Nick Erickson, Cfa, Caia Email & Phone Number

Carlsbad, California, United States

Carlsbad, CA

Carlsbad, CA

Develop and enhance institutional client relationships, with plan sponsors including Taft-Hartley, Public Retirement Plans, Corporate 401(K), Health & Welfare, in addition to Endowment & Foundation portfolios. Maintain a thorough understanding of client needs. Set investment policy, develop investment beliefs, monitor fund performance and strategy. Design.

Carlsbad, CA And Portland, OR

Work directly with several West Coast clients including various defined benefit and health & welfare funds, with Taft Hartley, non-profit, endowment, charitable and public plan sponsors. Collaborate with consultants in the creation of client investment policy statements, asset allocation recommendations, manager selection and in writing of client memoranda.

San Diego, CA

Primarily responsible for gathering data and conducting research and analysis for Brandes Institute projects. Develops ideas for the Institute to investigate.Research and evaluate concepts that may be used in client retention, sales and marketing pieces.Provide quantitative research and analysis into attribution and portfolio characteristics of equity and.

Member of the Institutional Portfolio Management department that manages institutional client relationships that are typically $5 million or greater. The majority of these relationships are represented by pension plans of large corporations, state retirement systems, charities and endowments. Individual responsibilities include allocating equity holdings.

Primary responsibilities include leading a team of 4 to 7 portfolio accountants that concentrate on reconciliation of institutional accounts, account administration, and client service. Experience working with European, Canadian as well as U.S. based accounts.Much of tenure spent allocated up to 50% to the software project teams to act as a business.

• Helped to develop weekly and monthly Investment Update reports, which aided Investment Officers during their sales calls, and were used internally as well as externally.