Katie Koehler

Former Director of Relationship Management at Analytic Investors LLC

Katie Koehler

Katie Koehler

Former Director of Relationship Management at Analytic Investors LLC

Biography

Ms. Katie Koehler, CFA MBA, is a Director-Relationship Management at Analytic Investors LLC. Prior to joining Analytic Investors in 1999, she was with Wilshire Associates where she provided investment consulting services to corporate and endowment/foundation clients. She also previously worked at Ernst & Young, designing and developing computer systems in various industries including airlines and insurance.Ms. Koehler holds a B.S. in Computer Science from Duke University and an M.B.A. from the Anderson Graduate School of Management, University of California, Los Angeles. She is a Certified Financial Analyst.

Overview
RelSci Relationships

34

Number of Awards

1

Relationships
RelSci Relationships are individuals Katie Koehler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Director of Relationship Management at Analytic Investors LLC

Relationship likelihood: Average

Co-Head of Client Solutions & Analytics at Pacific Investment Management Co. LLC

Relationship likelihood: Average

Former Portfolio Manager at Analytic Investors LLC

Relationship likelihood: Average

Fund Advisor at SSgA Funds Management, Inc.

Relationship likelihood: Average

Chief Investment Officer & Portfolio Manager at Analytic Investors LLC

Relationship likelihood: Average

Chief Investment Officer & Portfolio Manager at Analytic Investors LLC

Relationship likelihood: Average

President & Portfolio Manager at Analytic Investors LLC

Relationship likelihood: Average

President at Ensign Peak Advisors, Inc.

Relationship likelihood: Weak

Former Director of Marketing & Client Services at Analytic Investors LLC

Relationship likelihood: Weak

Chief Compliance Officer at Analytic Investors LLC

Relationship likelihood: Weak

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Katie Koehler
Former Director of Relationship Management at Analytic Investors LLC
Education

University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.

B.S. in Computer Science

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

M.B.A.

Founded in the depth of the Great Depression, UCLA Anderson School of Management now ranks among the top-tier business schools in the world. An award-winning faculty renowned for research and teaching, highly selective admissions, successful alumni and world-class facilities combine to provide an extraordinary learning environment in the heart of Southern California.

Career History
Director of Relationship Management
1999 - Prior

Analytic Investors employs a quantitative investment approach through which investment recommendations are model-driven. The firm seeks to meet their clients' objectives through rational, systematic identification of market opportunities, while minimizing the impact of human emotions that often dominate investment decision-making. Analytic Investors' quantitative methods bring together the best attributes of individual security selection and unbiased portfolio modeling, yielding a management style that is both disciplined and responsive. In providing investment management services, the firm manages client assets which include long-only and long-short mandates. Analytic Investors offers Low Volatility, Benchmark-Oriented, and Options Programs. Their Benchmark-Oriented strategies include: US Core Equity, US Core Equity Plus, Global Core Equity Plus, US SMID 130/30 Equity, US Value Equity, US Enhanced Equity, and Japan Equity. Their Low Volatility Programs include US Low Volatility Equity, US Small Cap Low Volatility Equity, US All Cap Low Volatility Equity, Global Low Volatility Equity, Global Small Cap Low Volatility Equity, Global All Cap Low Volatility Equity, ACWI Low Volatility Equity,, and Emerging Markets Low Volatility Equity. The firm's Absolute Return Programs include US Market Neutral, Japanese Equity Market Neutral, and Global Long/Short.

Professional
Prior - 1998

Wilshire Associates offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base.

Professional
Prior

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations
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