Tim Rohkemper

Portfolio Construction Index Construction Smart Beta ETF Construction Portfolio Analytics Interact with Sales

Portfolio Construction Index Construction Smart Beta Construction Equities Portfolio Analytics Product Strategist Interact with Sales

HOLT helps investors gain insight into companies at every stage of their life cycle. The HOLT methodology, which is constantly evolving, goes beyond traditional accounting information to emphasise cash generating ability and overall potential for value creation. HOLT offers a thorough analysis of a company’s performance and provides an objective view of the company’s valuation. https://www.credit-suisse.com/investment_banking/holt/en/

Working with our clients I am liable for constructing & monitoring retirement portfolios. The portfolios allow the employee to invest her savings in diversified & daily monitored strategies. The managing aspect of my job consists of creating & following IPS, asset allocation, and investment selection activities. With an investment committee consisting of BlackRock, JPM, GMS, PIMCO and me, we discuss economic updates, and other topics that can impact our asset allocations.

Individual Wealth Management - Financial Planning / Insurance Planning / College Planning / Trust Planning. Institutional Clients - Defined Benefit Plan consultant / Defined Contribution plan consultant.

Intern - Financial Services / Financial Consultant. Assisting Financial Consultant - Defined Benefit / Defined Contribution retirement plans.

Tutor of inferential and descriptive statistics at the University of Muenster. Independently prepared lectures to deliver to up to 350 pupils - initiated calculation / instructions sessions

Asset Management / Investment Management / Advanced Financial Accounting / Global Macroeconomics / European Macroeconomics

Semester abroad: Strategic Management / Corporate Finance / Spanish

Corporate Finance / Accounting / Strategic Management / Statistics