Brandon Chan

About Brandon Chan

Motivated financial analyst with a successful record of providing value to investment…

Experience

1. Senior Investment Analyst

   Principal Financial Group

   Jan 2018 — Present · Des Moines, IA, US

   Produced over $1 billion in commercial mortgages on properties throughout the east coast with a team of three – primarily in the Washington, DC and Baltimore MSA’s.•Analyze the risk profile of commercial real estate opportunities and work with Portfolio Management team to address any risks associated with potential transactions.•Provide recommendations for mortgage structure and loan terms to mitigate risks from potential transactions.•Model the cashflow projection and valuation of commercial properties utilizing ARGUS/Excel.•Assess value of commercial properties for all potential real estate investments and annually update property values for Principal’s east coast mortgage portfolio.•Utilize CoStar, Reis, local brokerage teams, and internal research teams to research real estate markets across the east coast to assess market/submarket capitalization rates, rents, vacancy, concessions, and supply/demand.•Communicate with environmental and engineering teams to identify and mitigate potential risks associated with loan collateral.•Assist closing team with due diligence, including reviewing tenant leases/estoppels and performing background and credit searches.•Prepare summaries of investment opportunities and present to Real Estate Committee.•Monitor the performance of over 200 mortgages and provide investment commentary to portfolio management team.•Market debt products to mortgage brokers/borrowers and position Principal’s debt investments to be competitive with the lending market.•Present and market internship opportunities at Principal Financial Group to students at Drake University and Georgetown University.•Trained four new hires/interns in real estate fundamentals, cashflow modeling, mortgage origination, and risk management.•Led trainings sessions to transition team to new Salesforce loan origination system.

Education

• Drake University

  Master of Business Administration - MBA

  2019 — 2024

• Drake University

  Bachelor of Science and Public Administration, Quantitative Economics and Mathematics

  2013 — 2017

• The Chinese University of Hong Kong

  International Asian Studies Programme

  2016 — 2016

Skills

• Research
• Microsoft Powerpoint
• Customer Service
• Microsoft Word
• Microsoft Excel
• Leadership
• Social Media
• Time Management
• Critical Thinking
• Event Planning
• Microsoft Office
• Powerpoint
• Public Speaking
• Sales