Jason Ballow, CFA

Experience

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  AGO INVESTMENTS, INC.

  Nov 2003 - Apr 2008

  Project Manager

  - Performed due diligence, analysis of current financial position, forecast financial performance and return scenarios, and presented to investors, including two projects that returned 31% and 48% - Performed property manager responsibilities for 575,000 square foot office and retail portfolio located throughout California and Nevada.

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  Centerline Capital Group Inc

  Jul 2006 - Apr 2008

  Private Equity Associate

  - Analyzed, monitored and reported on investments in multifamily $200 million private equity value-add fund, including review of appraisals, market trends, operating performance, hold/sell analysis, debt strategy, and capital plan (which included development and rehabilitation review).- Led team initiative to abstract all key loan documents for the value-add fund.- Created and maintained financial models in Excel to identify and evaluate acquisition, refinancing, rehabilitation and development of commercial and multifamily real estate projects. Show less

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  MIKA Realty Group

  May 2008 - Jan 2011

  Vice President Asset Management

  - Designated by the CEO to restructure and stabilize a boutique management team. - Oversaw financial and physical operating activities of each asset in a 1.88 million square foot, nationwide portfolio of properties to maximize returns to investors, including generating quarterly financial reports.- Undertook a project management role during company-wide software changeover and implementation.

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  12th Gate Inc.

  Apr 2011 - Jan 2013

  Financial Consultant

  - Analyzed business operations, financial data, cash management systems and aided in implementing strategic changes to increase revenue at companies in Argentina, Chile, Brazil, Panama and Peru- Collaborated with marketing and business development teams to efficiently launch products in new and existing markets under budget and on time

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  Grupo Arpenta

  Oct 2012 - Jan 2013

  Intern - Commodities Trading Group
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  JDH

  Aug 2013 - now

  - Manage the $145mm soybean meal trade as a standalone business unit, with sole accountability for P&L and all decision-making, logistical, and trading responsibilities. > Demonstrated sales increase every year of the 6 years under my management, averaging 30% over the last three years. > Repositioned JDH from a regional partner to an international competitor in the global soybean meal market, doing business with the largest agricultural companies in the world. > Establish and maintain relationships with customers, brokers, traders, union and non-union transportation and facility personnel, and competitors. > Oversee supply chain and inventory management for increasing volumes: product procurement, cost structure, product metrics in transit and at rest, transportation and warehousing capacities, and logistics at both origin and destination. > Develop and implement a successful risk management strategy for the portfolio based on a mosaic of technical market analysis, tenure-acquired heuristics, insights gathered from a cultivated network of industry experts, and macro and micro economic indicators.- Proficient in a variety of trading techniques and methodologies. Show less

  • Commodity Trader

    Mar 2018 - now

  • Commodity Trader

    Apr 2016 - Mar 2018

  • Commodity Trader Trainee

    Aug 2013 - Apr 2016