Justin Bunkers Cima® Email & Phone Number

Des Moines Metropolitan Area

Des Moines, Iowa Area

As an Investment Operations Associate at McGill Junge Wealth Management, I am primarily responsible for maintaining efficient systems for our clients’ account follow-ups and servicing, assisting in the advisory review process, including preparing investment reports, and the trading of our clients' investment accounts. In addition to servicing our advisory clients I also play a primary role in supporting and facilitating our 401(k) advisory business.

West Des Moines, Ia

Effectively perform portfolio accounting for multiple portfolios; Provide and deliver high quality services and support to SMA clients and local government investment pool (LGIP) participants; Strengthen existing client relationships and ensure high client satisfaction by accurately and timely addressing back office requests from client relationship managers. Daily trade confirmation; perform trade settlement resolution. LGIP administration in conjunction with Fund Services; working with multiple custodians and service providers. Obtain and broker investment bids for public fund participants. Recently chosen by management to serve on the Miles Capital Insurance Regulatory and Accounting Committee.

Des Moines, Iowa

-Daily transaction and holdings reconciliation including data gathering, transaction entry, analysis, research, and action to resolve issues.-Daily cash forecast process and prompt reporting to investment team.-Public Fund administration support including entering transactions, initiating participant money movement with respective custodians.-Daily cash investing for public funds-Client service support for internal and external clients including adhoc and standard requests.Perform other job-related and backup duties as required.-End of day trade file processing as well as correctly allocating trades to brokerage firms

Ames, Ia

•Update mail log daily to accurately depict on going and completed University Projects•Communicate with office staff, university colleagues, students, and other external entities on behalf of the Office of the Senior Vice President for Business and Finance•Occasionally prepare general reports for the Treasurer, based on analyses of proposals submitted by potential investment advisors for the Iowa Board of Regents•Attend Board of Regents Meeting to evaluate potential investment advisors with Regents and University leaders•Create efficient filing system to correctly manage University Capital Project correspondence and documents•Complete data entry with high attention to detail for office reports and daily correspondence

Cedar Rapids, Iowa Area

•Simultaneously worked with Senior Analysts to meet all project and presentation requirements •Worked daily with Senior analysts and mortgage bankers to properly quote projects•Analyzed income-producing properties – office, retail, industrial, multi-family, hospitality, and special use – to determine value, identify risk factors, and recommend appropriate debt and equity financing strategies•Prepared daily reports for Senior analysts, and underwrite loans daily•Contributed to team efforts by researching relevant macroeconomic and micro economic conditions •Increased productivity by turning around quoted projects quickly

Greater Minneapolis-St. Paul Area

Sales Representative, Merchandiser, Vendor- Market VitaCoco in the greater Minneapolis-St.Paul area.- Sell in displays in bulk stores as well as convenience stores.-Communicate between store managers and account managers to ensure maximum sales are obtained.

Bachelor Of Science (Bs), Finance

Activities and Societies: Sigma Chi

General Studies