Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Nicholas Krueger

Chicago,IL

Summary

Experienced investment performance analyst with a track record of delivering portfolio insights across public and private markets, including credit, real assets, and alternatives. Skilled in performance reporting, attribution, and translating data into actionable insights for client and leadership use. Strong collaborator with a focus on process improvement and scalable data solutions.

Overview

8
8
years of professional experience

Work History

Performance & Attribution Associate

PPM America, Inc.
04.2024 - Current
  • Publish and validate performance attribution, risk, and analytics reports across fixed income, commercial real estate, private equity, private credit, and CLO portfolios for both internal and external stakeholders.
  • Analyze performance contributors across asset classes and sectors; generate portfolio commentary for investor reports and strategic discussions.
  • Prepare customized portfolio analytics, data extracts, and performance summaries to support client reporting, business development, model databases, and marketing initiatives.
  • Collaborate with Marketing & Communications and Business Development teams to create standardized materials for quarterly presentations, RFPs, and investor communications.
  • Enhance reporting workflows by recommending automation opportunities and driving improvements to data processes and analytics tools.

Portfolio Analyst

R.W. Baird
10.2020 - 04.2024
  • Managed the reconciliation of client accounts vs. custodial data in order to ensure accurate records for reporting
  • Subject-matter expert on operations and portfolio management teams during transitions to new systems
  • Assisted in managing internal and external reporting on several key performance metrics for active portfolios
  • Served as a main contact to external clients for data requests, audits, and routine reporting needs
  • Worked closely with trade operations, portfolio managers, investment analysts, performance and client service teams to understand workflow needs and implemented processes that achieved custom reporting goals

Mutual Fund Administrator

U.S. Bancorp
11.2019 - 10.2020
  • Worked directly with accounting teams to build models and reports for client board meetings and monthly calls
  • Completed compliance checks to maintain adherence with client prospectus and SEC requirements
  • Oversaw the preparation, analysis, and payment of all monthly and quarterly broker invoices, averaging over $3 million a month

Financial Analyst / Private Banking Associate

Nicolet National Bank
01.2018 - 11.2019
  • Analyzed financial and operational trends for the commercial, retail, and mortgage segments
  • Created and maintained segment budgets in direct coordination with managers and leaders in several regions
  • Utilized data trends with 2+ years of front-line experience to provide feedback and opportunities to sales and management teams, creating multiple new business pipelines in the Northern Wisconsin region

Education

Bachelor of Science - Finance

University of Wisconsin - Green Bay
Green Bay, WI
01.2019

Skills

  • Microsoft Excel & VBA (7 years)
  • Salesforce (5 years)
  • Bloomberg terminal and IBOR system (6 years)
  • PowerBI (3 years)
  • Python (2 years)
  • Factset
  • Relationship management
  • Problem resolution
  • Team leadership
  • Financial Modeling

Accomplishments

  • FINRA Securities Industry Essentials (SIE) – Active
  • FINRA Series 7 – General Securities Representative – Active

Timeline

Performance & Attribution Associate

PPM America, Inc.
04.2024 - Current

Portfolio Analyst

R.W. Baird
10.2020 - 04.2024

Mutual Fund Administrator

U.S. Bancorp
11.2019 - 10.2020

Financial Analyst / Private Banking Associate

Nicolet National Bank
01.2018 - 11.2019

Bachelor of Science - Finance

University of Wisconsin - Green Bay

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Nicholas Krueger