Jonathan Boersma
Investment Performance and GIPS Subject Matter Expert
- Role
- Practice Lead, Gips and Performance Regulation at Meradia
- Location
- Charlottesville, US
- LinkedIn followers
- 500 followers
About Jonathan Boersma
In 2022, Mr. Boersma joined Meradia to strengthen its investment performance practice…
Experience
Practice Lead, Gips and Performance Regulation
Mar 2022 — Present
Led and contributed to projects delivering strategic assessments and business intelligence solutions. Performed technology assessments and rationalizations, organizational structure reviews, conducted vendor search, selection, and implementations, and developed and delivered KPI dashboard proof of concept.
Education
Harvard Business School Online
Certificate in Leadership Principles, Organizational Leadership
University of Wisconsin-Madison
Bachelor of Science, Economics
1990 — 1994
Skills
- Bloomberg
- Investment Policy
- Finance
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Valuation
- Financial Markets
- Leadership
- Hedge Funds
- Equities
- Fixed Income
- Economics
- Financial Risk
- Asset Management
- Financial Services
- Investments
- Bonds
- Investment Management
- Performance Measurement
- Investment Strategies
- Alternative Investments
- Asset Managment
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