Rob Nutter, Cipm Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc

* Voting Member - Investment Committee* Member - Investment Management Group - Responsible for the discretionary investment management of more than 70 billion in assets.* Member - Investment Oversight and Control Group - Responsible for the maintenance and updating of all investment Policies and Procedures. * Lead - Data Analytics Group - Develop new and maintain existing analytical capabilities and reporting for the purpose of controlling risks and increasing oversight for both the Officers' Investment Committee and the Officers' Investment Oversight and Control Committee.* Lead - Investment Performance Measurement Group - Responsible for the end to end accuracy and production of all client level performance reports, client composites, strategy composites and strategy attribution reporting. Also, responsible for ensuring compliance with Global Investment Performance Standards ("GIPS").

Charlotte, Nc

• Construct and maintain marketing composites in accordance with the Global Investment Performance Standards, GIPS®• Handle spontaneous requests to develop custom analytical reports for use by portfolio managers and senior management• Construct attribution models with the performance system to overlay the various investment strategies and present the results of the analysis to interested parties• Maintain the accuracy and integrity of the database underlying the performance system through the use of SQL based applications

Charlotte, Nc

Gaithersburg, Md

• Create and update GIPS composites, GIPS performance statistics (fundamental characteristics, statistical data, performance and dispersion reports, asset report) and work with internal/external auditors during the verification process• Reconcile, verify and maintain data for multiple performance databases to ensure accuracy of input and output; research performance issues, respond to ad hoc requests for performance reports, holdings and portfolio characteristics within short timeframes• Provide qualitative and quantitative analysis of pertinent numerical data, ratios, percentages and rates of change to portfolio managers; manage and resolve complex, critical and unusual business issues with innovative solutions while meeting deadlines

Gaithersburg, Md

Gaithersburg, Md

* Learned software design, database structure, SQL database management, interface development and handling system conversions * Manually processed hard copy investment account statements and keyed the data into the performance system* Served as the assigned relationship manager for a book of business that usually ranged from 8 to 10 Banks and Investment Firms*Processed the extract feed data from my clients into the performance system database while ensuring the accuracy and validity of the data

Rockville, Md

• Worked with clients creating and implementing a well rounded investment strategy that encompassed investments and insurance• Earned a CLU, Chartered Life Underwriter designation from The American College• Licensed: Life & Health, Series 65, Series 63, Series 7