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Updated almost 2 years ago, 12/21/2022

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7
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Diverse Skillset Individual Looking to Work for Bay Area Investor

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Posted

I am an aspiring investor based in the Bay Area, looking to provide FULL TIME, UNPAID help to a local real estate investor working on rehab projects in exchange for your mentorship. I am a multi-faceted individual with an in-depth knowledge of financial markets, a strong interest in real estate investing, and excellent client service skills. If your business is in need of some extra hands or you know one that is, I would greatly appreciate your consideration!

A little bit about me - I graduated summa cum laude in 2020 from Tufts University with a Bachelor of Science in Quantitative Economics, and minors in Mathematics and Food Systems. From May 2020 - October 2022, I worked at Goldman Sachs & Co. as a financial analyst aiding ultra-high net worth clients in their financial, philanthropic, and estate planning goals. Much of my work at Goldman Sachs consisted of building and analyzing investment portfolios, with assets ranging from stocks and bonds to private equity, private real estate, hedge funds, commodities, and many others. I have an in-depth understanding of financial markets, including the real estate market and how various factors such as interest/mortgage rates and inflation impact supply and demand. I also have excellent client service skills from communicating with ultra-high net worth clients daily via phone, zoom, or in-person meetings.

I left my job at Goldman Sachs in October with the hopes of pursuing a career in Real Estate Investing. I have done extensive research through Youtube videos, podcasts, and books to learn more about Real Estate Investing, as well as joined and attended meetings with a Real Estate Investor Association based in Boston. Finally, I recently passed my Massachusetts Real Estate Agent Exam on the first try, and while California does not offer reciprocity for out-of-state agents, I believe this process helped me build a strong foundation of real estate knowledge that would help me be an asset to your business.

I am based in the Bay Area with access to a car, and would like to offer FULL-TIME, UNPAID help to your business in exchange for your mentorship and the valuable knowledge I will gain along the way. I can perform comparative analysis and crunch numbers, meet with prospective sellers, drive around local neighborhoods and distribute flyers, call local real estate agents, propose remodel/design ideas, create and manage social media content, and any other tasks needed. I am a very fast learner and am confident I could quickly become an asset to your business. Please see below for a brief outline of my skills.

- Self-starter with entrepreneurial mindset, positive attitude, with a knack for creative problem-solving

- Excellent client service skills gained through daily communication with ultra-high net worth ($10M+) clients

- Detail-oriented individual with precise execution, facilitated many high-value transactions such as wires, trades, etc that leave no room for error

- Fantastic with numbers

- Deep understanding of investment vehicles and financial markets, including the real estate market and how various factors such as interest/mortgage rates and inflation impact supply and demand

- Massachusetts real estate agent license

- Graduated from Tufts University with a 3.9 GPA

- Native English, conversational Japanese and Spanish, currently working towards business-level Japanese

- References available upon request

Even if you can't use my help, I would be grateful to network with any investors/aspiring investors in the Bay Area, so I thank you in advance for interacting with my post!

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