Graham Johnson, CFA

Graham Johnson, CFA

Financial Accountant: Investment Accounting

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location of Graham Johnson, CFADes Moines Metropolitan Area

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  • Timeline

  • About me

    VP / Director - Investments at LCS Real Estate

  • Education

    • University of Northern Iowa

      2010 - 2014
      Bachelor of Arts (B.A.) Accounting and Finance

      Activities and Societies: National Society of Collegiate Scholars, Sigma Alpha Epsilon

  • Experience

    • Principal Global Investors

      Jan 2015 - Jan 2016
      Financial Accountant: Investment Accounting

      • Responsible for the daily maintenance of the accounting master file for Principal Life Insurance Company’s General Account of 6,000+ securities spreading over multiple asset classes.• Prepare monthly valuation and reconciliation for PLIC’s 25 equity method investments with a market value of over $200 million.• Conduct monthly income analysis reports to insure accurate reporting on tight deadlines for the $40+ billion General Account portfolio.

    • Principal Real Estate Investors

      Jan 2016 - Apr 2019

      • Analyze, research, and model potential commercial real estate loan opportunities with a variety of loan structures: Commercial Mortgage Backed Securities, structured debt, bridge and portfolio loans.• Determine the credit profile of individual commercial loan opportunities. Coordinate with portfolio managers and senior underwriters to structure and price quotes based on relative values and market feedback.• Monitor $1+ billion in portfolio loans periodically to identify positive/negative credit drift and ultimately update loss reserves.• Responsible for being a market expert for an assigned geographical territory to determine the quality of a real estate transaction based on a number factors including location, job growth, vacancy trends, sponsorship, durability of cashflows, etc. Show less

      • Analyst - New Business Development

        Aug 2018 - Apr 2019
      • Investment Analyst

        Jan 2016 - Aug 2018
    • LCS Real Estate

      Apr 2019 - now
      • VP / Director - Investments

        Jan 2023 - now
      • Director - Investments

        Apr 2022 - Jan 2023
      • Sr. Investment Manager

        Apr 2019 - Apr 2022
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Feb 2019
  • Honors & Awards

    • Awarded to Graham Johnson, CFA
      Summa Cum Laude University of Northern Iowa Dec 2014