Tim Post, Cfa Email & Phone Number

Greater Minneapolis-St. Paul Area

- Manage portfolios for firm's custom overlay strategies for institutional investors, OCIO partners, and other investment managers who have outsourced implementation of their derivatives based strategies.- Communicate often with authorized signers of large institutional portfolios regarding risk mitigation strategies, portfolio completion strategies, and to teach the finer details of complex derivatives.- Contribute to blog posts, strategy highlight pieces, client review decks, and other research and marketing content.- Assist with the portfolio management of the firm’s proprietary LDI strategies.- Trade across multiple asset classes including Global Fixed Income, Global Equity, Currency, Commodities, and Real Estate.- Trade multiple securities including futures, swaps, options, forwards, physical currency, Repo, TIPS, STRIPS, and physical Treasuries.

Greater Minneapolis-St. Paul Area

- Provided monthly commentary regarding Fixed Income markets that was included in our performance summaries and other client deliverables.- Was key person in managing our LDI relationships by rotating responsibilities between calculating the trades to be made, confirming calculations and placing trades, and approving calculations and trades to be made.- Presented 12 session PowerPoint Summer training program regarding derivative basics, Parametric institutional products, and applied market and economic theory to entire firm (about 1k employees).- Approved trades on futures and bonds made by portfolio management team prior to execution.- Rolled, matured, or initiated REPO trades while establishing processes and procedures with multiple new Repo counterparties.- Utilized BondEdge analytics on daily basis to aid in company’s Fixed Income analysis and trading.- Subject Matter Expert (SME) that met monthly to discuss prioritization and progress of IT initiatives.- Led facilitation with IT to ensure that systems were in place for quality reporting and monitoring for new strategies and products.- Improved processes, reporting, data transfers, and automated risk monitoring by working with IT and Data Solution professionals to identify, scope, and implement enhancements in a risk-controlled manner.- Active participant in bi-monthly Investment Committee meetings where we reviewed product performance, recent research papers, and possible strategy enhancements.

Greater Minneapolis-St. Paul Area

- Interviewed, hired, and trained new analysts.- Assigned accounts and tasks to analyst group to increase productivity, quality, and efficiency.- Met with CIO monthly to report on developments and items of interest within analyst group.- Established and led discussion for monthly analyst meetings.- Supervised and monitored productivity of analyst group while conducting semi-annual performance reviews.- Hired 18 employees, 14 of which were with company for over 5 years and became managers.

Greater Minneapolis-St. Paul Area

- Established myself as main contact for most profitable and high-risk accounts.- Championed multiple process improvements including building out systems and processes for handling OTC trading, operations activity, and reporting.- Worked over 60 hours a week often arriving before 4am daily to solve issues that arose with technology systems or data transfers from custodians, pricing vendors such as Bloomberg, and brokers.- Thorough and extensive experience with custodian bank websites and reporting as personally developed and enhanced multiple custodian bank downloads and their automation via FTP.- Implemented multiple rebalancing, portable alpha, currency hedging, duration extension, and transition management strategies for institutional clients.

Minneapolis, Mn

- Produced daily investment reports used to determine appropriate trades for client portfolios.- Met with clients and consultants to discuss products, performance, procedures, and objectives.- Implemented research projects to enhance product performance and client service.

Greater Minneapolis-St. Paul Area

- Assisted in gameday set-up with on-court props, booths, and giveaways.- Coordinated national anthem, on-court contests, Crunch (mascot) activities, Blue Crew, and halftime entertainment.

Bachelor'S Degree, Finance, 3.813

Activities and Societies: - Student Accounting and Finance Association member - Sigma Phi Delta: Outstanding Pledge award winner..

Charter (August 2017)

Passed level III in June 2017.

Member

Education record