carlos almanza
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CARLOS ALMANZA 139-37 250th St, Rosedale, NY 11422 | (917) 773-4299
www.LinkedIn.com/in/AlmanzaCarlos | [email protected]
EDUCATION Peter J. Tobin College of Business, St. John’s University, Queens, NY Anticipated Graduation Date: December 2017
Bachelor of Science in Finance & Accounting, GPA: 3.5
ACADEMIC HONORS
Dean’s List seven semesters, National Society of Leadership, Finance & Economic Society, Veteran’s National Honor Society
RELEVANT REAL ESTATE COURSE
Breaking into Wall Street Constructed 10-year pro-forma for Seattle multi-family core investment, analyzed metrics such as unleveraged and
leveraged IRR/NPV and property’s implied value as determined by Cap Rate, DCF and comparable property sales.
Analyzed value-added office acquisition in Boston including market data, rent roll, rent abatement, turnover downtime,
and waterfall returns schedule in support for the acquisition and debt schedules.
Argus DCF, New York, NY
Built DCF and lease for office, retail, industrial, and multi-family dwellings, including leasing assumptions, space
absorption, presentation reports and property resale value.
PROFESSIONAL EXPERIENCE J.P. Morgan Chase & Co, New York, NY Summer 2016
Fixed Income E-Trading Client Services Internship
Supported investment banking propriety and multi-dealer electronic trading platforms through the onboarding and
enablement process; ensuring appropriate client coverage for cash and derivative products for electronic execution.
Increased client coverage on over 300 new and existing accounts executed due diligence to determine eligibility.
Executed multiple daily reconciliations to identify and resolve discrepancies and update accounts information as needed.
Dealogic, New York, NY Summer 2015
Fixed Income Relationship Management Internship
Aided in data quality checks for the publication of U.S. league tables in the 2Q 2015 Wall Street Journal.
Increased accuracy and quality of over 800 transaction profiles incorporating data from Moody's, S&P and Fitch.
Researched and analyzed market trends in the development of weekly newsletter reaching over 5,000 investment
banking professionals globally.
North Vista Management, Queens, NY January 2010 – June 2016
Asset/Property Management Created and ran financial models and analyzed operational, financial, market and statistical data.
Increase Net Operating Income by 12% by eliminating leasing commissions and reducing operating expense.
Evaluated and verified new applicant’s credit, income and rental history in efforts to mitigate financial liability.
Coordinated multiple renovation projects while insuring compliance with city building codes and safety regulation.
Managed financial operations for multiple-units through coordinating payments and expenses, forecasting
requirements, preparing an annual budget and scheduling expenditures.
United States Navy San Diego, CA July 2008 – July 2013
Validation Manager Enhanced and managed excel database, improving command maintenance completions rate by 8%.
Reduced command annual average budget by $500K verifying equipment parts; created detailed status reports and
coordinated outside assistance as required.
Delivered exceptional, consistent maintenance standards by consulting with over 40 departments to identify equipment
needs and provide technical documentation.
AWARDS
National Defense Service Medal
Global War on Terrorism Service Medal
Meritorious Unit Commendation Medal
ADDITIONALS Interest: Weight Lifting, Boxing, Football, Sky Diving, Real Estate Investing and Traveling.
Computer: Microsoft Office, Power Point, Advance Excel (Pivot & Sensitivity tables, VBA, Macros).
Organizations: Urban Land Development, Young Real Estate Professionals of New York and New York Real Estate
Institute.