Cameron Klaus
Lees Summit,MO
Summary
Detail oriented and results driven with a proven record of successfully spearheading firm and team-level initiatives. Adept at analyzing complex business problems and developing and executing to create a successful outcome. Proficient at generating robust Python and Excel based models that deliver insights on an evergreen basis.
Overview
7
7
years of professional experience
Work History
Director of Investment Platform
OneDigital | Retirement + Wealth
01.2024 - Current
- Develop relationships with 15+ investment firms and ensure all platform offerings are executing on their mandate, both from an investment and operational perspective
- Act as a conduit across operations, trading, integrations, and client portfolio management teams to ensure successful utilization of the OneDigital investment platform
- Spearhead the proliferation of Python utilization across the Investment team, creating best practices and scalability to increase productivity and output across the team
- Lead efforts to increase legacy asset conversion rates among new and existing offices by generating a mapping recommendation on an account-by-account basis for each office using an in-house optimization engine
Senior Investment Analyst
OneDigital | Retirement + Wealth
05.2022 - 01.2024
- Played an integral role in the revamp of OneDigital's $15B investment platform from single strategy in-house management to a curated multi-manager white-label strategy suite, including model portfolios, alternatives, and SMAs
- Help advisors across 55+ offices understand and effectively utilize the investment platform offerings
- Develop programmatic quantitative ranking model used to analyze mutual funds and support a $100B retirement platform; model leverages more than 150 inputs across quantitative, fundamental, and proprietary metrics to evaluate manager quality
Senior Investment Analyst
Carson Group
02.2022 - Current
- Develop and maintain risk analysis model and provide insights into portfolio management decisions on a suite of five investment strategies with combined AUM of $70M+
- Built quantitative ranking model integrating risk, return, AUM flow and portfolio manager characteristics to create a short list of funds to be used on a $1B+ 401k platform
- Play a larger role in communicating portfolio management decisions and performance to advisors
- Utilize Python to assess impact of trades on portfolio risk and return characteristics and brief portfolio managers of material changes in portfolio risk profile
- Provide dotted-line management and mentorship to junior analyst
Investment Analyst
Carson Group
01.2020 - 02.2022
- Cover 10-15 stocks for a large-growth active fundamental equity strategy that grew to over $600M in AUM one year after launching, coverage emphasis in healthcare and med-tech
- Develop and pitch formal investment theses on individual equity positions as well as sector concentration recommendations to augment portfolio risk profile
- Provided ongoing due diligence for active variable annuity strategies, diligence consisted of quantitative Brinson-Hood-Beebower attribution and portfolio manager calls to gain a deep understanding of the portfolio management process
- Constructed bucketing model used to create client portfolios, integrating risk tolerance, tax location and return objectives on 90+ available platform strategies
- Played an integral role in the diligence and buildout of 34 investment strategies, rounding out an $18B platform
- Provided detailed firm-level analysis that helped facilitate a minority investment from private equity firm
Investment Performance Analyst
Carson Group
02.2019 - 01.2020
- Developed strategy optimization model that played an integral role in acquiring and integrating a $300M firm; creating bespoke portfolios tailored to the acquisition target’s desired portfolio exposures
- Tool was later rolled out for broader use across Investment team and used to develop client portfolios and measure portfolio risk and return characteristics
- Constructed quantitative ranking model used to screen mutual fund universe and develop a suite of variable annuity models, consisting of five active and passive strategies containing 20+ unique fixed income and equity mutual funds
- Generated and maintained firm-wide GIPS compliant composite performance and attribution on 60+ strategies
Financial Consultant
Jeter Law Firm
01.2018 - 12.2018
- Generated report and supporting analysis used in case involving securities violations resulting in successful client restitution
Education
Masters of Investment Management and Financial Analysis -
Creighton University
Omaha, NE05.2021
Bachelor of Business Administration - Finance
Fort Hays State University
Hays, KS12.2018
Skills
- Python
- FactSet
- Morningstar
Decision-making
Strategic planning
Timeline
Director of Investment Platform
OneDigital | Retirement + Wealth
01.2024 - Current
Senior Investment Analyst
OneDigital | Retirement + Wealth
05.2022 - 01.2024
Senior Investment Analyst
Carson Group
02.2022 - Current
Investment Analyst
Carson Group
01.2020 - 02.2022
Investment Performance Analyst
Carson Group
02.2019 - 01.2020
Financial Consultant
Jeter Law Firm
01.2018 - 12.2018
Bachelor of Business Administration - Finance
Fort Hays State University
Masters of Investment Management and Financial Analysis -
Creighton University
Similar Profiles
SONIA BEATRIZ BARRIOSSONIA BEATRIZ BARRIOS
MOZA DE EVENTOS ,AYUDANTE DE JARDINERIA at +MOZA DE EVENTOS ,AYUDANTE DE JARDINERIA at +
Ann Marie EregAnn Marie Ereg
Client Service Associate/Office Operations at Retirement Wealth & Tax AdvisorsClient Service Associate/Office Operations at Retirement Wealth & Tax Advisors
John BellinghamJohn Bellingham
CRM Data Manager at Bellingham-Harris Wealth and Retirement PlanningCRM Data Manager at Bellingham-Harris Wealth and Retirement Planning
Terra CaswellTerra Caswell
Senior Correctional Officer at Core CivicSenior Correctional Officer at Core Civic
Trina HarrisTrina Harris
Personal Care Assistant at Self-employeedPersonal Care Assistant at Self-employeed