PFM Asset Management LLC
Eric Simpson is a Portfolio Analyst at PFM Asset Management LLC, overseeing a team of Asset Management Analysts for institutional clients in the Midwest and West regions since January 2023. Previously, Eric served as the Analyst Pool Team Lead at PFM from March 2008 to January 2023, managing a team that produced approximately 150 work products monthly and overseeing the generation of quarterly performance reports for over 200 fixed income portfolios. Eric has extensive experience in client service, project management, and investment analysis, along with expertise in training analysts and participating in client due diligence meetings. Prior freelance work as an Excel Model Developer on Upwork from 2016 to 2020 highlighted Eric's skills in customized reporting and model development, achieving a 100% job success rating. Eric holds a Bachelor of Science degree in Business Administration and Management from Johnson & Wales University.
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