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Eric Koehler Email & Phone Number
Client Reporting Operations Manager
at
Cambridge Associates
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Reporting Operations Manager
Location
Boston, Massachusetts, United States
Company size
Who is Eric Koehler? Overview
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Quick answer
Eric Koehler is listed as Client Reporting Operations Manager at Cambridge Associates, a company with 3027 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Eric Koehler.
Eric Koehler previously worked as Vice President, Client Reporting & Questionnaires at Wellington Management and Vice President, Reporting Manager at Wellington Management. Eric Koehler holds Bachelor Of Science, Business/Marketing from University Of Massachusetts Dartmouth.
Company email context
Email format at Cambridge Associates
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Cambridge Associates
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Profile bio
About Eric Koehler
I have 15+ years of expertise managing Client Reporting, RFPs, and Marketing Materials creation across public and private markets on behalf of institutional and wealth clients. * Proficient in leveraging technology to enhance reporting productivity, ensuring compliance with evolving regulatory requirements, and strategically planning for future advancements. * Demonstrated success in optimizing outsourcing strategies, fostering successful partnerships, and adeptly leading multidisciplinary teams. *Collaborates closely with senior leaders to achieve organizational goals, emphasizing a commitment to both technological innovation and effective people management.
Current workplace
Eric Koehler's current company
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Cambridge Associates
10 roles
Eric Koehler work experience
A career timeline built from the work history available for this profile.
Vice President, Client Reporting & Questionnaires
CurrentVice President, Client Reporting ServicesManager, Reporting & Questionnaires, AmericasInvestment Services & Technology OperationsManage a team and the development of high quality RFPs (Requests for Proposal), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), 15(c)s (for sub-advisory relationships), Consultant Reporting, and other ad hoc.
Sep 2021 - Present
Vice President, Reporting Manager
Vice President, Reporting Manager,Investment Services & Technology Operations-Manage a team that populates firm and product data in 25+ proprietary consultant & commercial databases including eVestment, Callan, Mercer GIMD, Morningstar, Albourne MoatSpace, PSN Informa, Investment Metrics, and Wilshire Compass Portal- Collaborate with Product Management and.
Jul 2020 - Aug 2021
Assistant Vice President, Reporting Manager
AVP, Investment Reporting ManagerClient Services Group- Manage a team that populates firm and product data in consultant & commercial databases - Oversee the creation and production of Quarterly Factsheets used for marketing 200+ investment products and funds to institutional prospects & clients
Apr 2016 - Jun 2020
Assistant Vice President, Reporting Analyst
AVP, Reporting AnalystClient & Prospect Communications
Sep 2013 - Mar 2016
Jan 2008 - Aug 2013
Nov 2006 - Dec 2007
Fund Accountant
- Prepared monthly reporting, performed reconciliations to prime broker and portfolio manager, and maintained partner capital accounts- Assisted with computation of tax allocations and adjustments, as well as preparation of tax reporting to clients
Jan 2006 - Oct 2006
Senior Portfolio Accountant
- Final approval for Portfolio Accountant’s month end reporting and fund overdraft memos before distribution to respective clients- Responsible for new employee training, ensuring compliance with State Street's Standard Operating Procedures- Responsible for analysis and processing of quarterly billing reports for over 400 funds
Jan 2005 - Dec 2005
Portfolio Accountant
- Managed client accounts with a focuses on cash availability, trades, income, and expenses, as well as resolution of outstanding issues between custody positions and accounting records- Validated amortization/accretion schedules, income accrual methods, and reconciled interest and principal payments for bonds and mortgage-backed securities
Jan 2004 - Dec 2004
Team & coworkers
Colleagues at Cambridge Associates
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
TF
Tanner Fales
Colleague at Cambridge AssociatesWaltham, Massachusetts, United States, United States
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JL
Jason Lirio
Colleague at Cambridge AssociatesWarwick, Rhode Island, United States, United States
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DK
Dimitrios Kokkoris
Colleague at Cambridge AssociatesLuxembourg, Luxembourg
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T(
Tara (Mcarthur) Fitzgerald
Colleague at Cambridge AssociatesSalisbury, Massachusetts, United States, United States
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PM
Patrick Mcdowell Iii
Colleague at Cambridge AssociatesLondon Area, United Kingdom, United Kingdom
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AA
Alex Andria
Colleague at Cambridge AssociatesWatertown, Massachusetts, United States, United States
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SM
Soujanya Mukkala
Colleague at Cambridge AssociatesUnited States, United States
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KR
Kishore Reddy
Colleague at Cambridge AssociatesDallas, Texas, United States, United States
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CL
Chong, Lee
Colleague at Cambridge AssociatesSingapore, Singapore
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EC
Evan Crosby
Colleague at Cambridge AssociatesGreater Boston, United States
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Tanner Fales
Colleague at Cambridge AssociatesWaltham, Massachusetts, United States, United States
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JL
Jason Lirio
Colleague at Cambridge AssociatesWarwick, Rhode Island, United States, United States
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DK
Dimitrios Kokkoris
Colleague at Cambridge AssociatesLuxembourg, Luxembourg
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T(
Tara (Mcarthur) Fitzgerald
Colleague at Cambridge AssociatesSalisbury, Massachusetts, United States, United States
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PM
Patrick Mcdowell Iii
Colleague at Cambridge AssociatesLondon Area, United Kingdom, United Kingdom
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AA
Alex Andria
Colleague at Cambridge AssociatesWatertown, Massachusetts, United States, United States
View →
SM
Soujanya Mukkala
Colleague at Cambridge AssociatesUnited States, United States
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KR
Kishore Reddy
Colleague at Cambridge AssociatesDallas, Texas, United States, United States
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CL
Chong, Lee
Colleague at Cambridge AssociatesSingapore, Singapore
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EC
Evan Crosby
Colleague at Cambridge AssociatesGreater Boston, United States
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1 education record
Eric Koehler education
FAQ
Frequently asked questions about Eric Koehler
Quick answers generated from the profile data available on this page.
What company does Eric Koehler work for?
Eric Koehler works for Cambridge Associates.
What is Eric Koehler's role at Cambridge Associates?
Eric Koehler is listed as Client Reporting Operations Manager at Cambridge Associates.
Where is Eric Koehler based?
Eric Koehler is based in Boston, Massachusetts, United States while working with Cambridge Associates.
What companies has Eric Koehler worked for?
Eric Koehler has worked for Cambridge Associates, Wellington Management, Bisys Fund Services, and State Street.
Who are Eric Koehler's colleagues at Cambridge Associates?
Eric Koehler's colleagues at Cambridge Associates include Tanner Fales, Jason Lirio, Dimitrios Kokkoris, Tara (Mcarthur) Fitzgerald, and Patrick Mcdowell Iii.
How can I contact Eric Koehler?
You can use AeroLeads to view verified contact signals for Eric Koehler at Cambridge Associates, including work email, phone, and LinkedIn data when available.
What schools did Eric Koehler attend?
Eric Koehler holds Bachelor Of Science, Business/Marketing from University Of Massachusetts Dartmouth.
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