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

Finance Expert in New York, NY, United States

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.
Jesse is now available for hire

Career Highlights


Case studies

Industry Expertise

  • Banking
  • Venture Capital & Private Equity
  • Real Estate
  • Financial Modeling
  • Startups
  • Capital Markets
  • Financial Engineering

Other Expertise


  • 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


  • Master's Degree in Real Estate
    2005 - 2006
    New York University - New York, NY, USA
  • Bachelor's Degree in Industrial & Labor Relations
    1996 - 2000
    Cornell University - Ithaca, NY, USA
  • Diploma in General Studies
    1992 - 1996
    Stuyvesant High School - New York, NY, USA

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