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