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Natalie K

Natalie K

Marketing Consultant

Sterling Analytics

San Francisco, Other


Sterling Analytics

Marketing Consultant

Career medium 01

Guggenheim Real Estate

Business Development & Client Service - Internship

Guggenheim Real Estate is an SEC-registered advisor that enables institutional and high net worth clients to pursue an actively managed commercial real estate investment strategy.

During the internship, I worked with investment consultants, endowment funds and high net worth clients for a $1.3 billion real estate portfolio.

Addressed investor inquiries regarding fund structure for both private and public portfolio investments ranging from 30 direct property investments to CMBS and REIT allocations.

Analyzed economic data for research projects, including public real estate and internal portfolio performance against NCREIF benchmark, MSA diversification analysis and transaction support.


Colony Realty Partners, LLC

Asset Management Associate

Colony Realty Partners is a privately held real estate investment company that acquires and manages commercial real estate properties on behalf of many of the world’s leading institutional investors, including pension funds, public corporations, endowments, sovereign wealth funds, and high net worth individuals.

In the associate role, I participated in all aspects of asset management for a 30-million square foot commercial real estate portfolio across major US markets.

Prepared portfolio level presentations for the investment committee, as well as oversaw and coordinated all separate account reporting. Assisted investor relations with RFPs and investor inquiries and prepared marketing slides as needed. Responsible for oversight and audit of over 1,600 office and industrial leases and property level data for 150 investment properties in YARDI.

Career medium 01
Career medium 01

Partners Group

Investment Solutions

Partners Group AG is a global private markets management firm with over USD 40 billion in investment programs under management in private equity, private debt, private real estate and private infrastructure. The firm is headquartered in Zug, Switzerland and manages a broad range of funds, structured products and customized portfolios for an international clientele of institutional investors, private banks and other financial institutions.

Focus on capital raising and client service related to private equity, private infrastructure, and private real estate investment strategies for US and international institutional investors.

Work directly with senior relationship managers across US, Europe, Asia and EMEA offices, to create customized presentations, proposals and client pitches. Ensure regulatory compliance of all marketing materials in close coordination with the legal team.

Research fundraising and market opportunities. Prepare competitor and industry performance analysis. Create marketing materials for new products and assist on projects related to new business development, strategic planning, and product development.


State Street

Investor Relations - Internship

State Street Corporation was founded in 1832 and is headquartered in Boston, Massachusetts. The firm provides investment servicing and investment management services to institutional investors worldwide.

The internship was working directly with the Director of investor relations for State Street on a three person team. In this role, I researched sell-side analyst reports, earnings estimates and press releases on State Street and its peers for the executive committee as well as analyzed quarter-end financial models for revenue and fees.

Additional assignments were assisting on presentations for quarterly and annual investor and company meetings, as well as during Investors Bank & Trust acquisition.

Career medium 02
Career medium 05

Archon Group

Commercial Real Estate Develoment - Internship

Originally formed as a joint venture between Goldman Sachs and J E Robert Co., Archon Group is a a real estate investment services and asset management firm, headquartered in Irving, Texas.

Internship role supported the regional director of development; managing budgets for a 1.2 million square foot mixed use development in Boston’s Fort Point Channel and a 206,000 square foot construction project in Bridgewater, VA.

Reconciliation of monthly budget reports and management fees, in collaboration with accounting teams; as well as coordination of vendor payments and work permits for architecture, engineering and environmental firms.


Morgan Stanley

Private Wealth Management - Internship

Researched stocks and mutual fund history; prepared asset allocation presentations for HNW clients.

Northeastern University

BSBA, Finance & International Business