Tim Coates Email & Phone Number

San 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

San 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

San 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

Bachelor'S Of Science - Business Administration, Emphasis In Management With A Minor In Economics

Activities and Societies: • Member of the President’s Leadership Class of 2007 • Member of the Chancellor’s Citizenship Class • Member.

Education record