Sonila Gjata

Analyst-Equity chez

Envestnet Asset Management, Inc.

Finance

Consumer Services

Profil

Ms. Sonila Gjata is an Assistant Vice President & Senior Portfolio Manager at Envestnet Asset Management, Inc. She is a member of the Enterprise Portfolio Solutions team and is responsible for asset allocation, manager selection, research due diligence, and portfolio administration for multiple portfolios managed by PMC.
She has over ten years of industry and investment management experience.
Prior to joining the firm in October 2016, Ms. Gjata was an Investment Officer with BNY Mellon Wealth Management’s Charitable Solutions group.
In this role, she managed the planned giving portfolios of over 20 charitable organizations, including elite colleges and universities.
Prior to that, she served as a Senior Investment Analyst for Equity Resource Investments, LLC, where she oversaw all aspects of the firm’s investment activity in illiquid securities.
Ms. Gjata holds a BS degree in Economics and Finance from the University of Parma, Italy, where she graduated Summa Cum Laude.
She is a CFA charter holder and a member of the Boston Security Analysts Society and the CFA Institute and Boston Security Analysts Society.
She has also earned the Chartered Alternative Investment Analyst designation.

Postes actifs de Sonila Gjata

Sociétés	Poste	Début
Envestnet Asset Management, Inc. Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.	Analyst-Equity	01/10/2016

Tous les postes actifs de Sonila Gjata

Anciens postes connus de Sonila Gjata

Sociétés	Poste	Fin
Equity Resource Investments LLC Equity Resource Investments LLC Investment ManagersFinance Equity Resource Investments (ERI) focuses exclusively on equity and debt investments in real estate located in the US and Canada. The firm specializes in assembling capital and sourcing, underwriting and structuring off-market real estate transactions. ERI is a value investor that seeks to identify real estate investments that can be purchased at substantial discounts to the valuations of the underlying assets. Their objective is to exploit structural, cyclical and situational dislocations that create the opportunity for pricing advantage. ERI pursues a variety of investment strategies and considers investments in any property type including office, retail, industrial, multi-family, senior housing and hotels. The firm typically does not require management control or near term liquidity. They believe in rational capital structures that employ the prudent use of financial leverage and create proper alignment of management incentives with their interests as investors. To reduce downside risk, all of ERI's investment vehicles are broadly-diversified across multiple assets, geographies and manager. The firm's investments focus exclusively on the identification, evaluation and execution of opportunistic real estate transactions involving privately-held interests and special situation investments that can be purchased at a discount to underlying asset value. ERI usually serves as a capital partner with a limited role in managing the real estate in which they invest. The firm participates primarily in: (1) secondary acquisitions of limited partnership interests (2) merger transactions (3) partner buyouts/exit funding (4) entity recapitalizations including preferred equity and/or participating debt (5) distressed debt/loan-to-own (6) joint venture equity and (7) sponsorship of equity funding. The firm targets transactions that are expected to deliver an IRR in excess of 20% on realistic underwriting assumptions. ERI targets transactions anticipated to meet this objective while providing holding period distributions equal to a minimum 2 x multiple of invested equity. The firm considers a broad range of transaction sizes and will consider smaller investment amounts, less than $1 million, if the return profile is attractive.	Private Equity Investor	31/12/2011

Voir l'expérience en détail de Sonila Gjata

Formation de Sonila Gjata

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Sonila Gjata

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	3
Envestnet Asset Management, Inc. Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction.	Finance
Equity Resource Investments LLC Equity Resource Investments LLC Investment ManagersFinance Equity Resource Investments (ERI) focuses exclusively on equity and debt investments in real estate located in the US and Canada. The firm specializes in assembling capital and sourcing, underwriting and structuring off-market real estate transactions. ERI is a value investor that seeks to identify real estate investments that can be purchased at substantial discounts to the valuations of the underlying assets. Their objective is to exploit structural, cyclical and situational dislocations that create the opportunity for pricing advantage. ERI pursues a variety of investment strategies and considers investments in any property type including office, retail, industrial, multi-family, senior housing and hotels. The firm typically does not require management control or near term liquidity. They believe in rational capital structures that employ the prudent use of financial leverage and create proper alignment of management incentives with their interests as investors. To reduce downside risk, all of ERI's investment vehicles are broadly-diversified across multiple assets, geographies and manager. The firm's investments focus exclusively on the identification, evaluation and execution of opportunistic real estate transactions involving privately-held interests and special situation investments that can be purchased at a discount to underlying asset value. ERI usually serves as a capital partner with a limited role in managing the real estate in which they invest. The firm participates primarily in: (1) secondary acquisitions of limited partnership interests (2) merger transactions (3) partner buyouts/exit funding (4) entity recapitalizations including preferred equity and/or participating debt (5) distressed debt/loan-to-own (6) joint venture equity and (7) sponsorship of equity funding. The firm targets transactions that are expected to deliver an IRR in excess of 20% on realistic underwriting assumptions. ERI targets transactions anticipated to meet this objective while providing holding period distributions equal to a minimum 2 x multiple of invested equity. The firm considers a broad range of transaction sizes and will consider smaller investment amounts, less than $1 million, if the return profile is attractive.	Finance
University of Parma University of Parma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services