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.
• 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.
• 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

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 of.

Education record