Christopher Bartley work email
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Christopher Bartley personal email
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
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Investment Management AnalystMercer Jan 2021 - Dec 2022Richmond, 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. -
Direct Bill Staff AccountantUsi Insurance Services Nov 2018 - Dec 2020Virginia 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. -
AgentNew York Life Insurance Company Apr 2017 - Nov 2018Norfolk, 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. -
Investment Analyst- Student Managed Investment FundOld Dominion University Aug 2015 - Dec 2015Norfolk, 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
Christopher Bartley Skills
Christopher Bartley Education Details
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3.45 -
Business, Finance
Frequently Asked Questions about Christopher Bartley
What is Christopher Bartley's role at the current company?
Christopher Bartley's current role is Investment Management Analyst at Mercer | MBA Graduate.
What is Christopher Bartley's email address?
Christopher Bartley's email address is ch****@****cer.com
What schools did Christopher Bartley attend?
Christopher Bartley attended William & Mary, Old Dominion University.
What skills is Christopher Bartley known for?
Christopher Bartley has skills like Accounting, Spreadsheets, Communication, Finance, Strategic Planning, Income Protection, Pivot Tables, Asset Protection, Vlookup, Financial Accounting, Microsoft Office, Microsoft Excel.
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Christopher Bartley
I Craft Compelling User Experiences And Brand Strategies That Enhance Engagement, Drive Growth, And Amplify Narratives.Miami, Fl -
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