Joe Porter, Cipm Email & Phone Number

United States

Omaha

Greater Omaha Area

Enhanced Orion Composite App by adding dashboard, grouping capability, rules, and reporting.Created specs to add 17 additional risk stats to the Orion System for reporting purposes.Created Attribution & Risk Dashboards.Surveyed and met with top advisors to get feedback on what enhancements they would like in Orion.Led a team of Advisors to create and beta test Composite App functionality.Led weekly training webinars for advisors and wrote training articles for internal and external users.Led a team of Advisors to create and beta test an Optimizer Modeling Tool.

Managed a team of 9 employees.Updated Dividend Accrual methodology in performance system.Wrote queries to pull data from system.Proactively ran performance to catch outliers.Resolved escalated issues for the advisors.Trained new team members on applying due diligence of procedures and regulatory mandates.Educated Advisors on performance and composites through phone calls and in person training.Created and tested minor enhancements for Performance/Composite Engines.Compared new advisors performance from their old system to performance in Orion Create performance pieces for training purposes.Wrote procedures for internal performance and composites.Created and maintained precise and accurate performance models, charts, and reports.

A professional money management firm with 9 mutual funds and $3B in assets.Analyzed client performance for use by Portfolio Managers in their reviews.Converted large amounts of raw data from Morningstar Direct and made it usable for the PortfolioManagers.Examined composite performance number calculations for possible errors.Created and analyzed data queries for various uses utilizing Microsoft Access and Excel Produce designated reports for use by others for accurate processing.Designed reports to improve information value to end user Research International ETF's for PM Team.Co-managed CLS Shelter Fund (CLSHX) from 6/14-10/15, which grew from $50M to over $100M in AUM.Managed +$300M in AUM in Sec Benefit and IL AnnuityBacktested CLS Shelter Fund and Moving Average Technicals.Created and analyzed quantitative reports.

Processed trades and stock to bond change requests on a daily basis for 60,000 accounts worth a total of $3 billion.Worked as a team member with 4 Portfolio Manager and 4 Portfolio Administrators to serve the investment client needs of nearly 2,000 investment advisors.Created a weekly average of 3,500 trades for clients with $10 million traded on a weekly basis. Traded ETF's and Stock's on the Schwab, TD Ameritrade's VeoExpress, and RFS website. Assisted Portfolio Managers by updating 3,000 models with news fund and allocations. Create queries to gather client information stored in database

Mba, Finance

Ba, Computer Science With An Emphasis On Multimedia Programming

Aas, Computer Information Systems