Background
CFA Level 2 Candidate
BSC, MA, University of Alabama
Johan Grahs joined Porter, White & Company as a financial analyst focusing on investment portfolio analysis, financial modeling, and derivative analysis. Johan is a native of Sweden and held a number of sales management positions prior to pursuing his bachelor and masters degrees in finance in the United States.
Professional Background: Johan has seven years of sales and marketing
experience. He started his career as a door-to-door salesman selling vacuum
cleaners for Electrolux and encyclopedias for Bra Böcker and eventually became
district manager of Bra Böcker where his responsibility was to recruit and
train new sales people. Johan then entered the beverage industry where he
developed sales through wholesalers and major retailers in southern Sweden
by implementing sales campaigns for their sales forces. Products ranged from
Pepsi to Beck's beer. He continued his career in the vending industry where
his job was to custom tailor vending concepts for major employers.
Professional Interests: At Porter, White & Company, Johan's focus
is on derivatives advisory and investment management. Johan advises clients
regarding interest rate swap and other derivative transactions. Work may include
assistance in developing a derivative policy, selection of appropriate counterparties,
negotiation of documentation, valuation and evaluation of transactions or
proposals, and bidding and/or execution of deals.
Johan also supports the firm's investment management practice by analyzing client accounts, implementing and maintaining asset allocation policies, and performing recordkeeping and quarterly reporting on accounts. In addition, he develops and researches hedge fund trading strategies utilizing financial derivatives. In the corporate finance area, Johan assists with due diligence and financial modeling for the firm's investment banking clients.
Johan's academic background is in finance. He concentrated in investment management for his Bachelor's degree and in financial engineering and risk management for his Master's degree. Johan received a BSC, summa cum laude, in 2003 and an MA in Finance in 2004, both from the University of Alabama. He is a registered Series 7 and Series 63 representative and a candidate in the Chartered Financial Analyst program.