Ted Nelson, CFA, CAIA
Portfolio Manager at Utah Retirement Systems- Claim this Profile
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Bio
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Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteApr, 2023- Sep, 2024 -
CAIA
CAIA AssociationNov, 2018- Sep, 2024 -
ARGUS Software Certification
ARGUS SoftwareJul, 2016- Sep, 2024
Experience
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Utah Retirement Systems
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United States
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Government Administration
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100 - 200 Employee
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Portfolio Manager
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Dec 2022 - Present
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Senior Investment Analyst
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Mar 2020 - Dec 2022
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Investment Analyst
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Mar 2017 - Mar 2020
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BYU Silver Fund
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United States
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Investment Management
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1 - 100 Employee
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Equity Analyst
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Apr 2016 - Apr 2017
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Peak Capital Partners
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United States
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Real Estate
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1 - 100 Employee
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Real Estate Associate
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Dec 2015 - Apr 2016
• Compiled regional market analysis including analyzing vacancy trends, rent growth, market supply, and market trends • Constructed comprehensive underwriting models to develop cash flows projections and project returns on multi-family assets across the United States • Researched tax and other various financial implications of an investment based on geography • Compiled regional market analysis including analyzing vacancy trends, rent growth, market supply, and market trends • Constructed comprehensive underwriting models to develop cash flows projections and project returns on multi-family assets across the United States • Researched tax and other various financial implications of an investment based on geography
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Conservice
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Brazil
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Business Consulting and Services
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1 - 100 Employee
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Energy Accounting Manager
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Dec 2012 - Jul 2015
• Designed and implemented processes which reduced bad debt by 90% • Selected by CFO to compile rolling 12 month cash flow projection • Introduced segmented risk analysis instrument allowing company to increase security deposits by 400% while customer base only increased by 80% • Built complex commission reporting structure, compiling data from multiple sources
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Internal Auditor
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Dec 2011 - Dec 2012
• Redesigned audit process which reduced time needed to audit a portfolio by 40%• Lead team in portfolios audited for nine consecutive months• Co-authored systems description portion of Soc 1 report• Assigned to inter-company task force to design audit of newly created department responsible for managing utilities of single family homes
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Education
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Brigham Young University Marriott School of Business
Master of Business Administration (M.B.A.), Finance and Strategy -
Utah State University
Bachelor’s Degree, Accounting