Ben Zimmer Email & Phone Number

Austin, Texas, United States

Austin, Texas, United States

• Built scalable trading protocols and account maintenance procedures• Supported advisors in raising $80mm in new 2021 AUM• Rebuilt client model suite for better performance, lower risk, and greater cost/tax efficiency• Demonstrated creativity and attention to detail through portfolio construction and client solutions• Oversaw all 401(k) creation, administration, and analysis across 77 plans/companies

Austin, Texas

• Promoted to RPg Investment Committee in April 2020• Developed trade procedures and lead all trading functions across nine proprietary models, seven custodians, and client accounts involving fixed income, equities, derivatives, and alternative investments• Sole PM research analyst supporting PM decisions through knowledge of markets, financial instruments, economics, and Bloomberg software• Decreased data production and analysis time from weeks to hours by creating functional… Show more • Promoted to RPg Investment Committee in April 2020• Developed trade procedures and lead all trading functions across nine proprietary models, seven custodians, and client accounts involving fixed income, equities, derivatives, and alternative investments• Sole PM research analyst supporting PM decisions through knowledge of markets, financial instruments, economics, and Bloomberg software• Decreased data production and analysis time from weeks to hours by creating functional automated systems• Responsible for cash account reconciliations, quarterly performance and risk metric calculations under • Relocated from Birmingham, MI to Austin, TX in summer of 2017• Vitally supported transition of TAG systems to RPg through constant communication with investment team, clients, management, and back office administration Show less

Birmingham, Mi

• Assist Senior Investment Analyst with research duties related to the qualitative and quantitative research process• Actively monitor economic news and incoming alerts relative to the market• Assist the Portfolio Trader with all trading functions including: trading individual accounts, block trading, order entry, order management, trade confirmation and reconciliation, and monitoring account allocations for accuracy• Monitor cash levels and individual positions relative to tactical… Show more • Assist Senior Investment Analyst with research duties related to the qualitative and quantitative research process• Actively monitor economic news and incoming alerts relative to the market• Assist the Portfolio Trader with all trading functions including: trading individual accounts, block trading, order entry, order management, trade confirmation and reconciliation, and monitoring account allocations for accuracy• Monitor cash levels and individual positions relative to tactical allocation strategies• Create and process trade tickets; confirm trade execution and account positions• Responsible for monitoring activity and performing various cash account reconciliations of varying degrees of complexity and assists with corresponding variance analysis• Support the Portfolio Trader and Senior Investment Analyst with quarterly performance reporting including composite calculation, composite dispersion, and other composite risk metrics • Prepare various detail and summary reports. Responsible for reconciling such reports with source documentation (general ledger, financial statements, subsystem reports, etc), researching any differences, and pursuing corrective action as needed• Assist with the maintenance of various financial systems, automated spreadsheets, and database applications Show less

Dearborn, Mi

• Promoted several times due to outstanding performance; started as valet• Manage a team of up to 70 staff members including scheduling, budgeting, and training• Analyze financial statements for cost effectiveness in order to effectively forecast and create budgets• Develop and maintain strong relationships with hospital executives and administrative customers• Implement high customer service standards across sites in Michigan and Ohio• Launch and maintain reporting system… Show more • Promoted several times due to outstanding performance; started as valet• Manage a team of up to 70 staff members including scheduling, budgeting, and training• Analyze financial statements for cost effectiveness in order to effectively forecast and create budgets• Develop and maintain strong relationships with hospital executives and administrative customers• Implement high customer service standards across sites in Michigan and Ohio• Launch and maintain reporting system for daily operations, payroll, and employee files Show less

Ann Arbor, Mi

• Participated as a staff member of the Wolverine football team• Two-year letterman• Adapted and led other staff members through drastic coaching change one year into tenure• Supported coaching staff on a daily basis on both the practice field and game days• Traveled to sites across the country to support staff and team in competition• Worked 35+ hours/week and often traveled while maintaining a full college class schedule

Redford, Mi

• Interfaced with customer management to ensure satisfaction, timing, and quality• Directed and worked with various production teams focused primarily on Ford brake corner and battery assembly • Responsibilities included launch status and readiness, internal and customer timing, and pre-production builds, and inventory management• Gained significant experience and knowledge of program management systems, production readiness systems, and plant floor operations

Troy, Mi

• Analyzed various strategic investment alternatives and created detailed reports for the company's strategic asset allocation portfolio• Assisted in client meetings with portfolio briefs, investment analyses, and technical explanations, as well as development of future investment strategies customized to each individual client• Interfaced with mutual fund companies and assisted with incoming and outgoing client communications, including reporting, account applications and monthly… Show more • Analyzed various strategic investment alternatives and created detailed reports for the company's strategic asset allocation portfolio• Assisted in client meetings with portfolio briefs, investment analyses, and technical explanations, as well as development of future investment strategies customized to each individual client• Interfaced with mutual fund companies and assisted with incoming and outgoing client communications, including reporting, account applications and monthly account statements• Investigated, analyzed, and organized various investment reports, including prospectus, annual reports, and strategic outlooks, for various mutual funds for SEC compliance purposes Show less

Bachelor Of Arts (B.A.), Communications

Activities and Societies: Michigan Interactive Investments (2009-2010); University of Michigan Football Student Manager (2010-2013)

Master Of Science Of Finance - Msf, Finance And Investment Banking

Master Of Business Administration - Mba, Business Administration And Management, General