Investment Accounting Associate
Current
Jun 2015 - Present
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Patrick Peters Email & Phone Number
Investment Accounting Associate
at
William Blair
1 work email found
@nb.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Patrick Peters? Overview
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Quick answer
Patrick Peters is listed as Investment Accounting Associate at William Blair, based in United States. AeroLeads shows a work email signal at nb.com and a matched LinkedIn profile for Patrick Peters.
Patrick Peters previously worked as Client Reporting - Team Leader at Neuberger Berman and Senior Performance Measurement Analyst at Neuberger Berman. Patrick Peters holds Bachelor Of Science (B.S.) from Loras College.
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Email format at William Blair
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{first}.{last}@nb.com
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Profile bio
About Patrick Peters
Finance professional experienced in client servicing, operations and leadership roles at respected, successful and innovative firms, improving the overall experience for internal and external clients.
Listed skills include Fixed Income, Investments, Asset Management, Securities, and 1 others.
Current workplace
Patrick Peters's current company
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6 roles
Patrick Peters work experience
A career timeline built from the work history available for this profile.
Client Reporting - Team Leader
• Managed team of six reporting analysts responsible for firm-wide institutional client reporting across asset classes • Coordinated across portfolio management, product specialist, compliance, performance, and reporting teams to troubleshoot complex reporting challenges to ensure accurate and timely delivery • Authored investment commentary for client distribution after synchronizing current investment views, themes, and strategies across portfolio management and product specialist teams • Leveraged performance measurement experience to successfully integrate propriety performance attribution and client reporting systems• Oversaw implementation of proprietary automated reporting platform for non-investment grade fixed income portfolio• Completed incorporation of BlackRock Aladdin with existing client reporting systems and processes
Apr 2013 - Apr 2015
Senior Performance Measurement Analyst
• Calculated portfolio, benchmark, and composite returns and generated performance reporting for global and domestic fixed income strategies• Updated and maintained internal accounting systems and GIPS database for account changes, client flows, and portfolio, benchmark, and composite returns to ensure accuracy and GIPS compliance
Nov 2008 - Apr 2013
Trade Processing Analyst
Lehman Brothers Asset Management
• Responsible for all aspects of trade processing – internal trade processing, external trade notification, trade settlement, discrepancy resolution, and external reporting
Jun 2007 - Nov 2008
Senior Representative - Investment Manager Relationship Representative
• Managed key relationships with large asset manager accounts, acting as primary point of contact for daily operations, trade communications, and settlements issues• Responsible for daily cash management across multiple currencies for international portfolios• Established New York/New Jersey Investment Manager Liaison Group, providing onsite support and new staff training • Developed advanced model team structure to more effectively respond to investment manager needs
Jul 2004 - Jun 2007
Investment Representative
Fidelity Investments
• Researched market opportunities and managed investments for firm clients• Developed and maintained broker relationships• Coordinated order and market color communication between five branches of options exchanges
Jul 1999 - Jul 2004
1 education record
Patrick Peters education
FAQ
Frequently asked questions about Patrick Peters
Quick answers generated from the profile data available on this page.
What company does Patrick Peters work for?
Patrick Peters works for William Blair.
What is Patrick Peters's role at William Blair?
Patrick Peters is listed as Investment Accounting Associate at William Blair.
What is Patrick Peters's email address?
AeroLeads has found 1 work email signal at @nb.com for Patrick Peters at William Blair.
Where is Patrick Peters based?
Patrick Peters is based in United States while working with William Blair.
What companies has Patrick Peters worked for?
Patrick Peters has worked for William Blair, Neuberger Berman, Lehman Brothers Asset Management, Northern Trust Corporation, and Fidelity Investments.
How can I contact Patrick Peters?
You can use AeroLeads to view verified contact signals for Patrick Peters at William Blair, including work email, phone, and LinkedIn data when available.
What schools did Patrick Peters attend?
Patrick Peters holds Bachelor Of Science (B.S.) from Loras College.
What skills is Patrick Peters known for?
Patrick Peters is listed with skills including Fixed Income, Investments, Asset Management, Securities, and Portfolio Management.
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