Christopher Meyer Email & Phone Number

Chalfont, Pa, Us

Horsham, Pa

Responsible for investor and performance reporting for the funds and separate accounts offered to institutional investors and high net worth individuals with investments in the United States and Europe. Work with marketing personnel and investment strategy teams to deliver key metrics for presentations. Assist portfolio controllers and fund managers with performance return calculations and quarterly financial statements reporting.▪ Provide Collateral Surveillance of Company and Fund Investments which include commercial loans, CMBS, RMBS, and ABS products. Monitor and summarize CMBS bond-level cash flows; drilldown on interest shortfalls▪ Calculate Fund Performance Returns and Key Metrics in accordance with industry standards and investor specified financial performance reporting requirements▪ Review Trustee Remittance Report Calculations and compare to trust agreements and pooling and servicing agreements; research and assist in the resolution of any discrepancies ▪ Calculate Firm-Wide Assets Under Management (AUM) on a quarterly basis including ownership of the firm’s AUM database▪ Establish and Maintain Department Policies and Procedures to ensure fund performance return calculations are consistent with industry standards▪ Assist with Company Adherence to Applicable Regulatory Requirements under the Advisers Act and federal securities laws including drafting disclosure documentation

• Managed the Horsham based financial statements analysis team which included staff selection, training, and evaluation of employee performance• Established staff productivity goals to meet reporting requirements and deadlines• Critiqued work performed by staff to ensure adherence to quality standards• Prepared department policies and procedures and continuously evaluated global workflow processes to provide suggestions for improvement• Served as the primary interpreter of financial performance reporting requirements as indicated in the pooling and servicing agreements and loan covenants specific to financial performance (i.e.: trigger events)

• Assisted in the supervision and training of department financial statement analysts • Offered process and technical expertise to the development of internal information systems• Advised and reported financial performance trends to company management, rating agencies, trustees, and investors• Developed and administered the department internship program

• Performed financial analysis of commercial and multifamily properties, both domestic and international, to determine if the property had the financial ability to meet debt service requirements• Analyzed property rent rolls to determine the occupancy status and lease expirations of anchor and material tenants

• Responsible for the launch of a new office and directing the on-site daily operations of a state licensed and Medicare certified home care agency employing a per-diem field staff of 75+ medical professionals including home health aides, registered nurses, licensed practical nurses, medical social workers, occupational therapists, and physical therapists• Accountable for agency business development including face-to-face and group presentations to physicians and other medical professionals within the agency service area• Employed qualified personnel and ensured adequate staff education, orientation, and evaluation• Provided input to the development of the capital and operating budgets and controlled aspects of the financial operations

• Responsible for the day-to-day operations of a temporary staffing agency employing a per-diem field staff of 100+ medical professionals including nursing assistants, licensed practical nurses, and registered nurses• Created marketing plans, performed sales calls and medical personnel recruitment

Mba, Management

Bs, Marketing