Microsoft Office Suite
Justin McAfee, CFA
Investment Analyst
Burbank,CA
Summary
CFA charterholder with history of strategically managing investment strategies for clients with more than $50 million in assets. Researches emerging market trends, stays current on regulatory changes and evaluates economic indicators. Detail-oriented and tech-savvy professional proficient in Python and modern portfolio theory.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
Work History
Investment Analyst
Wells Fargo - Abbot Downing
Los Angeles, CA
07.2018 - Current
- Assisted in managing approximately $4 billion in investment portfolios for a group of ultra high net worth clients by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plans.
- Researched investment rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
- Adjusted portfolio exposures and developed rebalancing strategies to compensate for market conditions.
- Stayed abreast of emerging investment trends (e.g. ESG, blockchain, disruptive technologies, etc.) and utilized industry knowledge to provide exposures within client portfolios where suitable.
Investment Associate
Abbot Downing
Scottsdale, AZ
02.2017 - 07.2018
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Assisted portfolio manager with servicing clients by preparing investment policy statements, conducting investment research, and completing trades and transactions.
Financial Solutions Advisor
Bank of America Merrill Lynch
Phoenix, AZ
01.2015 - 01.2017
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
Education
Bachelor of Arts - Business Administration And Finance
Ashford University
San Diego, CA 02.2013 - 09.2015
Skills
Asset management
undefinedCertification
CFA® Charterholder, CFA Institute - 2019 to Present
Software
Factset
Morningstar
Bloomberg
Jupyter Notebooks
Social Impact
- Arizona Council on Economic Education, Volunteer (2017-2018)
- Wells Fargo Green Team, Member (2018-Present)
- CFA Los Angeles Society, Volunteer (2019-Present)
Interests
Hiking
Music Production
Programming
Literature / Philosophy
Cryptocurrencies
ESG Investing
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