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William H. Cobau, Cfa Email & Phone Number

Senior Associate, Portfolio Management - Short Term at PIMCO
Location: Newport Beach, California, United States 6 work roles 3 schools
2 work emails found @pimco.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email w****@pimco.com
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Current company
PIMCO
Role
Senior Associate, Portfolio Management - Short Term
Location
Newport Beach, California, United States
Company size
1001 employees

Who is William H. Cobau, Cfa? Overview

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Quick answer

William H. Cobau, Cfa is listed as Senior Associate, Portfolio Management - Short Term at PIMCO, a company with 1001 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at pimco.com and a matched LinkedIn profile for William H. Cobau, Cfa.

William H. Cobau, Cfa previously worked as Senior Associate, Fund Statistics at Pimco and Summer Analyst at Wells Fargo Advisors. William H. Cobau, Cfa holds Master Of Business Administration - Mba, Finance from Usc Marshall School Of Business.

Company email context

Email format at PIMCO

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*@pimco.com
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AeroLeads found 2 current-domain work email signals for William H. Cobau, Cfa. Compare company email patterns before reaching out.

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Profile bio

About William H. Cobau, Cfa

Experienced Senior Associate with a demonstrated history of working in the investment management industry. Bachelor of Arts (B.A.) focused in Economics and German Studies from Dartmouth College. Passed level 3 of the CFA program.

Listed skills include Financial Analysis, Microsoft Excel, Microsoft Word, Powerpoint, and 6 others.

Current workplace

William H. Cobau, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

PIMCO
Pimco
Senior Associate, Portfolio Management - Short Term
840 Newport Center Drive Suite 100 Newport Beach, California 92660 United States
Website
pimco.com
Employees
1001
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Company profile
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6 roles

William H. Cobau, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Associate, Portfolio Management - Short Term

Current
Pimco

Newport Beach, California, US

Jul 2019 - Present

Senior Associate, Fund Statistics

Pimco

Newport Beach, California, US

  • Built reoccurring automated reports in VBA or SQL, using Business Objects or Excel to aid ongoing client due diligence. Served as client contact for clarification regarding statistics in reports.
  • Create standard reoccurring and ad hoc reports for presentation to the Board of PIMCO Closed-End Funds Trust. Reports compared PIMCO products with competing funds within peer groups.
  • Analyze Bloomberg on a bi-monthly basis to ensure accuracy of data for PIMCO products. Filled gaps in coverage by creating automated data feeds.
  • Communicate with existing and potential institutional clients with respect to current portfolio positioning, investment strategy, and risk factors for all funds. Analyze data and created ad hoc reports for concerned.
  • Developed strategy to increase utility and efficiency of standard reports and client servicing materials. Track client usage of reports using Exact Target, and reported statistical results to Vice Presidents to.
Aug 2015 - Jun 2019

Summer Analyst

Wells Fargo Advisors

St. Louis, Missouri, US

  • Determined individualized investment thesis for fifty clients, using financial planning software with a net worth between $1 million and $10 million.
  • Analyzed existing asset allocation for new clients. Created reports for financial advisor to assist with strategic determinations and changes to asset allocation.
Jun 2014 - Sep 2014

Equity Research Intern

Otr Global

Purchase, NY, US

  • Back-tested top holdings of twenty-five hedge funds to determine potential value within fund-specific positions.
  • Developed investment thesis for proper holding period and portfolio weighting of equity positions to outperform various benchmarks. Results presented through PowerPoint to lead business analyst.
Jan 2014 - Mar 2014

Winter Analyst

Wells Fargo Advisors

St. Louis, Missouri, US

  • Conducted fundamental research for current equity positions to help investment decision-making.
  • Developed individualized investment plans that analyzed the proper risk tolerance for clients with a net worth between $1 million and $10 million.
Nov 2013 - Jan 2014

Summer Analyst

Compak Asset Management
  • Worked under supervision of Financial Advisors to develop SRI portfolio option for clients.
Jun 2012 - Aug 2012
Team & coworkers

Colleagues at PIMCO

Other employees you can reach at pimco.com. View company contacts for 1001 employees →

AT Andy Tran Andy Tran Colleague at Pimco Santa Ana, California, United States, United States View → JL Jane Liu Jane Liu Colleague at Pimco Newport Beach, California, United States, United States View → MA Michael Aneiro Michael Aneiro Colleague at Pimco Newport Beach, California, United States, United States View → NM Nimmi Malhotra Nimmi Malhotra Colleague at Pimco Orange County, California, United States, United States View → ED Evan David Evan David Colleague at Pimco Costa Mesa, California, United States, United States View → MW Michael Wexler Michael Wexler Colleague at Pimco Miami, Florida, United States, United States View → IY Isabella Yu Isabella Yu Colleague at Pimco California, United States, United States View → YH Yolanda Hoyos Yolanda Hoyos Colleague at Pimco Parla, Community Of Madrid, Spain, Spain View → KC Karen Cai Karen Cai Colleague at Pimco United States, United States View → SD Shea Duffy Shea Duffy Colleague at Pimco New York, New York, United States, United States View →
3 education records

William H. Cobau, Cfa education

Master Of Business Administration - Mba, Finance

Usc Marshall School Of Business

Graduate Certificate | Financial Analysis & Valuation, Investment Management

Usc Marshall School Of Business

Bachelor Of Arts (B.A.), Economics And German Studies

Dartmouth College
FAQ

Frequently asked questions about William H. Cobau, Cfa

Quick answers generated from the profile data available on this page.

What company does William H. Cobau, Cfa work for?

William H. Cobau, Cfa works for PIMCO.

What is William H. Cobau, Cfa's role at PIMCO?

William H. Cobau, Cfa is listed as Senior Associate, Portfolio Management - Short Term at PIMCO.

What is William H. Cobau, Cfa's email address?

AeroLeads has found 2 work email signals at @pimco.com for William H. Cobau, Cfa at PIMCO.

Where is William H. Cobau, Cfa based?

William H. Cobau, Cfa is based in Newport Beach, California, United States while working with PIMCO.

What companies has William H. Cobau, Cfa worked for?

William H. Cobau, Cfa has worked for Pimco, Wells Fargo Advisors, Otr Global, and Compak Asset Management.

Who are William H. Cobau, Cfa's colleagues at PIMCO?

William H. Cobau, Cfa's colleagues at PIMCO include Andy Tran, Jane Liu, Michael Aneiro, Nimmi Malhotra, and Evan David.

How can I contact William H. Cobau, Cfa?

You can use AeroLeads to view verified contact signals for William H. Cobau, Cfa at PIMCO, including work email, phone, and LinkedIn data when available.

What schools did William H. Cobau, Cfa attend?

William H. Cobau, Cfa holds Master Of Business Administration - Mba, Finance from Usc Marshall School Of Business.

What skills is William H. Cobau, Cfa known for?

William H. Cobau, Cfa is listed with skills including Financial Analysis, Microsoft Excel, Microsoft Word, Powerpoint, Stata, Bloomberg Software, Financial Modeling, and Leadership.

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