Tim Phillips

Background

About Tim Phillips

Tim Phillips is a supervisor for Invesco's North American Corporate Actions Group. With experience in middle office and back office activities, he delivers a high level of analysis and information to portfolio managers to ensure they have the best information available when managing their accounts.Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.We are privileged to manage $1,195.2 billion in assets on behalf of clients worldwide (as of October 31, 2019 ). Working with internal groups at Invesco, as well as third party vendors, he is able to provide timely and accurate information for all interested parties. He has experience with projects to replace business systems as well as integrating new business from mergers and acquisitions. Before his time at Invesco, Tim was a Management Trainee and Logistics Analyst for Briggs Equipment. He coordinated the delivery and return of heavy equipment throughout the greater Houston area by utilizing internal drivers as well as contract drivers. He analyzed cost and productivity of internal and external drivers and used this information for decision making. In turn, he was able to help make the delivery department a profitable group for the business. He also worked with the developers of a new business system focusing on the rental and logistics portion of the business. He was also responsible for the creation of the training manuals as well as individual training for the roll out.Specialties: Leadership, Analysis, ERP, Supply Chain, Microsoft Dynamics AX, R Programming, Corporate Finance, Foreign and Domestic Equities, Fixed Income, Municipal Bonds, Corporate Bonds, Capital Raising, Corporate Actions, ETFs, Mutual Funds, Institutional Investments, Bloomberg, Investor Relations, SEC, Trade Settlements, Mergers, Acquisitions, Repurchase Offers, Exchange Offers, Calls, Defeasements, Rights, Warrants, Spin Offs, Dividends, DWAC, Logistics, Project Management, Reporting, Fund Accounting, Compliance, Fraud, Investigations, V-Look Up, Pivot Tables