Chris Kaufmann Email and Phone Number
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Experienced Portfolio Accounting Associate with a demonstrated history of working in the investment management industry. Skilled in Microsoft Word, Sales, Market Research, Management, and Mutual Funds. Strong finance professional with a Bachelor of Arts (B.A.) focused in Business/Managerial Economics from University of California, Irvine.
Capital Group
View- Website:
- fpcgllc.com
- Employees:
- 20
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Manager - Fixed Income Portfolio Analyst GroupCapital GroupIrvine, Ca, Us -
Senior Fixed Income Portfolio AnalystCapital Group Jan 2023 - Present -
Fixed Income Portfolio AnalystCapital Group Feb 2021 - Present -
Core Operations AnalystCapital Group Apr 2019 - Feb 2021 -
Senior Associate - Global Portfolio AccountingCapital Group | American Funds Jul 2016 - Apr 2019Irvine, California -
Student Managed Investment Fund.Uc Irvine Oct 2014 - Jun 2016Irvine California• Implement an enhanced indexation strategy and a top-down approach with the objective to optimizerisk-adjusted return• Perform valuation analysis via discounted cash flow analysis, public company comparables,precedent transactions, and industry research• Serve as the head of the fixed income team with $11K of assets under management within thestudent investment fund.• Placed 2nd at the annual CFAOC portfolio management Request for Proposal competition. -
Investment Analyst InternCanterbury Consulting Jun 2015 - Sep 2015Newport Beach• Work with a ten member analytics team on the development of client deliverables such as reports,asset allocation studies, investment manager searches, investment implementation, and portfolioanalyses for over $13.2 billion in total assets.• Assisted senior analysts as the primary contact for clients by answering ad-hoc requests, reviewingportfolios, and coordinating trading/money movement process.• Conducted asset allocation studies including portfolio stress testing and hypothetical portfolio build-outs.• Assisted in sourcing and conducting due diligence on money managers of various investmentvehicles including commingled funds, hedge funds, and private equity. -
Crew MemberBlaze Pizza, Llc Aug 2012 - Jul 2014Irvine California• Responsible for leading a team of 15 employees, including the training and onboarding process -
Intern Team LeaderNanoogo Dec 2012 - Jun 2013Irvine California• Worked directly for the Director of Marketing and Sales of a proprietary software company focused on providing solutions for K-5 educators.• Involved in strategy meetings and meetings with potential clients of the firm to explain the Company’s web-based application• Contributed to idea generation of the Company’s potential growth via ideas such as unique advertising campaigns and strategic sourcing of clients• Responsible for preparing updated market analysis, investment analysis and industry research that was distributed to clients• Increased the potential client list by over 190%, resulting in 3x the user generation in just 10 months
Chris Kaufmann Skills
Chris Kaufmann Education Details
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Business Administration And Business Economics
Frequently Asked Questions about Chris Kaufmann
What company does Chris Kaufmann work for?
Chris Kaufmann works for Capital Group
What is Chris Kaufmann's role at the current company?
Chris Kaufmann's current role is Manager - Fixed Income Portfolio Analyst Group.
What is Chris Kaufmann's email address?
Chris Kaufmann's email address is cp****@****uci.edu
What is Chris Kaufmann's direct phone number?
Chris Kaufmann's direct phone number is +194942*****
What schools did Chris Kaufmann attend?
Chris Kaufmann attended Uc Irvine, Irvine Valley College.
What are some of Chris Kaufmann's interests?
Chris Kaufmann has interest in Poverty Alleviation, Economic Empowerment.
What skills is Chris Kaufmann known for?
Chris Kaufmann has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, Marketing, Public Speaking, Leadership, Time Management, Market Research.
Who are Chris Kaufmann's colleagues?
Chris Kaufmann's colleagues are Christina Perez, Peter Brown, Alexa Kim, R. Michael Clurman, Jr., Zaab Sethna, Carmen Andrin, Rory Searing.
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