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Chris Kiely, Caia, Cfa is listed as VP - Solutions Portfolio Manager @ Wellington | CFA, CAIA at Wellington Management, a with 3027 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com and a matched LinkedIn profile for Chris Kiely, Caia, Cfa.
Chris Kiely, Caia, Cfa previously worked as Solutions Portfolio Manager at Wellington Management and Equity Portfolio Analyst at Wellington Management. Chris Kiely, Caia, Cfa holds Bsba, Finance/Management/Economics from Northeastern University.
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As a Solutions Portfolio Manager at Wellington Management, I leverage my 10+ years of experience and my credentials as a CFA and CAIA to implement strategies across multiple asset classes for client portfolios. I work closely with Portfolio Managers and Industry Analysts to deliver customized solutions that meet the needs and objectives of our clients in the Equity Boutiques, Equity Research, and Alternatives platforms.I am passionate about finding creative and effective ways to mitigate risk and improve efficiency. I excel at cross-functional collaborations, problem-solving, and accuracy, and I enjoy learning from and sharing insights with my colleagues. My goal is to provide high-quality service for our clients and to contribute to the success and growth of Wellington Management.
Listed skills include Equities, Derivatives, Trading, Options, and 16 others.
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Boston, Massachusetts, United States
Work closely with Portfolio Managers and Industry Analysts to implement ideas into client portfoliosacross products in the Equity Boutiques, Equity Research, and Alternatives platforms.
Chris Kiely relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Chris know how he might be able to help you realize your vision for the future.
- Construct and compile control reports for senior management review specific to industry commitments to the Fed for OTC derivative trade matching and submission.- Responsible for maintenance and review of trading activity on various OTC derivative confirmation platforms [MarkItWire, MarkIt Trade Processing & DTCC Deriv/Serv].- Negotiate and work interactively with counterparts at sell side firms in an effort to clear breaks and resolve trade disputes.
- Provided support to the sales and trading desks to ensure clients received timely and accurate valuation statements for their OTC derivative positions.- Participated in a project to make the client valuation statement delivery process more efficient through automation. This project resulted in a savings of 250 work hours per month.- Made a presentation of the client valuations team’s core functionalities to the derivative operations team in an effort to build synergies and enhance communication between the two internal groups.
- Facilitated clients’ right to vote ADR/GDR shares at foreign shareholder meetings by liaising with various tabulation agents and foreign depositories.- Investigated exception reports related to client votable share amounts and Goldman Sachs’ votable share positions held at various depositories.- Monitored and worked to resolve potential overvote situations.- Scanned the DTCC Legal Notice System for notices that would be beneficial to clients.
- Performed operational functions related to OTC derivatives which include Interest Rate, Credit Default & Total Return swaps [FI, Equity & Commodity], options, forwards, and complex variations of these.- Responsible for collateral management related to OTC derivative activity. This included issuing and responding to margin calls, mediating collateral movements between banks, and resolving disputes.- Created and maintained a control report to monitor the Service Level Agreement between Wellington Management Company and its derivative outsource provider.- Responsible for the daily review, research, and resolution of reconciliation breaks between Wellington Management Company and its derivative outsource provider.
- Provided traders and analysts with current market data and research on a daily basis along with personal input on this information throughout the day.- Demonstrated communication skills and attention to detail when taking calls on the trading floor from brokers regarding transactions made by the traders.- Kept an up to date calendar of company earnings report release dates.- Learned investment strategies and theories from experienced portfolio managers and traders.
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
Lisa Green
Colleague at Wellington ManagementPeabody, Massachusetts, United States
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Mark Kreuzer
Colleague at Wellington ManagementWalpole, Massachusetts, United States
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Elizabeth Faherty
Colleague at Wellington ManagementNew York, United States
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Gian Giordano
Colleague at Wellington ManagementDedham, Massachusetts, United States
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Vipra Sharma
Colleague at Wellington ManagementLondon, England, United Kingdom
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Himanshu Shekhar
Colleague at Wellington ManagementMalden, Massachusetts, United States
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Anthony Vaccari
Colleague at Wellington ManagementBoston, Massachusetts, United States
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Veronica Haakonsen
Colleague at Wellington ManagementGreater Boston, United States
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Sadiq Ahmed
Colleague at Wellington ManagementUnited States
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Eunice Kuwornu
Colleague at Wellington ManagementZurich, Switzerland
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Quick answers generated from the profile data available on this page.
Chris Kiely, Caia, Cfa works for Wellington Management.
Chris Kiely, Caia, Cfa is listed as VP - Solutions Portfolio Manager @ Wellington | CFA, CAIA at Wellington Management.
AeroLeads has found 1 work email signal at @wellington.com for Chris Kiely, Caia, Cfa at Wellington Management.
Chris Kiely, Caia, Cfa is based in Boston, Massachusetts, United States while working with Wellington Management.
Chris Kiely, Caia, Cfa has worked for Wellington Management, Northwestern Mutual, Goldman Sachs, and Hellman, Jordan Management Company, Llc.
Chris Kiely, Caia, Cfa's colleagues at Wellington Management include Lisa Green, Mark Kreuzer, Elizabeth Faherty, Gian Giordano, and Vipra Sharma.
You can use AeroLeads to view verified contact signals for Chris Kiely, Caia, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.
Chris Kiely, Caia, Cfa holds Bsba, Finance/Management/Economics from Northeastern University.
Chris Kiely, Caia, Cfa is listed with skills including Equities, Derivatives, Trading, Options, Interest Rate Swaps, Finance, Investments, and Financial Analysis.
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