8 billion in assets under management as of June 30, 2017.

Banking

Western Asset

Western Asset's headquarters in Pasadena, CA, United States

Bonnie Wongtrakool

Robert Allen

Robert W. Lehman

Courtney Hoffmann

Ahmet Kocagil

Rob Sibbrel

Rachelle C.

Dan Giddings

James William Hirschmann III

M. Christian Mitchell

Edward D. Fox Jr.

The Data and Analytics team at Western Asset is responsible for leveraging data-driven insights to support investment decision-making and performance measurement. They utilize advanced analytics, artificial intelligence, and machine learning techniques to enhance portfolio management, regulatory reporting, and operational efficiency, ensuring the firm can effectively manage its $8 billion in assets. This multidisciplinary team collaborates across various functions to transform data into actionable strategies that drive business growth and improve client service.

Data and Analytics

This department oversees the management and administration of investment portfolios, ensuring optimal asset allocation and performance.

Portfolio Management

The Client Services and Support team at Western Asset is dedicated to enhancing client relationships and ensuring exceptional service delivery. They manage inquiries, provide support for investment products, and collaborate across departments to streamline communication and drive client satisfaction. With a focus on data analysis and strategic insights, the team also plays a vital role in understanding client needs and enhancing overall business operations.

Client Services and Support

The Investment Analysis and Research team at Western Asset is dedicated to evaluating and optimizing investment strategies across various asset classes, including fixed income, credit, and real estate. This team conducts in-depth financial analyses, monitors portfolio performance, ensures compliance with regulatory standards, and utilizes quantitative models to manage risk. By leveraging diverse expertise, the team aims to enhance investment decision-making and maximize returns for their $8 billion in assets under management.

Investment Analysis and Research

The Technology Infrastructure team at Western Asset is responsible for managing and enhancing the company's IT systems and services to ensure seamless operations. This includes overseeing end-user support, maintaining data security, managing vendor relations, and optimizing overall IT infrastructure. The team collaborates on technical projects, enhances system performance, and implements security protocols to safeguard assets under management.

Technology Infrastructure

The Compliance and Regulatory Affairs team at Western Asset ensures that the company adheres to all relevant laws and regulations governing the investment management industry. They develop and implement compliance policies, conduct risk assessments, and oversee regulatory reporting to protect the firm's interests and uphold its reputation. Additionally, they provide guidance on legal matters and maintain effective communication with regulatory bodies to facilitate transparent operations.

Western Asset

Org chart

Board & advisors

Teams

Data and Analytics

Portfolio Management

Client Services and Support

Investment Analysis and Research

Technology Infrastructure

Compliance and Regulatory Affairs

Offices

Western Asset

Org chart

Board & advisors

Teams

Data and Analytics

Portfolio Management

Client Services and Support

Investment Analysis and Research

Technology Infrastructure

Compliance and Regulatory Affairs

Offices

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