Julie Toler
Investment Audit Director @Teacher Retirement System of Texas
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WORK HISTORY
Investment Audit Director @Teacher Retirement System of Texas
Austin, TX, US
EDUCATION
SMU Cox School of Business
MBA, Finance
The University of Texas at Austin
Bachelor of Arts, Plan II Honors
SMU Cox School of Business
Graduate Certificate, Business Analytics
ABOUT JULIE TOLER
Highly experienced investment audit professional with background in compliance leadership and portfolio management. Extensive problem solving experience and strong communication skills.I enjoy analyzing opportunities, solving problems, and helping clients and teams evaluate, connect and manage resources to achieve their highest priority goals. My prior experience includes advising the financial decisions of both corporate and high net worth family clients. Clients and projects have spanned industries including real estate, healthcare, retail, technology and the public sector. In addition to traditional investments, I have underwritten and managed assets in alternative (non-marketable) investment strategies including real estate, energy, hedge funds, absolute return, distressed/turnaround situations and private equity. Specialties include: investments, internal audit, compliance, portfolio construction & management, financial planning & analysis, client service & relationship management, financial modeling, buy-side underwriting, due diligence, strategic plan formulation & analysis.
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