Jonathan C Nixon

-Manage all aspects of Cortland's investments in Dallas, TX, including acquiring new properties, securing financing, managing assets and executing disposition strategies.

-Developed and executed investment strategies to optimize financial performance and maximize returns for stakeholders

-Oversee asset management activities, including monthly, quarterly and annual budgeting and financial review, key investor meetings and material preparation, and ongoing property operation initiatives and capital improvement projects / approvals

-Collaborate at all levels with internal teams, external investors and stakeholders to align investment objectives and drive business growth

-Conduct thorough industry research, financial analysis, market research, modeling and due diligence to identify new investment opportunities and strategies

-Maintains an intimate level of knowledge of current portfolio operating performance and resourcefully incorporates it into the underwriting process to enhance accuracy

-Prepare comprehensive reports, presentations, and recommendations for senior management and investors

- Provide administrative support for the firm’s global fundraising efforts, including: Directing the preparation of due diligence materials (private placement memorandums, pitch books, due diligence questionnaires, performance analysis)

- Manage the communication program for existing investors, including scheduling and hosting quarterly update calls, responding to ad hoc questions and facilitating monthly capital activity requests.

- Expanding and enhancing the firm’s relationship with prospective institutional investors with a focus on building a stable and persistent asset base
- Coordinate road shows and logistics for investor meetings, including the preparation of investor profile agendas, bios additional research items in advance of meetings, and participation in investor meetings.
- Serve as the day-to-day administrator of firms Investor Relations CRM, including comprehensive and timely logging of existing and prospective investor profiles and all interactions and activities
- Support the preparation of all marketing and communication efforts including the review and drafting of press releases, email campaigns, investor memos and quarterly/annual investor reports
- Conduct market, competitive landscape, industry conference and performance benchmarking research
- Log, track, standardize and respond to daily/quarterly/ad-hoc investor requests
- Provide support in the planning and preparation of the firm’s annual investor conference and quarterly letters.
- Ensure investor relations activities are compliant with regulations, including Blue Sky filings, AML documentation, completeness and accuracy of investors’ files, etc.

• Managed Invesco's international equity ETF lineup including US, EMEA and Canadian listed products in excess of $40 billion in AUM
• Managed Invesco Real Estate ETFs including active US equity, premium yield equity REIT and our international Chinese real estate ETF.
• Implemented the Portfolio Management annual planning direction as it pertained to fund distribution, capital markets, sales and product strategy priorities.
• Directed and provided oversight for the investment and trading decisions for PM analyst team
• Provided capital markets leadership in the establishment of fund seeding relationships and coordinating fund launch procedures across multiple teams.
• Served as client-facing PM directing sales meetings with RIAs and Institutional clients directly resulting in average AUM inflows in excess of $100 mil per year
• Ensured funds were managed in accordance with stated prospectus objectives using a combination of full replication, sampling and optimization strategies to replicate the exposures of underlying indices. Provided oversight for adherence to compliance and legal regulatory obligations.
• Oversaw the creation of in house proprietary software to monitor creation/redemption order flow, corporate action changes, daily performance and tracking error accountability and country specific replication strategies in Emerging / Frontier market funds
• Published regular communications and conference calls for sales and marketing teams as well as external clients regarding market developments and factor-based fund selection criteria
• Implemented fund performance metrics including daily performance and tracking error, intra-day iNAV monitoring and fund performance and factor exposures in coordination with global performance and risk monitoring teams.
• Led Investment Committee meetings consisting of portfolio management, capital markets, product strategy & research, legal, marketing and Sales teams.
• Led the integration of Invesco acquired ETF companies into the product suite in coordination with product integration, operations, investment analysts, trade processing and custodial bank
• Prepared and delivered quarterly board reports to the EMEA fund board covering European listed ETF lineup in Dublin
• Prepared correspondence, accounting and financial documents for annual audits

• Prepared and reviewed analysis of quarterly and year-end federal income tax provisions.
• Oversaw US effective income tax rate, which included accounting for uncertain tax positions pursuant to requirements for FIN 48 and FAS 109.
• Led Federal 1120 compliance team with preparation of the federal 1120 using OneSource.
• Tracked and assimilating tax accounts for seven new company acquisitions and roll up of tax accounts at FYE.
• Created MS Access database comparable to Vertex in order to accurately track our deferreds in house.
• Supervised adequacy of current and proposed tax processes and tax systems feeding financial software modules.
• Directed preparation and development of tax department reporting policies and procedures, including those international in scope 
• Collaborated extensively with auditors during preliminary and year-end audit processes.

• Completed federal and state income tax return calculations.
• Oversaw miscellaneous filings including business licenses, state and federal 1099s, and state UCP property compliance reporting.
• Reviewed international tax filings.
• Calculated and filed quarterly estimated tax payments.
• Prepared FAS 109 and FIN 48 calculations.
• Initiated monthly review and reconciliation of all tax accounts.
• Monitored all aspects of transfer pricing and support.
• Provided assistance with SOX and JSOX compliance projects.
• Collaborated with tax team to formulate and implement global tax strategies.