Tim Coates Email and Phone Number
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Tim Coates is a Portfolio Analytics & Risk Sales at Bloomberg LP at Bloomberg LP. He possess expertise in investments, financial modeling, financial analysis, finance, crm and 18 more skills. Colleagues describe him as "Tim is a great asset to any team. He brings a positive attitude and willingness to learn. I had the pleasure of working with Tim when he started managing accounts. I am very impressed with his natural customer service and account management skills. In addition, Tim is very savvy with software as a service and the tech industry. I would love the opportunity to work with Tim in the future." and "During my time at Formations, LLC I had the privilege to work with over 90+ interns that went through program. Tim was with Formations for over a year and managed to excel in every role he was in; while also juggling a full schedule at CU. I feel confident recommending Tim for any future position, he is a diligent person, motivated and has an amazing personality that will benefit any company that he's working at."
Bloomberg Lp
View- Employees:
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Portfolio Analytics & Index Sales SpecialistBloomberg Lp Jul 2015 - PresentSan Francisco Bay Area• Empower investment professionals with the tools required to successfully implement optimal investment portfolio strategies, helping them make quicker, more informed decisions, enabling them to easily and accurately measure portfolio risk and return, and streamlining their overall investment management workflow• Consult clients on maximizing use of PORT in the Bloomberg terminal for portfolio analytics, risk management, and portfolio optimization• Strategize use of Bloomberg's 5 attribution models, 13 risk models, full valuation scenarios, and scenario stress testing• Work comprehensively with product development to incorporate new data modules from client feedback• Assist in strengthening communication mechanisms within the Bloomberg community providing more transparency in the financial markets
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Portfolio Analytics SpecialistFactset Aug 2013 - Jun 2015San Francisco Bay Area• Responsible for accounts totaling $11.2 million in annual subscription value for specialty portfolio management specialty software including Portfolio Analysis, SPAR (Style, Performance, and Risk), Portfolio Batcher, and Portfolio Publisher• Assist clients in concept and understanding of Brinson attribution using compounded returns and subsequent troubleshooting of deviant portfolio returns and characteristics• Create processes to import client holdings by working with major accounting and custodial institutions along with portfolio reconnaissance to ensure data quality -
Senior Investment Management ConsultantFactset Feb 2011 - Aug 2013San Francisco Bay Area• Establish meaningful strategic relationships with investment management clients of all investment strategies representing nearly $3.6 million in key accounts and middle markets across the Pacific Northwest • Develop and maintain innovative ways to streamline aspects of the investment process from idea generation to performance attribution and evaluation• Responsible for the management and completion of multiple large scale projects simultaneously• Work with account teams that span the country to help large national as well as actively grow new business and middle market accounts• Provide high level client service as a member of industry-leading support team of consultants• Contribute ideas and execute initiatives to improve Consulting practices in our office• Train junior-level Consultants to help them improve efficiency and efficacy with their own clients
Tim Coates Skills
Tim Coates Education Details
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Emphasis In Management With A Minor In Economics
Frequently Asked Questions about Tim Coates
What company does Tim Coates work for?
Tim Coates works for Bloomberg Lp
What is Tim Coates's role at the current company?
Tim Coates's current role is Portfolio Analytics & Risk Sales at Bloomberg LP.
What is Tim Coates's email address?
Tim Coates's email address is ti****@****ado.edu
What is Tim Coates's direct phone number?
Tim Coates's direct phone number is +141591*****
What schools did Tim Coates attend?
Tim Coates attended University Of Colorado Boulder - Leeds School Of Business, Stanford University.
What skills is Tim Coates known for?
Tim Coates has skills like Investments, Financial Modeling, Financial Analysis, Finance, Crm, Microsoft Excel, Portfolio Management, Sales, Powerpoint, Social Media, Factset, Marketing.
Not the Tim Coates you were looking for?
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Tim Coates
Plano, Tx1engpwr.com -
2granitesec.com, granitesec.com1 +130152XXXXX
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Tim Coates
Brooklyn, Ny9us.ibm.com, gmail.com, gmail.com, us.ibm, hotmail.com, facebook.com, 21inc.ca, ibm.com, ibm.com3 +186067XXXXX
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