John P. Coates, Cfa, Caia Email & Phone Number

Florida, United States

Miami-Fort Lauderdale Area

SVP/Senior Portfolio Advisor for Northern Trust's Foundations & Institutional Advisors (FIA) National Practice Group. We specialize in working with foundations, endowments, healthcare, higher education, and pension plans in an Outsourced Chief Investment Officer (OCIO) model. It is a high touch approach as we seek to become a long-term partner with our.

Ft. Lauderdale, FL

As a Sr. Institutional Client Advisor, I coordinate the delivery of products and services to PNC's Institutional Clients. Key responsibilities include managing portfolios in accordance with their investment policy statement, enacting strategic and tactical asset allocation changes based on the client's unique needs, maintaining a close working relationship.

Ft. Lauderdale, Florida

• Co-managed global and international equity as well as global balanced separate accounts for institutional and high net worth clients.
• Management resulted in multi year outperformance of the international and global equity portfolios.
• Conducted fundamental, bottom-up stock research.
• Raised and maintained assets under management.
• Handled various marketing and client service requests with due diligence teams, consultants, financial advisors, institutional clients and HNW clients.
• Sought ways to enhance and promote products under management.

Ft. Lauderdale, FL

• Managed a team of portfolio analysts responsible for portfolio monitoring with regard to allocations, compliance, and risk and performance measurement.
• Coordinated the dissemination of information on client accounts, product performance and risk assessments, client and due diligence meeting preparation and stock research information.
• Mentored and developed members of my team to enhance their understanding of portfolio construction, stock research and client service.
• Enhanced the operational efficiency of the team.
• Coordinated RFP and sponsor/consultant questionnaire responses to support business unit’s sales and client service efforts.
• Reviewed client investment policy statements and resolved issues with internal groups.

San Mateo, CA And Ft. Lauderdale, FL

• Managed the Franklin Templeton U.S. Dollar and the Euro Liquid Reserve funds. Sought to maximize total returns by allocating portfolios based on views of short-term interest rate markets while balancing the need for.
• Achieved 1st quartile S&P/Micropal performance ranking within two years of managing.
• Conducted macroeconomic research on developed market government bonds and currencies and provided investment recommendations to the team on country bond allocations and currency exposures.
• Invested in government, quasi-government and high grade corporate bonds as means to enhance returns.
• Managed currency hedges on foreign currency denominated positions to expand the investment universe for short duration paper.
• Provided periodic market and portfolio updates to shareholders and sales team to promote the value of my products.

Ft. Lauderdale, FL

• Responsible for 24-hour developed market fixed income and currency execution.
• Provided daily global macroeconomic market updates to the portfolio management team.
• Worked closely with the CIO on currency hedging strategies.
• Executed all the daily currency spot transactions for the Templeton investment groups.
• Addressed security related issues with Investment Operations, Settlements and Fund Accounting.

Ft. Lauderdale, FL

• Provided Calculated the daily net asset value of a number of fixed income and currency focused mutual funds.
• Provided Produced reports for mutual fund annual and semi-annual financial reporting.
• Provided Addressed issues with holdings in the funds with the investment team.

Mba, Finance

Ba, Finance & Management

Activities and Societies: Delta Sigma Pi