Jack Wilcox
Spring Analyst - Capital Markets & Asset Management @Dalfen Industrial
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WORK HISTORY
Spring Analyst - Capital Markets & Asset Management @Dalfen Industrial
Dallas, TX, US
Review loan documents and analyze SOFR-based terms (spreads, caps, caps/floors); cross-check loan data across Argus, PereView, and Excel to ensure accuracy- Update and roll forward a key leasing tracker for the upcoming year, building new formulas and formatting; the tracker is used monthly to compare underwriting assumptions vs. actual lease performance- Help track capital calls, loan draws, and equity commitments; work with asset managers to update cash management files and integrate new acquisition cash flows into budgeting reports- Create and update leasing dashboards and revenue projection spreadsheets; pull budgeting data from Yardi to support monthly reporting.
EDUCATION
SMU Cox School of Business
Bachelor of Business Administration - BBA, Real Estate
Phillips Academy
High School Diploma
ABOUT JACK WILCOX
Second Century Scholar and Real Estate Finance Major at Southern Methodist University
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