Chess
Prakhar Agrawal
Real Estate EMEA Acquisitions & Investment Professional
Pratapgarh
Summary
A results-driven professional with 6+ years of experience in Real Estate Valuation, Portfolio Management, and Investor/Fund Reporting across Core, Opportunistic, and REIT funds.
Skilled in deal structuring, financial modeling, and performance tracking, with expertise in using advanced tools like CBRE ERIX, RCA Analytics, and Capital IQ. Proficient in negotiating critical documents, conducting market research, and managing cross-functional teams to execute real estate investment strategies effectively.
Possesses strong skills in business research, analytical thinking, derivatives trading, and financial management. Holds an MBA focused in Finance and Financial Management Service
Overview
9
9
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Associate
JPMorgan Chase
06.2023 - Current
- Specialize oin structuring and evaluating real estate investments across various asset classes, conducting financial modelling, market analysis, and deal execution to drive strategic investment decisions
- Structured and evaluated deals across Forward Payment, Forward Funding, Development, Income-Producing, and Land transactions
- Reviewed and negotiated critical documents, including Non-Disclosure Agreements (NDA) and Non-Binding Offers (NBO), ensuring compliance and transaction readiness
- Analyzed lease agreements for tenant renewals and new leases, updating valuation models and preparing IC memos
- Led deal evaluations by engaging in discussions with brokers and sellers to assess acquisition opportunities and align with overall investment strategy
- Prepared investor-ready marketing materials and presentations to support financing strategies for real estate transactions
- Analyzed and compared term sheets from financial institutions, recommending optimal financing structures tailored to the specific needs of the deal
- Built advanced financial models and performed detailed underwriting for real estate assets across Office, Industrial, Residential, and Retail sectors, using valuation methodologies such as DCF, transaction comparables, sensitivity analysis, and IRR analysis
- Monitored portfolio performance through KPI tracking and reporting, providing actionable insights to optimize asset performance
- Utilized industry-leading tools, including CBRE ERIX, RCA Analytics, and Oxford Economics, Capital IQ for market research, valuation benchmarking, and identifying growth opportunities
- Collaborated with cross-functional teams and external stakeholders to execute acquisition and asset management strategies effectively
- Authored detailed research reports, sector analyses, and Investment Committee (IC) memos to support strategic decision-making for senior leadership
- Conducted in-depth market analysis leveraging analytics platforms to assess market trends, macroeconomic indicators, and sector-specific performance
Analyst
JPMorgan Chase
07.2021 - 06.2023
- Created and maintained marketing materials (pitchbooks, product profiles, and teasers) to support business development.
- Updated internal databases, client cash flows, Fund AUMs, and financial records on a monthly/quarterly basis.
- Managed fund-level and property-level reporting, including client statements and quarterly/annual reports.
- Responded to audit requests, ensuring compliance and accuracy in reporting.
- Reviewed and updated Client/Fund Level Questionnaires to meet business requirements.
- Coordinated with internal teams, clients, and consultants to deliver business requirements and enhance communication.
- Analyzed economic, demographic, and market data for fund marketing materials and competitor analysis.
- Handled RFPs/RFIs and investor document submissions, ensuring timely and accurate responses.
- Collaborated with the technology team on automation projects to streamline reporting processes.
Analyst
Wipro
06.2018 - 07.2021
- Valuation Reporting and Portfolio Management
- Prepared MOIC schedules, sensitivity analyses for REIT deals, QTD/YTD investment returns, and investment exposure records
- Developed fund performance summaries (Opportunistic Fund Flash), fund roll-downs for gross/net IRRs, and valuation reports for Deloitte audits
- Managed debt schedules, occupancy reports, REIT GAV files, and CORE fund Tableau dashboards
- Maintained U.S Asset-level files across sectors and coordinated with Fund Accounting for LP distributions
- Collaborated with Chatham for MTM debt files and utilized Batchgeo for global asset mapping
- Valuation Model
- Maintained and updated valuation models for CORE and Opportunistic funds in the U.S Region
- Conducted valuation model lockdowns, roll-forwards, and managed cash flows for fund investments
- Preparing other quarterly deliverables
- Preparing process documentation
Stock Broker
Stock Holding Corporation of India Ltd.
03.2016 - 05.2025
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Monitored economic indicators and global events, staying informed on factors affecting market conditions.
- Negotiated favorable trade executions, ensuring best possible pricing for clients'' transactions.
- Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
- Effectively managed high-pressure situations during periods of market volatility, maintaining composure while making crucial decisions.
- Increased client satisfaction by providing personalized investment advice and portfolio management.
Education
MBA - Finance
ICFAI Business School
Hyderabad 06.2015 - 01.2017
B.Com. - CWA
Ness Wadia College of Commerce
Pune 06.2012 - 03.2015
12th - Commerce
New Angels Senior Secondary School
Pratapgarh, India 04.2011 - 03.2012
10th -
Prabhat Academy
Pratapgarh, India 04.2009 - 03.2010
Skills
Client relationship building
Portfolio management
Fundamental analysis
Competitive analysis
Stakeholder management
MS office
Adobe Proficiency
Market research
Deal Negotiation
Accomplishments
- Summer Internship Project awarded 'Best SIP Report' title, scoring an A grade
Interests
Cricket
Paddle
Novel
Travel
Timeline
Associate
JPMorgan Chase
06.2023 - Current
Analyst
JPMorgan Chase
07.2021 - 06.2023
Analyst
Wipro
06.2018 - 07.2021
Stock Broker
Stock Holding Corporation of India Ltd.
03.2016 - 05.2025
MBA - Finance
ICFAI Business School
06.2015 - 01.2017
B.Com. - CWA
Ness Wadia College of Commerce
06.2012 - 03.2015
12th - Commerce
New Angels Senior Secondary School
04.2011 - 03.2012
10th -
Prabhat Academy
04.2009 - 03.2010
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
Hindi
English
Personal Information
- Location Preference: India/Overseas
- Date of Birth: 02/16/93
Extra-Curricular Activities
- Led discussions on Demonetization (2016) and anchored Money Matters Club events at IBS Hyderabad (2015-2016).
- Coordinated inter-college fest 'Infinity' (2014, 2015) and headed the Event & Research vertical.
- Secured positions in chess competitions (2013-2014) among 4,000 participants and ranked 2nd in Mockstock at Infinity fest (2015).
- Awarded Best Group Leader (2013) and ranked 3rd in Ness Wadia College of Commerce debate competition (2014).
- Played cricket as an all-rounder for Pratapgarh District Team (2010).
Areas Of Interest
- Music
- Exercise
- Travel
- Cycling
- Swimming
- Reading
Extra-Curricular Activities
Held the discussion on Demonetization in 2016 Participated as an anchor at Money Matters Club events at IBS, Hyderabad 2015-2016 Coordinator for the inter-college fest 'Infinity' for the years 2014 and 2015 Played cricket as an all-rounder from the Pratapgarh District Team in 2010 Head of the Event & Research vertical Secured position in the chess competition for consecutive two years among 4000 participants 2013-2014 Awarded as the Best Group Leader in 2013 2nd at Mockstock event in the inter-college fest Infinity in 2015 3rd at Ness Wadia College of Commerce debate competition in 2014
Areas Of Interest
- Music
- Exercise
- Travel
- Cycling
- Swimming
- Reading
Core Competencies
Windows 98, Windows 2000, Windows XP, Windows 7, Windows 8, MS Office (Word and PowerPoint), CapitalIQ, MSCI RCA Analytics, CBRE Erix, Excel (Financial Modelling), C, C
Personal Information
- Location Preference: India/Overseas
- Date of Birth: 02/16/93