Vice President, Investment Consultant @ (December 2017 - December 2019)
Investment Analyst @ (August 2013 - December 2017)
Project Research Analyst @ (October 2011 - August 2013)
Senior Institutional Portfolio Associate @ (June 2008 - October 2011)
Portfolio Accounting Team Leader - Institutional @ (July 2002 - June 2008)
Client Services Intern @ Nicholas Applegate (September 2000 - June 2001)
Nick Erickson Education
University of California, San Diego
B.S. (Sigma Nu)
1997-2001
Nick Erickson Skills
Investment Policy Statements
Board Presentations
Presentations
Quantitative Analytics
Policy Development
Institutional Investments
Investment Policy Development
Market Research
Client Relations
Institutional
Relationship Building
Institutional Sales
Chartered Financial Analyst
Portfolio Optimization
Sales & Marketing
Project Management
Sales
Business Development
Fixed Income
Equities
Portfolio Management
Financial Services
Investment Management
CRM
Trading
Finance
Analysis
Corporate Actions
Due Diligence
Bloomberg
Mutual Funds
Data Analysis
Alternative Investments
Asset Allocation
Investment Strategies
Investments
Asset Management
Hedge Funds
Investment Advisory
Financial Modeling
Private Equity
Capital Markets
Strategy
Investment Policy
Performance Attribution
Build Strong Relationships
Investment Advisory Services
Strategic Relationships
Endowment Funds
Written Communication
Nick Erickson Summary
Nick Erickson, based in Carlsbad, CA, US, is currently a Managing Principal, Investment Consultant at Meketa Investment Group. Nick Erickson brings experience from previous roles at Meketa Investment Group and Brandes Investment Partners. Nick Erickson holds a 1997 - 2001 B.S. in Sigma Nu @ University of California, San Diego. With a robust skill set that includes Investment Policy Statements, Board Presentations, Presentations, Quantitative Analytics, Policy Development and more. Nick Erickson has 3 emails and 1 mobile phone numbers on RocketReach.
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