Joe Kavanagh, CFA

Head of Performance Measurement & Risk Analysis at KBI Global Investors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Dublin, IE

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Credentials

  • CFA Institute - 10 Year Continued Education Program
    -
    Jan, 2008
    - Nov, 2024
  • CFA Charter
    CFA Institute
    Aug, 2004
    - Nov, 2024

Experience

  • KBI Global Investors
    • Investment Management
    • 1 - 100 Employee
    • Head of Performance Measurement & Risk Analysis
      • Dec 1999 - Present

      Department head with responsibility for the management of a small team of analysts measuring and analysing the investment performance of client accounts. Management of the performance attribution reporting process. Management of the market risk measurement function for house equity strategies using ex-ante risk systems. Quantitative support to the product development team in developing the business case for new product ideas, backtesting and modeling new product ideas, and developing the key marketing messages for the sales teams. Member of the firms GIPS committee and management responsibility for the firms GIPS compliance. Show less

  • Ulster Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Senior Client Relationship Manager
      • Dec 1987 - Nov 1999

Education

  • CFA Institute
    CFA, Investment & Wealth Management
    2002 - 2004
  • IIMR (now CFA UK)
    ASIP, Investment Management
    1990 - 1992
  • Technological University Dublin
    BSc (Mgmt), Business Studies
    1982 - 1986

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