Kush Kalathia

Experience

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  PatientClick

  Jun 2012 - Aug 2012

  Marketing Intern

  • Compiled performance metric data into weekly client oriented newsletters. • Managed corporate image through multiple social media platforms such as Facebook, Twitter & Wordpress. • Surveyed existing customers regarding product satisfaction and assistance.

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  Quality Inn Seaworld Zoo Area

  Jun 2013 - Aug 2013

  Front Desk Officer

  • Maintained reservation database through reconciling database with online reservation system and other written records. • Improved customer experience through timely responding to customer requests and complaints. • Corresponded with new and potential customers in a timely manner to ensure accuracy of information and customer satisfaction.

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  MFS Investment Management

  Jul 2015 - Dec 2015

  Global Distribution Solutions Co-op

  • Compiled daily, weekly and monthly reports detailing mutual fund sales data, which was distributed to a global sales team of over 300 members.• Analyzed daily sales reports to identify large and significant trades for other departments.• Identified sales trends and future opportunities with MFS business partners through analysis on key metrics and ad-hoc reports.• Created presentations for upper management that detailed work flow processes.• Assisted wholesalers with client scheduling and correspondence through the CRM system.• Developed report analysis procedures and guidelines for future co-ops. Show less

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  Brown Brothers Harriman

  Jul 2016 - Dec 2016

  Corporate Actions Specialist

  • Obtained and analyzed SWIFT messages from sub-custodian banks to process various types of corporate actions such as mergers, interest payments, dividend payments, company name changes etc.• Communicated with sub-custodian banks to resolve discrepancies in SWIFT messages to ensure accuracy for holders and clients.• Processed internal requests to resolve incorrect information.• Gathered data from second sources such as Bloomberg and DACE to process income events and repairs.• Updated information in various corporate actions as additionally provided from sub custodian banks.• Ran ad-hoc reports and cross referenced from BIDS to obtain accurate and updated information for corporate actions. Show less

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  Bank of Cardiff

  May 2017 - Jun 2019

  Operations and Accounting Associate

  In this role, I gained skills that encompass financial accounting, credit and funding analysis, syndication management, human resources, and stakeholder communication. In financial accounting, I managed various aspects of financial records and reporting, including internal controls for improved financial transparency. My credit and funding analysis work involved comprehensive documentation and collaboration with lenders. I also handled syndication management and maintained personnel records, while actively building relationships with key stakeholders to support the company's financial objectives.Accomplishments:• Managed over $103M in A/P, A/R, and prepared bank reconciliations, company general accounting ledgers, and other financial records. • Developed and executed internal controls to create financial statements for investors and upper management.• Created reports displaying performance metrics of over 20 lenders in terms of submissions, approvals, rates, and loan amounts.• Maintained and submitted participation payable reports for over $5M in syndications to company upper management.• Monitored all personnel data, time sheets, sick leaves, and 401k plan data for over 40 employees, the entire company. Show less

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  Skeiron Real Estate, LLC

  Jun 2019 - Mar 2021

  Senior Analyst

  I possess extensive experience in real estate acquisitions, successfully sourcing and underwriting numerous properties in the hospitality sector. I've also demonstrated proficiency in asset management by implementing cost-saving initiatives across a significant asset portfolio. My responsibilities have extended to entity management, ensuring the legal compliance of multiple business entities across different states. Furthermore, I've played a crucial role in developing and maintaining a substantial acquisition pipeline for future opportunities.Accomplishments:• Sourced 200+, underwritten 130+, and closed 5 hospitality real estate transactions, valued at $75M.• Led cost-cutting initiative across portfolio to combat impact of COVID-19 resulting in 28% decrease in average costs per room across a portfolio with $200M of assets under management.• Solely responsible for maintaining legal status with Secretary of States and Franchise Tax Boards for over 12 business entities across four different states. Show less

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  Stratton Road Realty

  Mar 2021 - May 2023

  Analyst

  I played a pivotal role at the startup platform that was Stratton Road Realty, showcasing my expertise in acquisitions, asset management, and investor relations for commercial real estate assets. The asset types that I gained experience in include hospitality, multifamily, office, industrial, and retail.Accomplishments:• Created models to evaluate the financial viability of potential investment properties and presented strong prospects to the Investment Committee. • Sourced 160+, underwritten 60+, and closed one commercial real estate transaction, valued at over $10M. • Led valuation and market analysis for the acquisition of a five-building office complex; conducted due diligence, and debt structuring analysis, leading to a deal-level IRR of 16.2% at closing.• Audited property management companies to ensure optimum performance of $10M of office assets under management and over $50M of hospitality assets under management. • Constructed financial presentations, underwriting models, operating reports, and case studies used for raising approximately $20M in capital from over 40 high-net-worth investors and partners while providing monthly and quarterly reports. Show less

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  Cityview

  May 2023 - now

  Asset Management Analyst

  I’m responsible for perfecting asset performance of a multifamily real estate portfolio of over 25 properties, 2,000 units, across 5 markets. I do this by leveraging my market intelligence skills and analytical skills to optimize pricing, leasing activity, and tenant retention. This helps our assets to perform at peak capability and maximize fund investor returns.Accomplishments:• Developed comprehensive financial reporting dashboards for a 2,000+ unit portfolio, aiding both internal and external strategic decision-making.• Innovated a lease renewal process, resulting in a 7% boost in rental rates and enhanced portfolio value and stability.• Implemented tenant screening strategies, reducing delinquencies and achieving an industry-leading 98% monthly collections average across the entire portfolio.• Worked directly with property management and construction management teams to achieve average lease trade outs of over 40% and ROI of over 13% on unit renovations. Show less