Andrew Tilzer, Cfa Email & Phone Number

Tampa, Florida

Tampa/St. Petersburg, Florida Area

• Manage staff of 14 professionals performing trade settlements, performance and reconciliation, security/portfolio analytics, and business analysis
• Responsible for migrating team and functions from solely residing in NY to predominantly run from Tampa
• Lead departmental reorganization from product orientation to functional teams.\

Advise students on their job search in investment management

New York, NY

• Investment management consultant
• Analyze clients existing business and recommend solutions including, but not limited to, operational reengineering, staffing and system implementation
• Current project includes leading firms effort to become GIPS compliant, developing new workflow for operation departments, and creating new management tools to control internal information flow, provide metrics to.
• Current client is Van Eck Global, a $25 billion institutional asset manager with ETF, MFs and Hedge Funds products

• Stern Family Partners - Investment Analyst
• Hedge fund analyst for taxable US portfolio 100% allocated to global alternative asset class with goal of generating100 basis points per month over cycle
• Built watch list and pipeline of niche, fundamental managers in long/short, activist, long only, short bias, distressed,and credit strategies; included sector and region/country focused managers
• Provided manager recommendations including proposed schedule of subscriptions, goals required prior to additionalcash flows, and red flags forcing immediate review and/or redemption; maintained summary for existing.
• Manager evaluation included examining strategy, approach, pedigree, discipline, repeatability, key-man/process risk,operations, and fit into overall portfolio by assessing correlation to similar style managers and.
• Sourced managers by utilizing vast network of investment contacts including prime brokers, attending industryevents, and reviewing hedge fund databases

 Managed the operation of $65M equity long/short opportunistic hedge fund Marketing: conducted new and existing client presentations, maintained marketing materials, and responded to RFPs Accounting and Operations: responsible for fund NAVs, maintained books and records of management companies

 Sold investments and insurance products to individuals, families and small/medium sized businesses

 Led operational and technological effort to transform US domestic manager into global fund manager by enhancing technology infrastructure, defining operational needs and leading staffing effort

 Directed expansion of operating capabilities into new London office which included researching new portfolio management requirements for European and UK equity, balanced and fixed income portfolios Designed and implemented multi-currency portfolio management system to automate portfolio management, client service and accounting activities

Mba, Investments

Bs, Finance

Cfa, Cfa Charterholder