NEW YORK — PortfolioShop today announced the appointment of Tim Walters as Business Development Manager. Tim brings a unique skill set to the firm, and will complement the team’s ongoing efforts to enhance the service provided to its clients.
Tim’s experience includes over 20 years in the capital markets, having worked previously with Merrill Lynch and Grace Financial Group, focused on fixed income and international equity operations, cash equity trading, prime brokerage customer service and sales and now shadow NAV and risk reporting. He has extensive knowledge of the introduced prime brokerage model and has worked with hedge funds and registered investment advisers for the past 15 years. Tim holds Series 7, 63, 24, 4, and 55 licenses.
PortfolioShop has a strong track record in the shadow accounting, performance measurement, client reporting and risk management arena. Tim’s role will be to engage with new and existing clients as the firm pushes forward in this growing area.
PortfolioShop is a leading Portfolio Management software provider, offering solutions for shadow accounting, performance measurement, client reporting and risk management. For more than 25 years, our platform has been relied upon by hundreds of world’s most sophisticated fund administrators and asset managers, as well as scores of prime brokers and trading technology vendors looking to augment their client offerings. With integration partnerships with dozens of major trading technology vendors, prime brokers, and custodians, PortfolioShop provides seamless, straight-through processing of your trading information, regardless of provider.