Christian Mathis, Cfa work email
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Christian Mathis, Cfa personal email
Christian Mathis, Cfa is a Partner at Santro Invest AG. He possess expertise in project management, change management, financial analysis, financial reporting, business analysis and 31 more skills.
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PartnerSantro Invest AgZürich, Zh, Ch
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Founder, CeoMathis Invest Dec 2021 - PresentSwitzerlandIch unterstütze Pensionskassen, Stiftungen und Family Offices mit meiner Expertise in Asset-/Liability Studien (ALM), Führungs- und Anlageorganisation, Vermögensverwaltung, Manager-Evaluation und Zweitmeinungen und Rebalancing-Massnahmen. Meine Kunden schätzen unsere Stufengerechte Kommunikation der Resultate in verschiedenen Gremien (z.B. Stiftungsrat, Geschäftsführung, Asset-Management und Behörden). Ich freue mich Sie ergebnisorientiert zu unterstützen.
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Board MemberSchweizerische Rentnerstiftung Dec 2021 - PresentGreater Zurich AreaStimulieren der strategischen Entwicklung der Stiftung. Präsidieren der Anlagekommission, Gestalten und Umsetzen einer effizienten Anlageorganisation und Etablieren einer risikokontrollierten Anlagephilosophie. Vorausschauende Durationssteuerung und risikokontrollierte Asset Allokation
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Partner, CeoSantro Invest Ag Oct 2021 - Jun 2024Greater Zurich AreaFühren von Multi-Asset Mandaten für Pensionskassen, welche den Aktien- und Obligationenteil mit Direktanlagen umsetzen. Steuern der individuellen Risikobudgets. Verhandeln von Leistungen und Konditionen mit neuen strategischen Partnern. Entwickeln neuer Dienstleistungen (z.B. Asset Liability Management Studien, Strategieberatung oder ESG-Workshops). Durchführen von Managerselektionen im Bereich Immobilien, Infrastruktur, Private Debt und Rohstoffe. Schärfen der ESG-konformen Umsetzung der Mandate inklusive dem Aufbereiten von Stimmrechtsausübungsempfehlungen.
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Senior Investment-Consultant/ControllerComplementa Ag Jul 2017 - Sep 2021Zürich Und Umgebung, SchweizDurchführen von ALM-Studien und Definieren von Multi-Asset-Anlagestrategien für institutionelle Anleger. Leiten des Kompetenzzentrums Privatmarktanleihen. Durchführen von Manager Searches, Due-Diligence der Anbieter und deren Investmentstrategien sowie Moderieren der Beauty Contests. Entwickeln und Aufzeigen von Anlageideen für institutionelle Kunden. Beaufsichtigen der Portfolios von 10 Pensionskassen im Wert von > CHF 20 Mrd., einschliesslich Managen der Risiken, Rebalancing, Überwachen der Compliance, Kontrollieren der Vermögensverwaltung, Durchführen von Performance Reviews. -
Head Investment Reporting AdvisoryCredit Suisse Sep 2012 - Jun 2017Zürich Area, SwitzerlandI was responsible for the client reporting and gave advice on all matters of performance measurement, attribution and appraisal. Additionally, I presented the client reporting in sales pitches and am led a team with 10 members. -
Product Control ManagerRbc Dec 2011 - Jul 2012Sydney, AustraliaI built up a performing team and provided sufficient support and advice to enable the team members to solve complex, demanding and diversified issues in a self-contained and competent manner. -
Business ConsultantBearingpoint Sep 2010 - Aug 2011Zürich Area, SwitzerlandI supported companies in identifying gaps between existing processes and new software and enabled the implementation. -
Treasury Product Controller (Assistant Vice President)Credit Suisse Oct 2005 - Apr 2010Zürich Area, SwitzerlandI was responsible for delivering reports across the global treasury department and for further developing and enhancing existing processes. Furthermore, I prepared the fixed income reporting pack, enhanced the OTC derivatives price testing, and implemented two operational risk projects.
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Career Starter At The Operations DivisionCredit Suisse Oct 2004 - Sep 2005Zürich Area, SwitzerlandI gained an overview of the division and performed typical tasks of the reconciliation, corporate actions, and position-keeping departments.
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AssistantBerner Fachhochschule Feb 2003 - Aug 2004Bern Area, SwitzerlandI supported the introduction of SharePoint at the University of Applied Sciences and was responsible for user support.
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Relief Staff In Retail BankingCredit Suisse Nov 2001 - Oct 2002Bern Area, SwitzerlandDuring the first year of my studies, I serviced clients at the teller on an irregular basis.
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Trainee In Retail BankingCredit Suisse Nov 2000 - Oct 2001Bern Area, SwitzerlandI got a good overview of a typical retail bank and serviced clients at the teller. I also supported advisory teams in their daily business.
Christian Mathis, Cfa Skills
Christian Mathis, Cfa Education Details
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Cfa Institute, Charlottesville, Usa -
School Of Business And Administration Berne (Hsw Berne)Bachelor Of Business Administration
Frequently Asked Questions about Christian Mathis, Cfa
What company does Christian Mathis, Cfa work for?
Christian Mathis, Cfa works for Santro Invest Ag
What is Christian Mathis, Cfa's role at the current company?
Christian Mathis, Cfa's current role is Partner.
What is Christian Mathis, Cfa's email address?
Christian Mathis, Cfa's email address is cm****@****vest.ch
What schools did Christian Mathis, Cfa attend?
Christian Mathis, Cfa attended Cfa Institute, Charlottesville, Usa, School Of Business And Administration Berne (Hsw Berne).
What skills is Christian Mathis, Cfa known for?
Christian Mathis, Cfa has skills like Project Management, Change Management, Financial Analysis, Financial Reporting, Business Analysis, Controlling Budgets, Team Management, Bloomberg Terminal, Ms Office Suite, Peoplesoft, Finacle, Thomson Reuters.
Who are Christian Mathis, Cfa's colleagues?
Christian Mathis, Cfa's colleagues are Patrick Huber, Brahim Ameziane, Ahmed Ben Abd Slam.
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