Jasen M.

About Jasen M.

I am an aspiring real estate finance professional with a strong academic foundation in commercial real estate through coursework focused on valuation, capital markets, and analysis. My interest lies in the acquisition and private credit side of the industry, where disciplined underwriting and data driven decision making create long term value.Through my real estate coursework and independent study, I have gained experience building financial models in Excel, working on property level cash flow analysis, and researching market trends to evaluate investment opportunities. These projects sharpened my analytical skills and provided exposure to the types of tools and processes used in underwriting and asset management.I am eager to apply my skills and continue learning in a professional setting. My goal is to contribute to a team where I can support financial modeling, valuations, and due diligence, while growing my knowledge of commercial real acquisitions and private credit investment strategies.

Experience

1. Investment Analyst

   Morgan Stanley

   Sep 2022 — Present · New York, NY, US

   Construct equity index portfolios tailored to client objectives using advanced Excel and proprietary optimization software; completed analyses totaling $6.5B+ in assets.Generate financial datasets and strategy materials that support ongoing investment management.Develop and maintain dashboards and financial models with Bloomberg API to streamline analysis and reporting.Collaborate on Excel VBA macros to automate workflows and improve efficiency.Partnered across equity and fixed income groups, enhancing cross-team efficiency and expanding analyst skill sets.Support senior leadership by producing customized client analyses for option strategies.

Education

• Wharton Executive Education

  Real Estate

• Santa Clara University

  Bachelor of Business Administration - BBA, Finance, Real Estate