Tim Coates
Portfolio Analytics & Risk Sales at Bloomberg LP
- Role
- Portfolio Analytics & Index Sales Specialist at Bloomberg
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Analytics & Index Sales Specialist
Jul 2015 — Present · San Francisco, CA, US
Empower investment professionals with the tools required to successfully implement optimal investment portfolio strategies, helping them make quicker, more informed decisions, enabling them to easily and accurately measure portfolio risk and return, and streamlining their overall investment management workflow• Consult clients on maximizing use of PORT in the Bloomberg terminal for portfolio analytics, risk management, and portfolio optimization• Strategize use of Bloomberg\'s 5 attribution models, 13 risk models, full valuation scenarios, and scenario stress testing• Work comprehensively with product development to incorporate new data modules from client feedback• Assist in strengthening communication mechanisms within the Bloomberg community providing more transparency in the financial markets
Education
University of Colorado Boulder - Leeds School of Business
Bachelor's of Science - Business Administration
Skills
- Marketing
- Portfolio Management
- Factset
- Training
- Call Center Development
- New Business Development
- Investments
- Financial Analysis
- Analysis
- Asset Management
- Access
- Bloomberg
- Excel
- Equities
- Crm
- Valuation
- Finance
- Sales
- Financial Modeling
- Program Management
- Social Media
- Powerpoint
- Microsoft Excel
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