Eric Simpson Email & Phone Number

Harrisburg, Pa, Us

Harrisburg, Pa, Us

Harrisburg, Pennsylvania Area

A key focus on supporting PFM Asset Management’s Fixed Income trading desk by developing and maintaining risk management tools, constructing bond proceeds and actively managed separately managed account portfolios, and managing projects relating to longer term portfolio optimization or risk management objectives as well as portfolio strategy considerations for existing clients and prospects. I am also responsible for supporting relationship managers across the country with respect to their client service and business development needs - investment program and investment policy reviews, cash flow and earnings analyses, and portfolio strategy development.

Harrisburg, Pennsylvania

•Managed a team of asset management analysts, focused on providing supporting client service and business development support to project managers servicing institutional clients in the Midwest & West regions of the country, producing ~150 work products per month•Manage the quarterly performance reports generation and distribution process for ~200+ fixed income portfolios with assets ranging from $5 million to $7 billion•Lead and assist in responses to requests for proposal (“RFPs”) for investment advisory and bond proceeds management services•Design and facilitate classroom-style training sessions for new analyst training classes semiannually; topics covered include: investment accounting for institutional investors, total return performance & ICE BofAML Index benchmarks, and Global Investment Performance Standards (“GIPS”) •Participate in annual client due diligence meetings as a subject matter expect covering the following topics: investment accounting, portfolio reconciliation process, total return performance, and disaster recovery testing procedures •Recommend changes to client investment policies to better align with applicable state statutes and industry best practices •Analyze client and prospect cash flows to recommend allocations to short-term and longer-term core portfolios •Analyze client and prospect fixed income portfolios to recommend changes to portfolios allocations to optimize returns while reducing risk •Perform ad-hoc analyses using Bloomberg Terminal and proprietary models to assist client relationship managers and Managing Directors across the firm in developing client-specific recommendations•Conduct weekly staff meetings to distribute assignments, discuss ongoing training and development of the analyst pool program, and review large scale work products •Member of PFM’s Global Investment Performance Standards (“GIPS”) Committee

Harrisburg, Pennsylvania Area

•Entered security transactions for fixed income and multi-asset class portfolios into our internal portfolio accounting system•Reconciled internal portfolio holdings and transaction records for fixed income and multi-asset class portfolios versus external custody records on a weekly and monthly basis •Managed the daily and monthly accounting processes for PFM’s discretionary multi-asset class portfolios•Co-developed automated quarterly performance reports, generated and verified the accuracy of data, and distributed to project managers on a quarterly basis for over ~700 fixed income portfolios •Calculated total return performance for over ~250 multi-asset class portfolios •Calculated asset class level performance for fixed income and multi-asset class portfolios and distributed reports to project managers on a monthly basis•Created proprietary Access & Excel models to automate processes relating to portfolio reconciliations, total return performance calculations, ICE BofAML Index benchmark analytics, security master setup and transaction uploads, product and region revenue statistics, and GIPS-compliant composites•Member of PFM’s Global Investment Performance Standards (“GIPS”) Committee •Participated in annual disaster recovery testing

Harrisburg, Pennsylvania Area

•Submit proposals to requests for interested freelancers for hourly and fixed fee projects through the Upwork platform•Schedule initial consultations with prospects to discuss my background and experience, their project requirements, and provided cost and turnaround time estimates; training on completed models is also provided •Completed ~77+ one-time and recurring projects generating over $10,000 in gross revenue •Earned and still maintain a 100% job success rating and top freelancer status based on job success, client satisfaction and feedback, and consistently earning $1,000 or more over a 12-month period

Bachelor Of Science - Bs, Business Administration And Management, General, 3.92 Gpa, Summa Cum Laude

Relevant Coursework: Managerial Accounting, Corporate Finance, International Business, Marketing, & Strategic Management

Accounting, 3.88 Gpa

Attended Harrisburg Area Community College my senior year of high school, studying Accounting. I earned 25.5 transferable credits.