John Kavolius

Experience

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  CAIA Association

  Sept 2010 - May 2011

  Project Intern

  • Gained exposure to alternative investment strategies• Assisted in organizing networking events for CAIA members• Examined LinkedIn profiles for appropriate usage of CAIA designation and reported any infractions• Edited CAIA’s corporate monthly newsletter

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  Income Research + Management

  Oct 2011 - Nov 2014

  • Analyze earnings releases of credit holdings under 10 million dollars and create formal reports• Active member of the Environmental Social Governance (ESG) team who performs competitor analysis and industry research• Manage various risk report composites for private client, crossover and other fixed income mandates • Write and edit SQL code to aide the government and portfolio risk team with building custom tools• Support traders across sectors in communicating with sell-side dealers • Track and compile data for 20 corporate Liability Driven Investment (LDI) clients • Update and consolidate weekly target and composite reports for portfolio managers• Monitor all credit new issuance and actively conduct performance analysis of secondary trading • Synthesize content of corporate market calls and dealer research pieces weekly and distribute highlights to the credit research analysts• Provide monthly statistical metrics of credit teams research and trading activity Show less • Created an excess return tool to examine portfolio performance at the sector and cusip level• Conducted surveillance of agency MBS customized analytics from proprietary prepayment assumptions versus Barclays standard assumptions• Compiled in house securitized trading volume and analytics daily• Synthesized and distributed weekly summaries to the other members of the Securitized team• Attended CMBS & ABS roadshows and communicated highlights • Led a team of 3 interns in a complete financial analysis on an Ford dealer ABS floor-plan deal, and presented our financial recommendation to the entire investment team• Wrote daily summary of pertinent securitized news that was distributed to the entire client service and investment team Show less

  • Credit Research Associate

    Sept 2013 - Nov 2014

  • Securitized Research Intern

    Oct 2011 - Sept 2013
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  NEPC, LLC

  Nov 2014 - May 2022

  ▪ Lead analyst servicing 18 clients, +28 billion dollars in defined contribution (DC) assets▪ Design investment programs and help support clients for Healthcare, Corporate, Public and Non-Profit plans▪ Collaborate with consultants on fiduciary training, investment policy design and review, manager selection and evaluation, investment fee evaluation, recordkeeper searches and creating custom client solutions▪ Designed the 2019 & 2020 NEPC Plan & Fee Survey, which had a record of 120+ participants with the average client size over $1bn dollars▪ Present NEPC’s servicing capabilities to current clients as well as new prospects and opportunities▪ Active member of the Fixed Income Research Advisory Group, performing DC industry research and assisting in decision making for Fixed Income managers available to DC clients▪ Active member of the Defined Contribution Institutional Investment Association (DCIIA), attending industry wide conferences and networking events Show less ▪ Primary analyst supporting 25 clients, +20 billion dollars in defined contribution (DC) assets▪ Monitored plan performance, fiduciary and regulatory responsibilities▪ Presented quarterly market performance updates to clients’ investment committees along side plan consultants▪ Analyzed and benchmarked investment management and recordkeeping fees across the industry▪ Attended manager due diligence visits across asset classes and share consolidated recommendations with NEPC colleagues and wider client base Show less

  • Senior Analyst

    Mar 2019 - May 2022

  • Analyst

    Oct 2016 - Mar 2019

  • Performance Analyst

    Nov 2014 - Oct 2016
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  Natixis Investment Managers

  May 2022 - now

  Investment Strategist