Huma Khan
Senior Associate
Summary
Experienced Financial Analyst specializing in real estate investments, asset modeling, and financial planning. Proficient in DCF modeling, market research, and performance analysis using tools like Power BI. Demonstrated success in facilitating multifamily acquisitions, dispositions, and refinancing. Skilled at transforming complex data into actionable insights and collaborating with cross-functional teams to improve investment strategies.
Overview
9
9
years of professional experience
Work History
SME, Senior Associate
Ameriprise Financial
02.2022 - 04.2024
- Constructed and updated DCF models to evaluate real estate investment opportunities.
- Supported multifamily acquisition, disposition, and refinancing initiatives through financial modeling and data validation.
- Partnered with due diligence and development teams to identify financial and strategic implications.
- Conducted market research to validate model assumptions and analyze economic impacts.
- Integrated KPIs such as IRR, Cash-on-Cash, and MOIC into models for performance evaluation. - Led process improvement initiatives and trained new hires in private equity workflows.
- Promoted critical thinking by designing challenging assignments that required students to analyze and synthesize information.
- Conducted regular reviews of operations and identified areas for improvement.
- Maintained database systems to track and analyze operational data.
- Generated reports detailing findings and recommendations.
- Devised and implemented processes and procedures to streamline operations.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Created and managed project plans, timelines and budgets.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Trained and supported new team members, maintaining culture of collaboration.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
- Identified potential risks to develop mitigation plans and minimize impact on project timelines.
- Increased profitability and productivity by minimizing downtime and streamlining quality control procedures.
Associate – Cash Management
Ameriprise Financial
01.2021 - 01.2022
- Published daily cash and portfolio reports using Aladdin for portfolio managers and traders.
- Resolved overdrafts and reconciliation discrepancies across accounting and custodian records.
- Collaborated across departments to ensure data accuracy during corporate actions.
Senior Associate – EMEA Reconciliation
Ameriprise Financial
01.2018 - 01.2021
- Managed institutional client portfolios, performing daily reconciliations of cash and securities.
- Produced and delivered reports to clients, resolving issues related to income variances and corporate actions.
Associate Analyst – Reconciliation
01.2015 - 01.2018
- Managed NAV accuracy and reconciliation of trades in InvestOne.
- Delivered monthly and quarterly accounting reports to internal stakeholders and clients.
Education
AFRM - Applied Financial Risk Management
IIM Kashipur
MBA - Finance & Marketing
Army Institute of Management And Technology
Skills
- Real estate financial analysis for multifamily properties
- Strategic advisory
- Cross-functional collaboration
- Bloomberg
- Aladdin
- Power BI
- Reporting
- Cash-on-Cash Returns
- KPI
- Data-driven performance assessment
- Property Comparables
- Market Research
- Structured Finance
- Risk assessment in investments
- Exposure to Argus Enterprise
- TVPI
- MOIC
- IRR
- Proficient in DCF modeling
- Real estate financial analysis for multifamily properties
Training and mentoring
Expertise in subject matter
Strong analytical skills
Research and development
Innovative thinking
Strategic thinking
Teamwork and collaboration
Creative solutions
Multitasking
Adaptability and flexibility
Problem-solving abilities
Accomplishments
- AMMY Gold Award – 8x for excellence in operations
- Be Brilliant Award – Recognized for process innovation
- Client/Manager appreciation and monthly excellence awards
- US Visa approved (valid till 2026)
Timeline
SME, Senior Associate
Ameriprise Financial
02.2022 - 04.2024
Associate – Cash Management
Ameriprise Financial
01.2021 - 01.2022
Senior Associate – EMEA Reconciliation
Ameriprise Financial
01.2018 - 01.2021
Associate Analyst – Reconciliation
01.2015 - 01.2018
AFRM - Applied Financial Risk Management
IIM Kashipur
MBA - Finance & Marketing
Army Institute of Management And Technology
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