Timothy Richter, Cfa Email & Phone Number

Arlington, Virginia, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

• Manage a team of analysts with oversight of 25 high yield and multi-strategy funds.
• Collaborate on IMA negotiations with clients, execute set-up of new accounts, and partner with portfolio managers during the ramping period.
• Manage relationships with key clients by delivering analysis, reporting, and solutions to ensure portfolios are managed to the highest of expectations of the clients.
• Create, maintain, and execute on projects to improve the efficiency and quality of… Show more Manage a team of analysts with oversight of 25 high yield and multi-strategy funds.
• Create, maintain, and execute on projects to improve the efficiency and quality of investor reports, portfolio management tools, and enterprise applications.
• Deliver financial models and data to drive investment decisions and asset allocations within the portfolio management division.

Charlotte, NC

• Portfolio analyst with oversight of high yield loan, bond, and multi-strategy funds, including a $9.7B Global High Yield Loan Fund comprised of over 100 investors in 10 currencies and assets across 30 countries.
• Selected to conduct and lead a two-month assignment in London, England focused on consultation of internal processes in partnership with senior leadership with the goal of easing the merger transition and creating.
• Managed projects… Show more Portfolio analyst with oversight of high yield loan, bond, and multi-strategy funds, including a $9.7B Global High Yield Loan Fund comprised of over 100 investors in 10 currencies and assets.
• Managed projects through execution across Barings’ umbrella platforms, resulting in increased efficiencies across the Global Portfolio Services Teams
• Delivered monthly performance, attribution and holdings reports as well as investment portfolio factsheets to clients.
• Partnered with portfolio management, product management, marketing, back office, and custody banks to effectively manage investment portfolios.

Charlotte, North Carolina Area

Charlotte, NC

• Portfolio Analyst with oversight of 9 unique loan, bond, multi-strategy, and fund of funds.
• Reconciled monthly transactions, valuations, accruals, management and performance fees, P&L components, and other activities for each portfolio.
• Calculated performance using the NAV package for portfolios and balance sheets.
• Performed regular compliance reporting on a daily and monthly basis.
• Verified accuracy of investor capital balances, net asset value calculations, and… Show more Portfolio Analyst with oversight of 9 unique loan, bond, multi-strategy, and fund of funds.
• Verified accuracy of investor capital balances, net asset value calculations, and subscriptions/redemptions for portfolios.

Milwaukee, WI

• Process and problem resolution for 401(k), profit sharing, and retirement plans.
• Manage files coming through a secured website from 400 plans containing 327,000 individuals, with an average weekly processing of $12 million in participant contributions.
• Adjust templates in a program called Plan Convert in order to match each unique payroll file that we receive from clients.
• Utilize Microsoft Access to generate and distribute client reports consisting primarily of contribution… Show more
• Utilize Microsoft Access to generate and distribute client reports consisting primarily of contribution and distribution tracking, deferral and address change, as well as loan and hardship information.
• Maintain the database which contains all of our clients’ bank account and trust information.

Neenah, WI

Each summer, completed approximately 75 of the company’s state income and franchise tax returns for each entity and state required.Pro-rated financial data accordingly when Menasha Corporation acquired other companies.Led a project to transfer all of the hard copy insurance policies into a computer database with different data fields.