Open to opportunities

Erin Tillman

@erintillman

I manage multi-billion-dollar investment portfolios, trading operations, and data-driven transformation initiatives.

At T. Rowe Price, I manage financial performance and investment strategy for $32B across multiple portfolios. I lead high-visibility transformation initiatives, develop KPI frameworks, and partner with Technology and Trading on system implementation.

I've also traded domestic and international equities, supported IPOs and secondary offerings, and managed equity allocations. Previously at Morgan Stanley, I led equity derivatives operations teams, strengthened regulatory compliance, and supported global process and IT improvements.

Experience

Work history, roles, and key accomplishments

Junior Trader

T. Rowe Price

Feb 2023 - Oct 2024 (1 year 8 months)

Traded domestic and international equity securities via high and low touch trading avenues. Assisted Equity Capital Markets with IPOs and secondary offerings, and managed firm equity allocation.

Equity Trading IPO Secondary Offerings Equity Capital Markets Stakeholder Management Communication Skills Market Analysis

Lead Portfolio Investment Analyst

T. Rowe Price

Mar 2022 - Feb 2023 (11 months)

Managed financial performance and investment strategy for a combined $32B across multiple portfolios. Led transformation initiatives and the financial workstream for the launch of TRPIM.

Financial Analysis Investment Strategy Portfolio Management Leadership Cross Functional Collaboration Data Driven Insights KPI Frameworks System Implementation

Senior Portfolio Investment Analyst

T. Rowe Price

Mar 2020 - Mar 2022 (2 years)

Collaborated with management on day-to-day modeling of small and mid-cap strategies. Coordinated with analysts, portfolio managers, traders, compliance, and legal on portfolio security transactions.

Portfolio Optimization Trade Allocation Cash Flow Management Portfolio Analytics Trade Life Cycle Training Collaboration

Equity Derivatives Trade Support Director

Morgan Stanley

Jan 2020 - Mar 2020 (2 months)

Managed a team of 3 analysts and associate representatives as an Operational Risk Manager with Front Offices. Drove regulatory compliance by market for operations.

Operational Risk Management Team Management Regulatory Compliance Front Office Collaboration Operations

Equity Derivatives Cash Settlements Director

Morgan Stanley

Jan 2019 - Dec 2019 (11 months)

Managed a team of 5 analysts and associate representatives overseeing over 1,000 clients in cash settlements. Spearheaded enterprise-level transformation by implementing global IT enhancements for onboarding.

Cash and Settlement Team Management Training Process Improvement IT Platform Enhancements Operational Efficiency Resource Allocation

Equity Derivatives Cash Settlements Associate

Morgan Stanley

Jul 2016 - Dec 2018 (2 years 5 months)

Communicated daily with institutional clients trading equity swaps to settle and reconcile trade allocations and cash flows. Investigated and resolved cash and trade fails daily with regional trading and sales desks.

Swaps Trade Settlement Reconciliations Client Communication Problem Solving Training