Eric Bartlett Email & Phone Number

Santa Monica, CA, US

• My focus as head of G-Investments is to create, direct promote and grow the company’s investment division by targeting early-stage green technology companies with the potential to deliver strategic investments and/or.
• Work alongside the CEO on all company business development and financing to drive the company’s core revenue opportunities.
• Responsible for all background analysis of potential green technology investments or joint partnerships made with outside… Show more My focus as head of G-Investments is to create, direct promote and grow the company’s.
• Responsible for all background analysis of potential green technology investments or joint partnerships made with outside companies.
• Negotiated and finalized GPV’s first strategic investment with an environmentally friendly fuel additive company.
• Increased secured business (into mid 2010) by over 35% through B2B solutions, environmental CD distributions, and web services provided at industry conferences and community colleges.

• Responsibilities entailed the coordination and execution of all client service operations within the Sydney, Australia office.
• Tracked and managed the development of over eighty institutional client accounts (AUM AU$22bln) to identify key opportunities and vulnerabilities in the regional client base.
• Project manager in the creation and implementation of an automated client reporting platform, which provided a more accurate, analytical and multi-level report to clients. The new… Show more Responsibilities entailed.
• Project manager in the creation and implementation of an automated client reporting platform, which provided a more accurate, analytical and multi-level report to clients. The new platform eliminated manual work hours.
• Collaborated with portfolio managers to create detailed analysis and assessment of market and portfolio information for distribution to industry consultants and client company board members on a quarterly basis.
• Created portfolio performance attribution tables to mirror and measure in-house portfolio performance returns. This enabled a higher level of due diligence by PIMCO to ensure all performance data was presented.

Entrusted with managing all back office trading operations in Sydney, Australia relating to PIMCO’s Asia Pacific-based clients, including: trade life execution from account acquisition, accounting, settlements, pricing, performance and to claims.

The lead member for the settlements team, responsible for servicing PIMCO and their clients regarding issues across all products including domestic and mortgages, foreign equities, bonds, FX and derivatives.

Responsible for confirmation and verification of trades, monitoring settlement, generating reports and managed relationships with various counterparties.

The trade settlement representative between institutional brokers and custodian banks servicing all PIMCO accounts.