John Beam Email & Phone Number

Greater Minneapolis-St. Paul Area

Equity Quantitative Modeling Research and Analysis

Greater Minneapolis-St. Paul Area

Lead investment risk oversight for all equity and alternative based investment products (over $300 Billion in AUM). Provide regular written and verbal communication to Mutual Fund Boards and to senior management on contemporary risk topics and concerns.Provide strategic risk management leadership involving new product implementation and 3rd party investment management oversight.

Greater Minneapolis-St. Paul Area

1. Primary investment officer for $8B internal fixed income investment portfolio. Established investment strategy and guidelines and designed effective reporting and governance processes for the portfolio. Successful investment track record through financial crisis of 2008-2009. 2. Primary investment officer for Company Retirement Plans as voting member of the Retirement Plan Investment Committee. Provided investment analysis and external manager investment manager oversight for over $1.5 billion in defined benefit plans and over $3 billion defined contribution plans globally. 2. Lead strategy development and execution of capital structure programs including issuing $3B capital market debt, company share repurchase programs, interest rate hedging programs, and execution of several unique tax efficient funding sources. 3. Global Cash Management and F/X risk mitigation programs.

Greater Minneapolis-St. Paul Area

Created and implemented quantitative fundamental factor model used as primary investment source for several large cap domestic equity mutual funds and long/short equity hedge fund. Developed quantitative tools and research recommendations supporting internally managed equity investment portfolios.Conducted quantitative investment research projects for senior management covering company wide investment strategies.

Greater Minneapolis-St. Paul Area

Developed risk (VaR based) modeling of firm investment positions (equity and fixed income).Evaluated and recommended appropriate hedging strategies resulting in more effective and cost efficient reduction of market risk exposure. Conducted risk assessments of managed asset programs including recommendations improving the risk adjusted return of these programs.

Greater Minneapolis-St. Paul Area

Managed investment reporting, quantitative investment valuation, and investment decision support system development for IDS Investment Management business (fixed income and equity).

Greater Minneapolis-St. Paul Area

Supervised staff of 5-20 accountants and analysts performing daily fund valuation and pricing for 12 IDS Life Mutual Funds with over $5 Billion in assets.

Greater Minneapolis-St. Paul Area

Financial statement audits for large public companies

Mba, Investment Management

Bs, Accounting

Activities and Societies: Delta Sigma Pi