Nathan Norman
- Role
- Director, Alternative Investments at Pin Oak Investment Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Director, Alternative Investments
Jan 2011 — Present
Alternative Investments ~ Oversaw the creation, capital raise and portfolio management of multiple private investment funds, with more than $350 million in aggregate gross assets across five strategies.~ Lead due diligence and underwriting efforts on all potential investment allocations ~ Negotiated credit terms and secured both project financing and revolving credit facilities for various assets and entities ~ Worked alongside outside counsel to generate the appropriate legal framework of the investment vehicles with a focus on specific terminology related to performance waterfalls and periodic valuations ~ Active in the oversight of the underlying investments and ensured timely completions of audits and tax filings Trading and Portfolio Allocation ~ Coded proprietary applications used to streamline trading methods and increase visibility of target vs. actual allocation within portfolios.~ Interfaced with multiple datasets, guaranteeing current and accurate information for time sensitive decisions.~ Deployed the system via custom add-in through Microsoft Excel Client Interaction ~ Addressed complex questions about strategies and and assets without using technical jargon.~ Regularly included in meetings with new clients with exotic assets outside the normal expertise of the advisors.
Skills
- Excel
- Fixed Income Strategies
- Operational Due Diligence
- Firm Valuation
- Equity Valuation
- Real Estate Financing
- Dcf
- Debt Offerings
- Private Equity
- Market Analysis
- Banking
- Commercial Banking
- Real Estate Finance
- Cash Flow Forecasting
- Credit Portfolio Management
- Asset Allocation
- Financial Planning
- Credit Analysis
- Risk Management
- Private Placements
- Loan Structuring
- Fixed Income Research
- Bank Relationship Management
- M&a Due Diligence
- Real Estate Transactions
- Loan Documentation
- Macros
- Financial Modeling
- Investment Strategies
- Alternative Investments
- Asset Based Lending
- Market Research
- Land Acquisition
- Financial Analysis
- Npv
- Vba
- Equity Research
- Asset Management
- Acquisition Analysis
- Due Diligence
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