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Christopher Bartley is listed as Investment Management Analyst at Mercer | MBA Graduate based in Virginia Beach, Virginia, United States. AeroLeads shows a work email signal at mercer.com and a matched LinkedIn profile for Christopher Bartley.
Christopher Bartley previously worked as Investment Management Analyst at Mercer and Direct Bill Staff Accountant at Usi Insurance Services. Christopher Bartley holds Master Of Business Administration - Mba, Finance And Financial Management Services, 3.45 from William & Mary.
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Financial professional | Investment Analyst | Specializing in financial management and analysis, with a history of assisting the management of client accounts for various investments within the U.S., Europe, and Asian markets. I'm known for being a hard worker and strive to lead by example with an attention to detail. I enjoy growing professional relationships while continuing my personal development.Key skills: Finance/ budget analytics, experience in excel: pivot tables, v-lookups, and financial analytics, global client experience, risk management assessment, proactive and self-directive, detail oriented
Listed skills include Accounting, Spreadsheets, Communication, Finance, and 17 others.
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Richmond, Virginia, United States
•Analyze financial statements prepared by fund managers, which includes the compilation of fund and underlying portfolio company performance for performance tracking for clients within the U.S., Europe, Middle East and Asian markets.•Prepare quantitative and qualitative data for private equity, real estate, and infrastructure investor presentations.•Provide analytical support on investment due diligence and other special projects.
Virginia Beach, Virginia, United States
• Proactively review and reconcile company statements for customer accounts, bank accounts, and aged accounts, partnering with customer service representatives on funding issues and any noted discrepancies. Process journal entries as required in Sagitta. Used to move money out of the suspense account to revenue/fee accounts or to other suspense accounts.• Post agents and clients cash receipts and return payments, downloading scanned images from the bank and entering hundreds of client statements into the operating system daily, process payments in the direct dill G/L accounts. Involves pulling the GL report for the suspense account.• Compute updated account reports, ensure payments are posted to the correct invoices and notify team members if any discrepancies. Contribute to month-end accrual reports in Excel, account reconciliation, and activity analysis.
Norfolk, Virginia Area
• Develop customized financial programs, forecast retirement plans using financial modeling based on gathered data, constructed proposals for municipalities, businesses, and individuals to fit their financial goals, constructed budgets to fit goals, analyzed complex financial data to deliver recommendations to clients.• Managed all phases of the day to day business cycle from gathering new clients to closing and filing of administrative work and accounting details. • Oversaw multiple projects, designed concise presentations, generated complex spreadsheets, follow-up support servicing of clients.
Norfolk, Virginia Area
• Analyzed the performance of stocks inside the portfolio• Preform weekly stock analysis on a list of stocks from various industry sectors• Presented weekly findings and gave recommendations to buy, hold, or sell based on the current state of the market, the proposed stock and the portfolio.• Tasked with out preforming the S & P
Relevant course work: Financial Accounting, Finance, Quantitative Methods, Managerial Economics, Modeling and Simulation, Lean concepts.
•Relevant Course Work: Information Technology (systems), Computer Science C++, Accounting, Financial management, Financial Decision.
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Christopher Bartley is listed as Investment Management Analyst at Mercer | MBA Graduate.
AeroLeads has found 1 work email signal at @mercer.com for Christopher Bartley.
Christopher Bartley is based in Virginia Beach, Virginia, United States.
Christopher Bartley has worked for Mercer, Usi Insurance Services, New York Life Insurance Company, and Old Dominion University.
You can use AeroLeads to view verified contact signals for Christopher Bartley, including work email, phone, and LinkedIn data when available.
Christopher Bartley holds Master Of Business Administration - Mba, Finance And Financial Management Services, 3.45 from William & Mary.
Christopher Bartley is listed with skills including Accounting, Spreadsheets, Communication, Finance, Strategic Planning, Income Protection, Pivot Tables, and Asset Protection.
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