Philosophy
Jonathan David Smith
Corporate & Investment Financial Analyst
Remote
Investments are a vehicle for transferring money from the impatient to the patient
Warren Buffet (altered)
Summary
Analytical investment professional with a strong background in financial modeling and risk management. Experienced in providing businesses of all sizes with financial and investment consultations, offering tailored solutions to optimize their investment strategies. Adept at developing new strategies and processes to achieve investment goals. Currently seeking remote financial and investment contract positions to leverage expertise and contribute to the success of organizations.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
Work History
CEO/Senior Investment Analyst
JDS Capital Advisors
12.2023 - Current
- Develop dynamic financial models to drive and maintain substantial investment growth for my clients.
- Build productive relationships with investment partners and industry professionals to support strategic investment objectives.
- Drive profitability for my clients with thorough financial analysis and strategic decisionmaking.
- Establish new revenue streams by identifying market opportunities and launching innovative investment strategies.
- Securing financing for critical projects through negotiation of favorable loan terms with financial institutions or investors.
Mortgage Underwriting Analyst
DHI Mortgage LTD
8 2021 - 01.2023
- Provided indepth analysis of tax returns and financial statements for borrowers with complex business and investment income streams.
- Supported product development initiatives by providing data-driven insights on market trends and customer needs.
- Underwrote and processed mortgages and secured loans, lending over $500MM annually.
- Contributed to company growth by identifying new business opportunities through competitive analysis and market research.
- Enhanced underwriting efficiency by streamlining processes and implementing automation tools.
Investment Principal, Corporate Strategies Advisor
New Vision Capital Strategy LLC
10.2016 - 08.2021
- Led innovative business and investment technology & automation platform design and implementation for financial and investment firms.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Conducted in-depth market research to identify emerging trends, enabling clients to capitalize on new investment opportunities.
- Developed comprehensive risk assessment tool, enabling more precise investment recommendations.
Investment & Analysis Associate
AR Capital
09.2014 - 09.2016
- Created, automated, and managed quantitative investment models, dashboards, and reports for internal investment clients.
- Built highly-quantitative market and financial data applications for analysis across company owned investment entities.
- Optimized financial departmental processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
Acquisitions Associate -Internship
Thor Equities - Private Equity Investment
04.2014 - 07.2014
- Successfully contributed to the acquisition of multiple high-performing assets, resulting in significant value-add for the company.
- Utilized advanced financial modeling techniques to accurately forecast future performance of potential acquisition targets.
- Conducted market research and analysis to identify strategic acquisition targets that aligned with company objectives.
- Developed financial models to assess potential acquisition targets, ultimately increasing company growth opportunities.
- Prepared and presented detailed investment proposals to senior management, securing approval for high-value acquisitions.
Investment Associate
Benenson Capital Partners -Private Equity Investment
04.2013 - 03.2014
- Monitored portfolio performance, making timely adjustments based on changing market conditions or investment objectives.
- Evaluated potential investment opportunities, identifying key risks and opportunities for growth.
- Optimized portfolio diversification through strategic asset allocation recommendations.
- Presented regular updates on portfolio performance to senior management, highlighting key achievements and areas for improvement.
- Improved the accuracy of financial models by refining assumptions and incorporating up-to-date market data.
- Gathered data and built financial models around key metrics.
Education
Master of Science - Real Estate Finance & Investment, Private Equity Investment
05.2001 - 05.2014
- MIT Real Estate 'THE CASE' Competition Finalist
- Vice-President REISA Retail Club
- Studied M&A Valuation and Advanced Accounting for Mergers, Acquisitions, & Restructuring
- Created Coney Island Post-Hurricane Sandy Revitalization Plan for NYC Economic Development Corp.
- Undergraduate mentor through the NYU FOCUS Mentorship Program.
- Dean's List, All Semesters
Bachelor of Science - Real Estate Development & Construction Engineering
05.2001 - 08.2011
Skills
Generative AI Investment Applications
Advanced Excel Financial Modeling
Multi-Tiered Equity Return Waterfall Structure
Investment & Risk Analysis
Private Equity Capital Raising
Data Analysis - Java, SQL, Python Programming
M&A Modeling
LBO Modeling
Investment Valuation
REIT Valuation
Bloomberg
Advanced MS Office
MRI Accounting Software
ARGUS Enterprise / DFC
Activities
- New England Society Junior Committee
- National Alliance on Mental Illness Young Professionals Board
- Royal Family Kid's Camps Foundation
- Walter Smith Foundation
- St. Thomas Soup Kitchen
- Urban Land Institute
- NYU Schack Institute of Real Estate Student Association
Certification
LEED AP, US Green Council - Current
Interests
Quantum Mechanics
Golf
Surfing
Financial Artificial Intelligence
Philanthropy
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Contract WorkGig WorkLocation Preference
RemoteImportant To Me
Flexible work hoursWork from home optionTimeline
Advanced Real Estate Financial Modeling Certification, A.CRE - Current
01-2024
CEO/Senior Investment Analyst - JDS Capital Advisors
12.2023 - Current
Investment Principal, Corporate Strategies Advisor - New Vision Capital Strategy LLC
10.2016 - 08.2021
Investment & Analysis Associate - AR Capital
09.2014 - 09.2016
Acquisitions Associate -Internship - Thor Equities - Private Equity Investment
04.2014 - 07.2014
Investment Associate - Benenson Capital Partners -Private Equity Investment
04.2013 - 03.2014
Advanced Financial Modeling Bootcamp Certified, REFM - Current
03-2013
LEED AP, US Green Council - Current
04-2011
New York University - Master of Science, Real Estate Finance & Investment, Private Equity Investment
05.2001 - 05.2014
University of Southern California - Bachelor of Science, Real Estate Development & Construction Engineering
05.2001 - 08.2011
Mortgage Underwriting Analyst - DHI Mortgage LTD
8 2021 - 01.2023