Jesse Stein, Finance Expert in New York, NY, United States
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Jesse Stein

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
January 6, 2017

Jesse is the chief investment officer of compound asset management, a technology-enabled real estate asset management platform. He has more than 15 years as an entrepreneur and financial professional with experience in transaction management, data analysis, platform-building, the preparation of business plans and marketing materials, and capital raising. He enjoys freelancing as it allows him to get involved in a variety of exciting projects.

Structured FinanceEquity ResearchMarket ResearchFinancial ModelingFundraisingReal EstateCommercial Real EstateVenture CapitalPrivate EquityCapital MarketsMergers & Acquisitions (M&A)ValuationRevenue & Expense Projections

Career Highlights

Chief Investment Officer
Compound Asset Management
President
Commencement Capital
Chief Operating Officer
ETRE Financial

Education Highlights

Master's Degree
New York University
Bachelor's Degree
Cornell University

Case Studies

Work Experience

Chief Investment Officer

2018 - PRESENT
Compound Asset Management
  • Created and structured unique real estate funds.
  • Built a data strategy and analysis platform.
  • Analyzed real estate investment opportunities.
  • Developed investment strategies.
Focus areas: Investment Memoranda, Capital Structuring, Financial Engineering, Fintech, Finance Strategy, Data Analysis

President

2016 - 2018
Commencement Capital
  • Structured a $50 million public offering for a real estate investment platform.
  • Prepared a fundraising package for a startup financial services company.
  • Developed a financial model for an insurance business.
  • Advised on fundraising through a $25 million public offering.
  • Consulted on a business plan for a development stage company.
Focus areas: Real Estate, Business Planning, Market Research, Revenue & Expense Projections, Fundraising, Financial Modeling, Capital Structure Analysis, Data Analysis

Chief Operating Officer

2012 - 2016
ETRE Financial
  • Devised a unique legal structure to enable efficiencies and economies of scale.
  • Prepared and negotiated complex transaction structures.
  • Managed the IPO process for a $175 million offering and a $55 million offering.
  • Established a syndicate of more than 25 investment banks and broker dealers for a securities offering.
  • Designed and developed a web-based order management system for real estate securities.
  • Created a family of indexes using a smart-beta methodology and public data which subsequently co-branded with Nasdaq.
Focus areas: Investor Relations, Angel/Seed Funding, Financial Modeling, Business Planning, Market Research, Capital Structure Analysis

Executive Vice President

2011 - 2013
United Realty Partners
  • Sourced investment opportunities for a public real estate company.
  • Prepared complex financial models.
  • Authored investment committee memorandums.
  • Spearheaded due diligence efforts on firm acquisitions.
  • Managed capital raising efforts for debt transactions.
Focus areas: Market Research, Financial Modeling, Capital Structure Analysis, Data Analysis

Managing Director

2005 - 2008
Multi Capital Group
  • Raised more than $500 million of debt capital for a wide range of clients.
  • Prepared offering memorandums for capital raises.
  • Developed financial models for firm use.
  • Managed multiple equity raising campaigns on behalf of clients.
  • Established and maintained relationships with dozens of debt capital providers.
Focus areas: Fundraising, Financial Modeling, Market Research
2005 - 2006

Master's Degree in Real Estate

New York University - New York, NY, USA

1996 - 2000

Bachelor's Degree in Industrial & Labor Relations

Cornell University - Ithaca, NY, USA

1992 - 1996

Diploma in General Studies

Stuyvesant High School - New York, NY, USA

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