Director Of Operations
Current
Oct 2023 - Present
AeroLeads people directory · profile
Tim Williams Email & Phone Number
Director of Operations
at
CFI Partners
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Operations
Location
Greater Chicago Area, United States, United States
Who is Tim Williams? Overview
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Quick answer
Tim Williams is listed as Director of Operations at CFI Partners, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Tim Williams.
Tim Williams previously worked as Managing Director, Head of Investment Operations at Elementum Advisors, Llc and Director of Investment Operations at Elementum Advisors, Llc. Tim Williams holds Bs, Business Administration, Finance from University Of Arkansas - Sam M. Walton College Of Business.
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CFI Partners
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Profile bio
About Tim Williams
Senior Operations and Risk Management professional with a stellar track record and diverse experience in financial and investment operations management, alternative investments, structured products (CLOs & CDOs), fixed-income investments, syndicated loans, insurance-linked securities, project management, operational risk management, and fund compliance, administration, and accounting. Exceptional communicator and collaborator with proven leadership and solutions-focused analytical skills. Highly organized with an entrepreneurial mindset capable of addressing complex problems with creative solutions. CORE COMPETENCIES• Operational Risk Management • Portfolio Compliance • Project Management • Investor Reporting • Process Improvement • Internal Controls • Workflow Optimization • Leadership & Team Building • Data Governance • Problem-solving • Client Service • Cash Management • Communication Skills • Change Management • Collaboration • Talent Development • Flexibility • Attention to Detail • Strong Work Ethic • Accountability • FlexibilityENTERPRISE SOFTWARE AND TECHNICAL SKILLSMicrosoft Office Suite (Excel, Word, Outlook, Project, Teams, PowerPoint, To Do) • Monday Project Management • Fund Studio • FX Connect • Compliance Elf • Compliance Alpha • Bloomberg • Omnium • Intralinks • CDO Suite • ClearParSIGNATURE ACCOMPLISHMENTS • Created robust operational procedures and internal controls resulting in zero SOC 1 audit exceptions over a nine-year period.• Created an operational risk assessment which resulted in the identification and prioritization of all operational risks. • Created a trade review and approval process for currency hedges which resulted in zero trade errors over a nine-year period.• Automated more than twenty customized risk reports which provided investors the information needed to manage investment and concentration risk.• Identified administrative errors that resulted in additional investment income of $974k.
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Tim Williams's current company
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8 roles · 21 years
Tim Williams work experience
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Managing Director, Head Of Investment Operations
- Responsible for the leadership of the firm’s overall investment operations activities including management of the Investment Operations team in Chicago and the Reinsurance Operations team in Bermuda. Oversight areas.
- Serve on the firm’s Information Risk Management Task Force, Change Management Group, and Trade Allocation and Best Execution Review Team.
- As Chair of the Risk Committee, created the firm’s Operational Risk Assessment process.
- Built and automated all portfolio compliance, investor performance, and risk reports.
- Led multiple automation projects to introduce efficiencies and create scalable operations.
- Developed new processes and procedures to ensure data integrity and minimize trade, reporting, and pricing errors.
Jan 2019 - Feb 2023
Director Of Investment Operations
Aug 2012 - Jan 2019
Operations Manager
- Responsible for the oversight of all middle and back-office investment operations activities throughout the trade lifecycle, managing five direct reports responsible for trade settlements, corporate actions.
- Coordinated all operational tasks related to the launch of the firm’s first two pooled funds.
- Authored several risk controls that resulted in a clean 2011 SOC 1 report.
- Researched, tested, and implemented a new trade workflow that allows traders to utilize a pre-trade compliance system.
- Built a new weekly status report that assists the portfolio management team with managing concentration risk.
- Created issues tracking logs and initiated quarterly relationship calls for custodians and fund administrators to increase efficiencies and improve service.
Mar 2011 - Aug 2012
Controller - Structured Products
- Responsible for the administration, compliance, reporting, analysis, and accounting of a $4 billion portfolio of structured vehicles including three Collateralized Loan Obligations (CLO) and one Collateralized Debt.
- Created and implemented operational procedures to resolve administrative deficiencies related to deal compliance, monthly pricing, receivables, and reconciliations.
- Developed system enhancements to automate the cash impact of unsettled trades. Trained new staff and built team-first environment through the execution of a participative leadership style.
- Reduced aged receivables by an average of $400K per fund within six months.
- Within first three months of employment, identified administrative errors that resulted in additional investment income of $974K.
- Successfully negotiated reduced third-party administration fees resulting in annual savings of over $50K.
Mar 2006 - Feb 2011
General Manager
- Managed the administration of a $4 billion collateral portfolio securing commercial risk management insurance programs. Led collections, compliance, and analytics teams presenting performance results to senior.
- Eliminated over $100 million of corporate risk by collecting outstanding or expired collateral using a structured and disciplined escalation policy.
- Reduced collateral violations (out of compliance instruments) by 78% within eleven months.
- Initiated and directed weekly meetings with underwriting vice presidents and weekly calls with external insurance brokers to minimize collateral collection lag and improve collateral quality.
- Worked with corporate legal team to establish acceptable collateral standards and draft standardized templates for letters of credit, surety bonds, and cash collateral agreements to maximize operational efficiency.
2005 - 2006
~1 yr
Trust Officer & Relationship Manager
- Managed client relationships with asset managers/hedge funds through the delivery of exceptional customer service and client-specific fund administration and custody solutions. Closed/settled asset purchases and sales.
- Assigned to the special situations team responsible for protecting top-tier relationships.
- Within a six-month timeframe, increased assets under administration by $400mm and annual fee revenue by $100K.
Feb 2004 - Mar 2005
Assistant Vice President & Team Leader
- Responsible for the administration of a $3 billion portfolio of broadly syndicated loans. Managed a staff of five analysts responsible for loan administration and reconciliations while providing trading support to the.
- Promoted from staff to management in 9 months.
- Authored, implemented, and maintained department-wide operational procedures.
- Developed and implemented a method for evaluating staff performance.
- Managed national project to quantify and book bank risk associated with letters of credit.
Aug 1999 - Feb 2004
2 education records
Tim Williams education
Bs, Business Administration, Finance
University Of Arkansas - Sam M. Walton College Of Business
High School Diploma, College Preparatory
Carmel Catholic High School
FAQ
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Quick answers generated from the profile data available on this page.
What company does Tim Williams work for?
Tim Williams works for CFI Partners.
What is Tim Williams's role at CFI Partners?
Tim Williams is listed as Director of Operations at CFI Partners.
Where is Tim Williams based?
Tim Williams is based in Greater Chicago Area, United States, United States while working with CFI Partners.
What companies has Tim Williams worked for?
Tim Williams has worked for Cfi Partners, Elementum Advisors, Llc, Legal & General Investment Management America, Black Diamond Capital Management, and Cna Insurance.
How can I contact Tim Williams?
You can use AeroLeads to view verified contact signals for Tim Williams at CFI Partners, including work email, phone, and LinkedIn data when available.
What schools did Tim Williams attend?
Tim Williams holds Bs, Business Administration, Finance from University Of Arkansas - Sam M. Walton College Of Business.
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