Jason Schwartz

Experience

• 

  Monomoy Properties REIT LLC

  Jun 2021 - May 2022

  Property Management Coordinator

  • Created and updated Excel spreadsheets that compiled and tracked property and tenant detail for more than 100 properties owned by Monomoy Properties LLC, a private REIT.• Responsible for drafting and sending out mailers to owners of target properties nationwide that Monomoy was interested in purchasing to generate a pool of potential acquisition leads.• Analyzed prospective acquisition targets and produced lease abstracts and summary analysis of properties the REIT was interested in acquiring.• Uploaded site visit photos using BuilderTrend, an online construction management cloud-based platform which Monomoy uses to maintain its records on its build-to-suit projects.• Drafted and published a Weekly Market Update to the entire Monomoy team, which tracked the market capitalization and relevant news related to each publicly traded tenant in Monomoy’s portfolio. Show less

• 

  Imperial Capital, LLC

  Jun 2022 - Apr 2023

  Junior Research Analyst

  • Modeled financial statements of high yield bond issuers for use by senior research analysts and Imperial’s salesforce on its fixed income trading desk.• Edited and circulated the research group’s daily Credit Desk Analyses produced by Imperial’s senior analysts to facilitate bond trading for the firms Sales and Trading team with its institutional client base.• Worked with legal and compliance, edited, and circulated Internal Use Only (IUO) research used by Imperial’s traders and salespeople.• Edited and published Imperial’s fixed income research reports and sent them to institutional clients after integrating required input from legal and compliance. Show less