Alistair Bates, CFA

Experience

• 

  Coldwell Banker Residential Brokerage

  Jun 2005 - Sept 2005

  Real Estate Professional Assistant

  Managed marketing duties and client relationships for a top real estate professional in the fast moving Silicon Valley real estate marketContributed to agent's production increasing by 50% year over year with marketing push and establishing procedures to reduce workloadCreated database of over 500 clients and potential clients in excel to allow agent to access client data quickly

• 

  SinoPac Solutions and Services Ltd

  Jun 2006 - Sept 2006

  Investor Relations Intern

  Maintained relations with institutional investors regarding their interests and concerns about SinoPac Financial and its various subsidiariesLeveraged Chinese language skills to facilitate requests from investors both in Taiwan and abroadPerformed equity research on SinoPac's regional competitors using Bloomberg and internet databases

• 

  Allianz Global Investors

  Jun 2007 - now

  Lead Portfolio Manager for Unit-Linked Strategies at Allianz Global Investors o Co-Lead Portfolio Manager for Allianz Global Investors Target-Date funds as well as advisory services for several pensions accountso Member of the global multi-asset equity committeeo Client-facing responsibilities - Analyst for US Multi-Asset team which manages over $6 billion in assets- Performance analysis and risk monitoring for the US Multi-Asset portfolios under the AllianzGI umbrella- Manage data required for performance and risk analysis using both licensed and proprietary databases - Performance and risk analysis as well as due diligence on underlying fund managers for the Allianz Global Investors Retirement Target-Date, Target-Risk, and 529 fund of funds products. - Part of tight-knit portfolio management team, advising and investing ~$2 billion in assets.- Dual-role providing operational support to the AGI Retirement funds. Provided operational support for mutual funds which operated in the complex space of derivative products, including futures, swaps, and options. Built a solid foundation of knowledge in investment management while providing middle office operations support for products utilizing alternative assets including swaps, futures, and other derivatives.

  • Vice President, Multi Asset Portfolio Manager

    Apr 2018 - now

  • AVP, Multi Asset Portfolio Manager

    Jan 2015 - Mar 2018

  • Multi Asset - Analyst

    Jan 2014 - Dec 2014

  • Multi Asset - Portfolio Analyst

    Jun 2011 - Dec 2013

  • Specialist I - Investment Operations

    Jan 2009 - Jun 2011

  • Generalist I - Investment Operations

    Jun 2007 - Jan 2009