Investment Portfolio Performance Measurement Consultant
GIPS Compliance, Composites, Analysis and Operations
Free initial consultation, No minimum hours required
Since 1989
CIPM (first part): Passed the Principles Exam of the CFA Institute's Certificate in Investment Performance Measurement ("CIPM"), April, 2007
B.A., Economics: Davidson College, Davidson, North Carolina
Select Client and Employer List: First Union Capital Management, Banc of America Capital Management, First Citizens Capital Management, and high net worth individuals
Systems Experience: NCS Sunguard Series 11, CDA, Cadence, Portia (limited), Advent, PMIS, Informais Investment Scorecard, First Rate (limited), Metavante, PM80, Excel, Access, Report Writers, SQL(limited),VBA (limited), BASIC, HTML, custodian interfaces, SPSS, Bloomberg, FactSet, MSCI BARRA, Russell, Wilshire, Hedge Fund Research, Ibboston, Morningstar, universe ranking systems and more
Other Experience: MPT Portfolio analytics, time series analysis, time weighted returns, dollar weighted returns, alpha, beta, Sharpe ratios, performance attribution, returns based attribution, selection effects, allocation effects, currency effects, information ratio, Trenor, Jenson, total returns, income returns, price returns, dispersion, equity, fixed income, real estate, insurance, American Stock Exchange Floor experience and more
On site or telecommute: Several years of successful telecommuting, saving clients travel, lodging and other costs and also many years of succesful on site service
John H. McJunkin, 1000 Westbrook Drive, Charlotte, NC 28202 John@JohnMcJunkin.com 704.578.6579