Philip Eichhorn, Cfa Email & Phone Number

Littleton, CO, US

Responsible for manager due diligence, portfolio monitoring and attribution, and investment research. Also responsible for data aggregation, process improvements, and automation.

Develop and provide analytical tools to portfolio managers to assist in government money market portfolio positioning, relative value opportunities, auction participation strategies, security selection and structures. Manage 3 commercial paper SMA portfolios. Lead trader on portfolio of 3 government money market funds.

Trade portfolio of 3 government money market funds and 3 separately managed commercial paper portfolios.

Support portfolio management, trading, and credit analysts of the Cash Strategies team in whatever capacity they need.

Developed and implemented new processes and procedures to help verify the reasonableness and validity of vendor pricing outputs as well as help to cultivate strong relations with outside vendors.

Performed due diligence on current and potential asset managers.Developed capital market expectations for multiple asset classes.Liaised between asset managers, consultants, and clients, explaining differences between managers’ philosophies and processes, and performance (including attribution based on market capitalization, sector, industry.

Qualitatively and quantitatively track, assess and evaluate the viability and continued success of 60 plus investment strategies (mutual funds, separate accounts, etc.) and bring new investment strategies to an Investment Committee comprised of executive level individuals for consideration for a firm-wide approved list.Generate reports for clients showing.

Liaised between clients, custodians, accounting agents and portfolio team as well as worked with internal customers in order to provide excellent overall customer service.Led two separate groups in technology related developments; specifically tasked with spreadsheet and software development/automation.Created numerous ad hoc reports for use by upper.

Liaised between trading, brokers, and custodians to ensure the proper settlement of trades and to resolve any reconciliations issues post-settlement.Analyzed, researched and resolved all aspects of fund activities including: expenses, income, capital stock, transaction entry, securities valuations, settlement of trades and reconciliations.Identified.