TIMOTHY A. BAUER

• Oversee performance for over 200 reporting relationships, while ensuring the maintenance of a comprehensive database of assigned relationships
• Translate and convert existing reporting data to a new reporting standard on Performer, improving the clarity and effectiveness of reporting
• Played an integral role in implementing risk controls for new reporting setups, ensuring data integrity and meeting compliance requirements
• Collaborate with portfolio managers to effectively manage new client asset reports and streamline client presentation setup, enhancing overall efficiency and client satisfaction
• Serve as a mentor to new performance analysts, providing guidance and support to help them succeed in their roles.

Assess daily cash position and incorporate into cash forecasting model

• Manage investments of a short-duration fixed income portfolio of $35 million
• Responsible for $250 million equity and fixed income investment portfolio, managed through 13 external investment managers and consultants
• Lead manager evaluations and interviews
• Maintain day-to-day communication between City and managers, providing updates and recommendations to CFO, as warranted
• Generate ongoing performance and position reports on the investment portfolio, including market and trends commentary
• Handle banking relationships with five institutions.

• Attend and elevate customer relationships for Defined Benefit Trust, Public Funds, and 501(c)9 Trust
• Liaise with internal accounting and benefit payments area to optimize and execute client requested changes and address client inquires
• Contribute to client team customer review visits
• Apply promotional skill to cross-sell transition management, commission recapture and investment products
• Enhanced client satisfaction by effectively resolving issues, ensuring smooth transactions, and maintaining clear communication.