Investment Manager Research, CFA Level III Candidate, CAIA

Justin Joo, CAIA

*** * **** ****** *** York, NY *0016 • C: 240-***-**** • ******.**.***@*****.***

EDUCATION

Boston College Chestnut Hill, MA

College of Arts and Sciences 2007 – 2011

• GPA: 3.45 - B.A. Economics; B.A. Psychology

• SAT 2120 (M:740 W:720 V:660)

Received CAIA Designation March 2013 CFA Level III Candidate June 2014

WORK EXPERIENCE

Pebble Pond Properties, LLC Washington, D.C.

Co-Founder, Investment Management June 2013 – Sept. 2013

• Founded Pebble Pond Properties, a real estate investment company focused on rehabilitating and modernizing properties for resale or rental in the Washington D.C., Maryland, and Virginia area.

• Combined top-down and bottom-up due diligence to analyze profitable real estate opportunities.

Cambridge Associates Arlington, VA Hedge Fund Research Associate, Investment Consulting March 2012 – June 2013

• Managed a coverage list of over 100 hedge funds in order to provide internal stakeholders with vital fund-level due diligence on behalf of both invested and prospective institutional clients.

• Participated in investment manager research meetings and quarterly conference calls in order to monitor material changes in the investments process, top holdings, and fund-level risk exposure.

• Addressed time-sensitive ad-hoc client requests regarding performance attribution, long/short/net/gross risk exposure, and other fund-level inquiries.

• Monitored hedge fund’s top positions (equity, debt, derivatives) for changes in portfolio composition quarter over quarter.

• Responsible for analysis of quarter-end risk exposure template to track significant shifts in geographical, sector, strategy, and off-balance sheet (CDS and swaps) portfolio exposures.

• Assisted with the creation of customized client deliverables and internally distributed performance reports.

• Created strategy-specific benchmarks for comparative fund performance analytics and peer group analysis.

• Collected ASC 820 data for analysis of fair value measurement and portfolio liquidity.

• Acquired fund-level documents (Offering Memorandum, DDQ, AFS) for Operational Due Diligence team.

• Built-out dynamic spreadsheets using advanced Excel and Microsoft VBA in order to closely monitor daily tasks and reduce operational risks.

• Reconciled and quality-checked underlying data to ensure an accurate and robust flow of information into proprietary databases and investment due diligence platforms.

Nexus Risk Management Seoul, South Korea Financial Risk Analyst, Risk Management Consulting June 2011 – Dec. 2011

• Participated in a four-week asset and liability management and dynamic hedging introduction seminar.

• Consulted leading Korean life insurance companies on best practices for risk management and dynamic hedging with the goal of establishing a sustainable internal platform.

• Assisted in stochastic modeling and Monte Carlo simulations in order to competitively price variable annuities with complex embedded options.

LEADERSHIP

Boston College Dynamics – Business Manager (Co-ed Acapella Group) 2007 – 2011

Korean Student Association – Group Member 2007 – 2011

Intramural Ice Hockey – Team Co-Captain 2008 – 2010

Commonwealth Tenants Association – Volunteer Tutor 2008 – 2009

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