Christopher Leff, Cfa Email & Phone Number

Frederick, Md

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A professional services firm specializing in business process engineering and technology implementations for financial institutions. Performed high quality service on client engagements focusing on the marriage of financial services and information technologyFannie Mae Washington DCPerformed UAT for Balance Sheet and Income Statement reporting application.Interfaced with development team to verify testing parameters.Created SQL scripts to validate test cases from data retrieval (source system) to end user reporting. Natixis Boston, MADeveloped efficient invoice reconciliation process to allow for real time evaluation of invoiced fee vs. contract calculated fee values. Engineered storage solution for invoiced values allowing for trend analysis, income projections and validation of contracted rates.Bank Of The West Walnut Creek, CABuilt automated GAAP impairment system, including impairment calculations and reporting on those calculations, to streamline process time from numerous weeks to multiple hours utilizing VBA within Microsoft Excel and Access.Designed and constructed Reporting Repository facilitating timesaving static report generation in addition to ad hoc reporting capabilities pulling data from numerous sources including; Bloomberg, Intex, Polypaths, and TPG.Provided both general and power user training documentation and courses for impairment and reporting repository.

Investment company dedicated to providing institutional style products to the retail investor. Rydex manages more than $12 billion in assets via more than 100 mutual funds and exchange traded products.Member of the Investment Management department for this $12 billion asset management organization. Financial services professional with strengths in portfolio management, quantitative systems support, risk awareness, dataintegrity and attribution/analytics.· Administered investments to obtain highest rate of return at lowest risk level consistent with objectives.· Managed multiple portfolios containing stocks, equity futures, currency futures and ETFs.· Worked closely with trade desk to implement portfolio strategies while attempting to maximize the impact on portfolio returns.· Observed performance of portfolios and deconstructed the risk/return characteristics of both intended and unintended bets.· Responsible for data integrity, providing technical resources for the portfolio department and investment management systems creation and support.· Managed department level software transition from FactSet to ClariFI, increasing internal controls over quantitative analysis process and providing customized solutions to non-traditional investment strategies.

Financial Planning/Insurance boutique providing investment and insurance solutions to the retail client.Investment Management professional for this $100 million insurance/investment management organization. •Managed Financial and Investment Analyst group within the Financial Planning Department to provide consistent advice across the firm’s client base.•Wrote excel based macros to generate company reports: consolidated data from various sources, synthesizing data using VBA based formulas, creating usable files to import into portfolio analysis software and formatting final product into a client friendly manner.

Financial Planning boutique providing investment and financial planning solutions to the retail client.Investment Management professional for this $1 billion financial planning and investment management organization. •Enhanced firm wide investment policy and procedures for $1 billion assets under management by initiating structured, automated analysis of external money managers coupled with disciplined reviews of client portfolios.•Created efficiencies in many processes including trading, billing, reconciliation and report generation through the use of VBA macros providing a conduit for data across numerous software platforms affecting various business entities within the company utilizing Mobius, Bloomberg, AXYS, Morningstar and Microsoft Office.

Investment Advisor for clients of this multi-billion dollar brokerage company.·Advised clients on a daily basis to establish investment plans suited to their individual objectives.·Conveyed comprehensive knowledge in complex portfolios, investment strategies, and a detailed understanding of multiple account relationships.

Ba, English

Mba, General

Education record