Nick Erickson

Background

About Nick Erickson

Dynamic Investment Professional offering extensive involvement in market research, asset allocation, portfolio and relationship management and various operational areas. Experience on both the investment management and investment consultant/advisory side of the business. Market Research areas involve: • Valuation of domestic and international equity markets • Industry trends • Index construction, concentration and diversification • Behavioral biases • Mutual fund and ETF universe • Active Share • Development of quantitative models to gather and analyze necessary data Asset Allocation skills include: • Mean-Variance Optimization • Scenario Analysis, Stress Testing • Asset Liability Analysis • Balancing Primary Risks to fund Portfolio and Relationship Management skills include: • Model overlay trading • Customized client reporting • Adherence to client investment guidelines Operational experience comprised of: • Team Lead and Personnel Supervision • Reconciliation • International corporate reorganization research and resolution • Institutional account billing; asset and performance-based • Database maintenance and software implementation Reputation as a dependable, passionate and hard-working individual with excellent analytical, problem solving, presentation, and organizational skills. Right to use the CFA designation earned in September 2006. Became CAIA charter member in April 2016.