TJ Johnson
Dallas,TX
Summary
Dedicated Portfolio Analyst bringing a proven history of utilizing S&P 500 and Russell 1000 benchmarks for portfolio modeling to suit client needs. Strong knowledge of rebalancing portfolios to minimize expenses and reduce risk. Passionate job seeker with strong organizational skills eager to help achieve company goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager
MCKINLEYX CAPITAL
03.2022 - Current
- Enhanced team productivity by implementing project management tools that streamlined workflows and improved collaboration with positivity
- Managed high-value client accounts with attention to detail and discretion while meeting with clients quarterly
- Maximized portfolio returns by conducting thorough research and analysis of investment opportunities
- Delivered consistent long-term growth for clients'' portfolios through tactical asset allocation decisions rooted in fundamental analysis
Senior Sales Development Representative
SADDLEBROOKE DREAM BUILDERS
10.2021 - 03.2022
- Developed and implemented successful sales strategies to drive growth and exceed revenue targets
- Met with clients to discuss and ascertain needs, tailor solutions and close deals
- Conducted market research to discover new leads, opportunities and messaging
- Implemented new CRM system, enhancing data accuracy and enabling better tracking of sales activities
- Contributed to the development of innovative sales training materials that streamlined onboarding for new Sales Development Representatives
Portfolio Analyst
MCKINLEYX CAPITAL
03.2021 - 03.2022
- Identified new business opportunities by leveraging market insights and networking with industry professionals
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions
- Optimized risk-adjusted returns through rigorous quantitative analysis and modeling techniques
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs
CEO
TJ Trades
01.2019 - 03.2021
- Mentored clients in successful options trading techniques, fostering a culture of continuous learning and improvement
- Identified undervalued or overvalued options through rigorous analysis of historical price movements and future projections
- Boosted lead generation with targeted email marketing strategies and social media advertising
- Worked flexible hours across night, weekend and holidays
Education
Finance
Texas Tech University
Lubbock, TXSkills
- Networking
- Risk evaluation
- Trends Analysis
- Hedge fund strategies
- Capital Raising
- Portfolio Management
Certification
- Series 63 License - 2024
- Texas Real Estate License - 2018
Timeline
Senior Portfolio Manager
MCKINLEYX CAPITAL
03.2022 - Current
Senior Sales Development Representative
SADDLEBROOKE DREAM BUILDERS
10.2021 - 03.2022
Portfolio Analyst
MCKINLEYX CAPITAL
03.2021 - 03.2022
CEO
TJ Trades
01.2019 - 03.2021
Finance
Texas Tech University
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