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EducationIndiana University, Kelley School of Business - Bloomington, IN Aug Street Address  - May 2024Bachelor of Science in Business *Hoosier Scholarship GPA: 3.3/4.Street Address  Major: Finance Loyola Academy - Wilmette, IL ACT: 32 Aug 2016 - June 2020 Varsity Football (WR) 2018 State Champions, 4 Year Arrupe Service member Work ExperienceAdvocate Advisors - Chicago, IL - Client Relationship Intern May 2023 - Aug 2023 Quantitative Analysis/Valuation - Created multi-factor models in Excel to value commercial properties differently than CoStar this became a competitive advantage when negotiating lease terms representing clients Client Acquisition - Created a model that took an alternative approach to target high priority clients, this strategy resulted in 14 subsequent meetings (Advocate still uses my model) Negotiation and Deal Closure - Assisted CEO in 14 client negotiations, providing analytical support that facilitated 4 successful deal closures, showcasing my ability to elevate a firms client group whether sourcing clients or raising capital Market Analysis - Accumulated market and client insights through extended periods of analysis from private data, Morningstar, CoStar, and broker reports; to identify business opportunities and stay up to date with information Ready State Asset Management - Chicago, IL - Apprentice (IR Team) May 2023 - Jun 2023 AUM Growth - Collaborated with Head of Marketing and IR to understand the strategies involved in AUM growth, gaining insights into client acquisition, retention, and capital inflow optimization - developed expertise in capital development process Client Management - Cultivated/maintained relationships with institutional investors and family offices through consistent communication, understanding specific needs, and tailoring portfolio allocation to ensure client satisfaction and loyalty Execution Trading - Received mentorship from the execution trader, gaining insights into trade execution strategies, market dynamics, and the relationship between investment banks and hedge funds Maverick - Chicago, IL - Financial Analyst May 2022 - Aug 2022 Due Diligence - Led the underwriting process for multi-family deals, meticulously analyzing financial and operational data to estimate cap rates; this analysis determined how we sourced funding for the client and projected return on project per year Informed Lending - Enabled more informed lending decisions by evaluating client development proposals, determining optimal loan amounts and viability. LTV was often 75% Risk Management - Conducted industry specific risk assessments of client profiles prior to securing bank funding, consulted with lenders (mostly private banks) to conduct risk analysis Relationship Management - New clients go-to-guy for any questions relating to competitive edge and deal closure process RMB Capital; VennWell LLC - Lake Forest, IL - Client Analyst Oct 2021 - Jan 2022 Equity Research - Conducted in-depth equity research and market analysis on publicly traded companies, driving informed investment decisions and enhancing the firms equity investment strategy Diversification and Portfolio Management - Expert in optimizing risk-adjusted returns through strategic asset allocation Bloomberg Investments - Bloomington, IN Leadership & Club Involvement Oct 2022 - Jan 2024 Club Member - founding group IU Venture & Equity Investment - enhanced financial acumen and market insights practicing the capabilities of Bloomberg Theta Chi - Bloomington, IN Oct 2021 - Jan 2023Head of Recruitment & Social Chairman Recruited the largest Theta Chi recruitment class in the nation for 2022 Elected Social Chairman, managed school relations, lighting and sound setup Skills - Intangibles - Career PursuitKevin BiresPermanent:1122 Pine Oaks Circle,Lake Forest, IL 60045EMAIL AVAILABLEPHONE NUMBER AVAILABLECurrent:511 N Lincoln St,Bloomington, IN 47408 Proficiency in Excel, Bloomberg, Morningstar, Sales Force/CRM, Adobe Quick learner; demonstrated by ability to rapidly adapt and perform many positions/tasks Innate leader with exceptional interpersonal skill useful for negotiation and relationship building Superb ability to process information and identify trends Certified Big Ten Accredited Investor (QAI); 4 years of investment experience Looking to fundraise; source capital from institutional investors, family offices, foreign investment, and businesses Experience with derivative trading (Black-Scholes), convert arbitrage strategies, hedging strategies, and traditional investment