Joe Klimas

Senior Vice President @Natixis Investment Managers

Boston, MA, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Oct 2011 — Present

Senior Vice President @Natixis Investment Managers

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Boston, MA, US

EDUCATION

N/A

University of Hartford

BSBA

N/A

University of Hartford

MBA

SKILLS

Alternative InvestmentsCross-Functional Team LeadershipTechnology IntegrationEtfsTradingMorningstarMutual FundsMpiCognityQuantitative AnalyticsProject ManagementFixed IncomeTableauBondsInvestment ManagementInvestment StrategiesRisk BudgetingFactsetInvestmentsAsset AllocationRisk ManagementSeries 7JiraPortfolio ManagementEquitiesFinancial ServicesPerformance Attribution

ABOUT JOE KLIMAS

Adaptable and resourceful investment professional with over 30 years in the financial services industry, offering a successful track record in building and leading teams specializing in investment research & analytics, client consulting, and data & technology solutions. Foundational experience in client-facing, sales support, and relationship management environments.* Investment strategy & asset allocation consulting * Multi-asset class model portfolio construction * Investment research & due diligence * Cross-functional team leadership * Innovative data & technology solutions * Strategic business development & project management

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