Senior Associate, Portfolio Management - Short Term
Current
Jul 2019 - Present
AeroLeads people directory · profile
William H. Cobau, Cfa Email & Phone Number
Senior Associate, Portfolio Management - Short Term
at
PIMCO
2 work emails found
@pimco.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate, Portfolio Management - Short Term
Location
Newport Beach, California, United States
Company size
Who is William H. Cobau, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
William H. Cobau, Cfa is listed as Senior Associate, Portfolio Management - Short Term at PIMCO, a 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.
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
6 roles
William H. Cobau, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Associate, Fund Statistics
• 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 clients to explain changes in portfolio allocation and performance. • 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 determine strategic report coverage.
Aug 2015 - Jun 2019
Summer Analyst
• 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
• 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
• 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 →
CW
Cici Williams
Colleague at PimcoNewport Beach, California, United States
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AB
Alison Burnside
Colleague at PimcoDublin, County Dublin, Ireland
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WS
Waseem Shaikh
Colleague at PimcoNewport Beach, California, United States
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MH
Mathias Hoerl, Cfa
Colleague at PimcoGermany
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PL
Peter Learn, Cfa
Colleague at PimcoGreater Chicago Area, United States
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MZ
Matt Zehner
Colleague at PimcoNewport Beach, California, United States
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JF
Joshua Felice
Colleague at PimcoAliso Viejo, California, United States
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LH
Laura Hsu
Colleague at PimcoTaipei City, Taiwan, Province Of China
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SP
Sophia Parize
Colleague at PimcoNewport Beach, California, United States
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RR
Raquel Rodriguez
Colleague at PimcoLondon, England, United Kingdom
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Cici Williams
Colleague at PimcoNewport Beach, California, United States
View →
AB
Alison Burnside
Colleague at PimcoDublin, County Dublin, Ireland
View →
WS
Waseem Shaikh
Colleague at PimcoNewport Beach, California, United States
View →
MH
Mathias Hoerl, Cfa
Colleague at PimcoGermany
View →
PL
Peter Learn, Cfa
Colleague at PimcoGreater Chicago Area, United States
View →
MZ
Matt Zehner
Colleague at PimcoNewport Beach, California, United States
View →
JF
Joshua Felice
Colleague at PimcoAliso Viejo, California, United States
View →
LH
Laura Hsu
Colleague at PimcoTaipei City, Taiwan, Province Of China
View →
SP
Sophia Parize
Colleague at PimcoNewport Beach, California, United States
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RR
Raquel Rodriguez
Colleague at PimcoLondon, England, United Kingdom
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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 Cici Williams, Alison Burnside, Waseem Shaikh, Mathias Hoerl, Cfa, and Peter Learn, Cfa.
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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