning and growing from any role where I can build more financial analysis experience. Always looking to improve myself and to contribute to environments where I will be challenged and surrounded by intelligent people.
Overview
3
3
years of professional experience
Work History
Wholesale Lending Sales Intern
Fundloans Capital
05.2023 - 09.2023
- Learned each loan product (DCSR, Bank Statement 1st/2nd, and Full Doc Loans) along with every spec for each one
- For example, max loan-to-values and max loan amounts for different FICO levels
- Conducted outreach to mortgage brokers over the phone and by email to generate new business and pass deals along to seniors at the company
- Shadowed seniors to learn how to close loans.
Financial Analyst Intern
Nelson Partners Student Housing
05.2021 - 08.2022
- Main responsibility is creating proforma cash flow models in Microsoft Excel
- I will collect info from sellers and the internet to project potential returns
- After underwriting, I will show our CEO who will let explain the deal by outlining pros, cons, and what the purchase price should be
- Other tasks I am given related to financial analysis include making market surveys and quarterly reports to show our investors how our properties are doing
- I quickly learned how to utilize our asset/property management software called Entrata
- Always included in team calls for learning purposes
- I love listening to the executives in the company because it expands my mind.
FINANCIAL ANALYST Intern
Shelter Real Estate Investment Strategies
12.2020 - 05.2021
- Market research and analysis
- Basic understanding of investment analysis using excel based proformas
- Experience in creating and understanding market surveys
- Developed awareness of major real estate property types and related fundamentals of supply and demand.
Education
Bachelor of Science - Finance
San Diego State University
05.2024
Skills
- Driven – Continuous desire to improve all aspects of life Goes to work ready to learn how the business works rather than going through the motions just to get paid
- Energetic/Aggressive – Very bright and positive personality Works well under pressure
- Microsoft Office - Proficient in Excel-based financial analysis, utilizing Teams, etc
- Financial Analysis/Market Research – Worked on multiple multifamily apartment deals from start to finish Analyzing income statements, rent rolls, and proformas Rent and Sales comparables
- Sales – Understands how to discover clients’ needs and not take no for an answer
- Responsibility/Reliability – I show up ready to work and do whatever it takes to meet deadlines
- Communication – Confident interpersonal skills verbal, written, and digital Working in an office strengthened my emailing and meeting skills
Timeline
Wholesale Lending Sales Intern
Fundloans Capital
05.2023 - 09.2023
Financial Analyst Intern
Nelson Partners Student Housing
05.2021 - 08.2022
FINANCIAL ANALYST Intern
Shelter Real Estate Investment Strategies
12.2020 - 05.2021
Bachelor of Science - Finance
San Diego State University
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