Professional Summary

Professional Overview

Taylor Channell is a versatile Investment Analyst with a diverse background in real estate, finance, and data analysis. Leveraging their expertise, they contribute to the investment decision-making process at Penn Office of Investments, while also serving as a Real Estate Agent at Fave Realty, Inc.

Experience Summary

Current Roles

Investment Analyst, Penn Office of Investments (2024-07-01 to Present)

• Conducts thorough financial analysis and market research to identify attractive investment opportunities

• Collaborates with the investment team to evaluate potential real estate, private equity, and fixed income investments

• Prepares comprehensive investment reports and presentations to support the decision-making process

• Monitors portfolio performance and provides recommendations for portfolio optimization

Real Estate Agent, Fave Realty, Inc. (2024-07-01 to Present)

• Assists clients in buying, selling, and leasing commercial and residential properties

• Conducts market analysis to advise clients on pricing, market trends, and investment strategies

• Negotiates contracts and coordinates all aspects of real estate transactions to ensure a seamless experience for clients

Career Progression

Agency Underwriting Intern, PGIM Real Estate (2023-06-01 to 2023-08-01)

• Analyzed commercial real estate loan applications and assessed property and borrower risk profiles

• Contributed to the underwriting process by gathering and evaluating property and market data

Real Estate Intern, Amtrak (2023-01-01 to 2024-05-01)

• Assisted in the management and leasing of Amtrak's real estate portfolio

• Conducted market research and financial analyses to support strategic real estate decisions

Part-Time Analyst, Osprey Equity, LLC (2023-01-01 to 2025-01-01)

• Performed financial modeling and valuation analysis to support the firm's investment strategies

• Contributed to the research and due diligence process for potential investments

Academic Background

Taylor holds a Bachelor of Science (B.S.) degree in Finance from the University of Pennsylvania, where they graduated with a cumulative GPA of 3.8. They are also a Certified Financial Planner (CFP) and have completed the CFA Level I examination.

Areas of Expertise

• Financial analysis and investment decision-making

• Real estate market research and investment strategies

• Portfolio management and performance optimization

• Data analysis and business intelligence

• Effective communication and client relationship management

Professional Impact

• Played a key role in the successful underwriting of several commercial real estate loans at PGIM Real Estate

• Contributed to the successful leasing and management of Amtrak's real estate portfolio

• Recognized for exceptional analytical and problem-solving skills, as demonstrated by their part-time analyst role at Osprey Equity, LLC

Conclusion

With a strong academic background, diverse industry experience, and a passion for investment analysis and real estate, Taylor Channell is poised to make a meaningful impact in the finance and real estate sectors. Their versatile skillset, combined with a collaborative approach and a keen eye for identifying growth opportunities, positions them as a valuable asset to any organization.