Ted Nelson, CFA, CAIA

Portfolio Manager at Utah Retirement Systems
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Contact Information
Location
Salt Lake City Metropolitan Area

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Apr, 2023
    - Sep, 2024
  • CAIA
    CAIA Association
    Nov, 2018
    - Sep, 2024
  • ARGUS Software Certification
    ARGUS Software
    Jul, 2016
    - Sep, 2024

Experience

    • United States
    • Government Administration
    • 100 - 200 Employee
    • Portfolio Manager
      • Dec 2022 - Present

    • Senior Investment Analyst
      • Mar 2020 - Dec 2022

    • Investment Analyst
      • Mar 2017 - Mar 2020

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Equity Analyst
      • Apr 2016 - Apr 2017
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Associate
      • 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

    • Brazil
    • Business Consulting and Services
    • 1 - 100 Employee
    • Energy Accounting Manager
      • 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

    • Internal Auditor
      • 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

Education

  • Brigham Young University Marriott School of Business
    Master of Business Administration (M.B.A.), Finance and Strategy
    2015 - 2017
  • Utah State University
    Bachelor’s Degree, Accounting

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