Joe Klimas

Joe Klimas Email and Phone Number

Senior Vice President at Natixis Investment Managers @ Natixis Investment Managers
boston, massachusetts, united states
Joe Klimas's Location
Boston, Massachusetts, United States, United States
Joe Klimas's Contact Details

Joe Klimas personal email

n/a
About Joe Klimas

Adaptable and resourceful investment professional with over 30 years in the financial services industry, offering a successful track record in building and leading teams specializing in investment research & analytics, client consulting, and data & technology solutions. Foundational experience in client-facing, sales support, and relationship management environments.* Investment strategy & asset allocation consulting* Multi-asset class model portfolio construction* Investment and manager research & due diligence* Cross-functional team leadership* Innovative data & technology solutions* Strategic business development & project management

Joe Klimas's Current Company Details
Natixis Investment Managers

Natixis Investment Managers

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Senior Vice President at Natixis Investment Managers
boston, massachusetts, united states
Employees:
1463
Joe Klimas Work Experience Details
  • Natixis Investment Managers
    Senior Vice President
    Natixis Investment Managers Oct 2011 - Present
    Boston, Massachusetts, United States
    Provide oversight to the Portfolio Consulting and Analysis Team. Strengthen capabilities around rigorous asset allocation consulting, investment portfolio analysis, risk decomposition, insightful fund research, and practical portfolio construction strategies. Build and reinforce the multi-asset class model solutions business, strategic allocation techniques, and comprehensive due diligence practices. Harvest insight and intelligence from portfolio data and apply diagnostics to derive business intelligence reporting and tactical sales opportunities. Lead and manage high profile data and technology projects which reinforce the firm's competitiveness and efficiency gains.
    View
  • Lpl Financial
    Assistant Vice President - Research Analytics Strategist
    Lpl Financial 2005 - 2011
    Boston, Massachusetts, United States
    View
  • Citizens Advisers
    Director Of Performance Analytics & Portfolio Administration
    Citizens Advisers 2004 - 2005
    Portsmouth, New Hampshire
    View
  • Columbia Threadneedle Investments, Us
    Manager Of Performance Measurement, Research & Statistical Analysis
    Columbia Threadneedle Investments, Us 2002 - 2004
    Boston, Massachusetts, United States
    View
  • Independence Investments
    Investment Officer / Trader
    Independence Investments 2000 - 2001
    Greater Boston Area
  • Hartford Investment Management Co. (Himco)
    Investment Analyst - Fixed Income
    Hartford Investment Management Co. (Himco) 1996 - 2000
    Hartford, Connecticut, United States
    View
  • The Hartford
    Annuity Division
    The Hartford 1992 - 1996
    Simsbury, Connecticut
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  • Other
    Account Executive
    Other 1991 - 1992
    Hartford, Connecticut, United States

Joe Klimas Skills

Asset Allocation Mutual Funds Investment Strategies Financial Services Investments Risk Management Etfs Portfolio Management Fixed Income Performance Attribution Investment Management Project Management Trading Bonds Equities Cross Functional Team Leadership Alternative Investments Series 7 Technology Integration Risk Budgeting Quantitative Analytics Factset Morningstar Cognity Mpi Jira Tableau

Joe Klimas Education Details

Frequently Asked Questions about Joe Klimas

What company does Joe Klimas work for?

Joe Klimas works for Natixis Investment Managers

What is Joe Klimas's role at the current company?

Joe Klimas's current role is Senior Vice President at Natixis Investment Managers.

What is Joe Klimas's email address?

Joe Klimas's email address is jo****@****xis.com

What schools did Joe Klimas attend?

Joe Klimas attended University Of Hartford, University Of Hartford.

What skills is Joe Klimas known for?

Joe Klimas has skills like Asset Allocation, Mutual Funds, Investment Strategies, Financial Services, Investments, Risk Management, Etfs, Portfolio Management, Fixed Income, Performance Attribution, Investment Management, Project Management.

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