Christopher Valois, Cfa Email & Phone Number

Boston, MA, US

Greater Boston Area

- Implement and manage of all aspects of SSGA’s annual execution of the Comprehensive Capital Analysis and Review (CCAR) submitted to the Federal Reserve Board (FRB) including development, implementation, and management of models and process review by State Street and various SSGA Governing Bodies- Work with a team of risk specialists to create, improve.

Greater Boston Area

- Create transaction cost analyses using Excel and VBA based models, and work with third-party TCA provider.- Create analytical reports for passive and active currency products using Excel and VBA based models.- Understand and maintain proprietary attribution and decomposition models in Excel.- Further automate and scale models in Excel and VBA whenever.

Greater Boston Area

- Work closely with Account Management, Clients, and Technology, to provide oversight and support for client reporting projects across a number of reporting platforms.- Act as a business resource to devise reporting solutions using various applications, including IBM~Cognos and my.statestreet.com, to increase efficiencies in the delivery of reporting and.

Cambridge, Massachusetts

- Support various undergradute and graduate courses within the Finance and Economics department- Courses include: Advanced Corporate Finance – Case Studies, Principals of Finance, & Managerial Finance- Develop and hold multiple weekly Review Sections consisting of 1-2 hour lectures focusing on more difficult course material and developing problem solving.

- Conduct and lecture junior and senior level undergraduate finance course of approximately 30 students- Designed curriculum, course outline, and examinations to meet university requirements- Hold weekly office hours to support students on a one-on-one basis- Encourage participation and attendance as well as motivate students to learn effectively

Greater Boston Area

• Compile, analyze, and interpret information related to complex system processing
• Identify and understand relationships among problems, issues and data.
• Conduct more thorough analysis when problem areas are discovered
• Interpret and clearly communicate information verbally and in written format.
• Provide production support and issue resolution as needed
• Perform Quality Assurance (QA) testing as needed

Greater Boston Area

- Calculate and deliver timely performance returns and fixed income characteristic data to institutional clients and ETFs- Develop, implement, and update controls to identify and isolate current exceptions as well as prevent future exceptions- Research and resolve any reconciliation exceptions utilizing performance and accounting platforms as well as.

- Conducted research for negative information and perform due diligence on current and potential clients- Researched and resolved discrepancies relating to current clients with potential risks posed to Citi Private Bank- Directly supported the Private Banking Team in Mexico with the Annual Review process including monitoring relationship status and due.

Describe your position

Cfa Charterholder

Activities and Societies: Boston Security Analyst Society

Master Of Science, Finance

Activities and Societies: Beta Alpha Psi - Finance and Accounting Honors Society Graduate Finance Association

Bachelor'S, Finance

Activities and Societies: Financial Management Association Financial Engineering Club Chi Phi Fraternity