Joe Porter, Cipm

Joe Porter, Cipm Email and Phone Number

Vice President and Director of Investment Administration at First Trust Company @ First Trust Company
Joe Porter, Cipm's Location
Omaha, Nebraska, United States, United States
Joe Porter, Cipm's Contact Details

Joe Porter, Cipm personal email

n/a

Joe Porter, Cipm phone numbers

About Joe Porter, Cipm

Management professional with experience in the financial industry, including general management, finance and production management, and performance management. Background includes the establishment of programs to increase sales, improve productivity, reduce costs, and improve customer relations.

Joe Porter, Cipm's Current Company Details
First Trust Company

First Trust Company

View
Vice President and Director of Investment Administration at First Trust Company
Joe Porter, Cipm Work Experience Details
  • First Trust Company
    Vice President And Director Of Investment Administration
    First Trust Company Apr 2021 - Present
    United States
    View
  • First Trust Company
    Director Of Investment Administration
    First Trust Company Oct 2019 - Apr 2021
    Omaha
    View
  • Orion Advisor Services
    Product Manager - Performance/Composites
    Orion Advisor Services Aug 2016 - Oct 2019
    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.
    View
  • Orion Advisor Services
    Senior Manager Investment Performance
    Orion Advisor Services Nov 2015 - Aug 2016
    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.
    View
  • Cls Investments, Llc
    Investment Performance Analyst
    Cls Investments, Llc Oct 2010 - Nov 2015
    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.
  • Cls Investments, Llc
    Portfolio Administrator
    Cls Investments, Llc Jun 2006 - Oct 2010
    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

Joe Porter, Cipm Skills

Investments Asset Management Mutual Funds Portfolio Management Asset Allocation Financial Analysis Investment Advisory Financial Services Securities Microsoft Excel Wealth Management Alternative Investments Customer Service Finance Series 63

Joe Porter, Cipm Education Details

Frequently Asked Questions about Joe Porter, Cipm

What company does Joe Porter, Cipm work for?

Joe Porter, Cipm works for First Trust Company

What is Joe Porter, Cipm's role at the current company?

Joe Porter, Cipm's current role is Vice President and Director of Investment Administration at First Trust Company.

What is Joe Porter, Cipm's email address?

Joe Porter, Cipm's email address is jp****@****any.com

What is Joe Porter, Cipm's direct phone number?

Joe Porter, Cipm's direct phone number is +140249*****

What schools did Joe Porter, Cipm attend?

Joe Porter, Cipm attended Bellevue University, Eastern Washington University, Brigham Young University - Idaho.

What skills is Joe Porter, Cipm known for?

Joe Porter, Cipm has skills like Investments, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Financial Services, Securities, Microsoft Excel, Wealth Management, Alternative Investments.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.