Eric Koehler Email & Phone Number
Client Reporting Operations Manager @ Cambridge Associates
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Eric Koehler Location
- Boston, MA, US
Eric Koehler Work
- 2025 - now Client Reporting Operations Manager @
- 2020 - 2024 Vice President, Consultant Reporting and RFPs @
- 2016 - 2020 Assistant Vice President, Investment Reporting Manager @
- 2008 - 2016 Assistant Vice President and Marketing Analyst @
- 2006 - 2007 Marketing Assistant @
Eric Koehler Education
- University of Massachusetts Dartmouth
Bachelor of Science (Business/Marketing)
Eric Koehler Skills
- RFP's
- RFI's
- Consultant Relations
- Client Reporting
- Consultant Databases
- Mutual Funds
- Morningstar Direct
- Equities
- Investments
- Bloomberg
- Fixed Income
- Databases
- Project Coordination
- Microsoft Office
- Qvidian
- GIPS Compliance
- Mercer Insight MPA
- Evestment
- Financial Analysis
- Microsoft Excel
- Financial Modeling
- Accounting
- Outlook
- Leadership
- Adobe Acrobat
- Financial Reporting
- Access
- Bloomberg Terminal
- Fact Sheets
- Reporting
- Project Management
- Strategic Planning
- Product Marketing
- Marketing
- Marketing Strategy
- Business Planning
- Management
- Problem Solving
- Data Analysis
- Organization Skills
- Puzzles
- Regulatory Compliance
- Questionnaires
Eric Koehler Summary
- Eric Koehler, based in Boston, MA, US, is currently a Client Reporting Operations Manager at Cambridge Associates. Eric Koehler brings experience from previous roles at Wellington Management. Eric Koehler holds a Bachelor of Science in Business/Marketing @ University of Massachusetts Dartmouth. With a robust skill set that includes RFP's, RFI's, Consultant Relations, Client Reporting, Consultant Databases and more. Eric Koehler has 2 emails and 2 mobile phone numbers on RocketReach.
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