Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Robin Lo

Toronto,ON

Overview

2
2
years of professional experience

Work History

Analyst, Valuation & Investment Analytics

BentallGreenOak
06.2022 - Current
  • Conducted portfolio valuation and underwriting for major Canadian real estate funds including Sunlife LP and Prime Canadian fund
  • Analyzed and benchmarked Sunlife portfolio performance through MSCI to provide senior management with actionable insights, resulting in consistent outperformance to index
  • Utilized Argus Enterprise to perform cashflow analysis and return calculations in support of acquisitions and development projects
  • Coordinated quarterly external and internal valuation process for all accounts managed by the company
  • Produced market intelligence on micro/macro-economic factors, major trends, and potential investment opportunities
  • Collaborated with asset managers to conduct risk assessment and sensitivity analysis to develop short/long term strategies
  • Participated in quarterly valuation committee meetings with senior executives and contributed to investment planning.

Research Analyst

JLL
04.2021 - 05.2022
  • Published research reports, illustrating data graphically and translating complex findings into understandable insights
  • Utilized Tableau to build custom dashboards of primary Canadian market to provide research solutions and recommendations
  • Collected, cleaned, and analyzed structured and unstructured market data for business initiatives
  • Created financial models to forecast major market trends including vacancy and absorption

Education

Bachelor of Science - Statistics & Mathematics

University of Toronto – St. George
Toronto
11.2019

Skills

  • Valuation & Underwriting
  • Financial Modelling
  • Portfolio Analysis
  • Risk Assessment
  • Data Manipulation
  • Argus Enterprise
  • MS Office Suite
  • Tableau

Accomplishments

  • CFA Level II Candidate

Timeline

Analyst, Valuation & Investment Analytics

BentallGreenOak
06.2022 - Current

Research Analyst

JLL
04.2021 - 05.2022

Bachelor of Science - Statistics & Mathematics

University of Toronto – St. George
Robin Lo