Christopher Brugger, Cfa Email & Phone Number

United States

Greater Philadelphia

Greater Philadelphia

Greater Philadelphia Area

• Research and recommend alternative strategies for a $15 Billion multi-family office• Generate and maintain monthly exposure reports for ~$2 Billion in public equity funds• Collaborate with investment team in order to analyze and prepare necessary information for client and research presentations • Decide and communicate investment decisions to the investment committee and client portfolio managers• Engage and participate in over 100 hedge fund, private equity, and real estate manager meetings per year while providing unique investment insights communicated through written investment assessments and presentations• Attend industry conferences to stay abreast of developing trends and actively seek new managers and strategies• Investigate recent trends in data that may impact client portfolios and strategies

Conshohocken, Pa

• Generated and managed daily reports using Bloomberg to convey pertinent information of risk exposure and reward profile for managed funds• Collaborated with investment team in order to analyze and prepare necessary information for client and research presentations • Communicated with external fund managers to obtain the most up to date data on their funds for further analysis on exposure profile and overall strategy• Extracted financial and economic data from source materials pertinent to managers and market instruments• Maintained research databases using Excel and Zephyr for portfolio managers to ensure efficient and accurate valuation• Explored macroeconomic data in order to better understand financial trends seen throughout managed funds• Managed and updated a 14-million dollar bond portfolio by collecting data from Bloomberg in order to analyze convexity, maturity, and cash-flows

King Of Prussia, Pa

• Created and generated reports for external customers in order to provide in depth explanation of analysis• Assisted with analytical and process improvement projects including SAP implementation • Controlled budgeting and forecasting processes for external studies which were conveyed to project managers• Supported month-end activities, including journal entries, reconciliations and commentary

Cherry Hill, New Jersey

• Reconciled and analyzed inbound product and outbound sales in order to evaluate recent trends• Presented monthly findings to financial, transportation, production teams during monthly and quarterly meetings• Collaborated with finance logistics team in order to address system integration for increased efficiency• Constructed and maintained budget-model including writing and maintaining equations