Felipe Quaassdorff, Cfa Email and Phone Number
MBA candidate with +7 years of financial analysis and investment portfolio management experience. My leadership and teamwork skills have allowed me to create productive collaborations and impactful financial solutions. Passionate about continuous learning and eager to embrace new challenges.
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Client Portfolio StrategistTerrace WealthMadison, Wi, Us -
Fp&A InternColibri Group Jun 2024 - Aug 2024St Louis, Missouri, United States• Created an Excel dashboard to analyze Colibri's marketing metrics across various brands and businesses. Leveraged advanced visualizations to identify key performance trends and inform monthly performance reviews.• Supported the FP&A team in the 2024 H2 forecasting and 2025 budgeting processes. Developed and maintained standardized templates for use by all team members. -
Investment Portfolio ManagerInversiones Security Sep 2018 - Oct 2022Santiago, Chile• Managed $400M in fixed income assets for over 50 clients with varying profiles, benchmarks, and restrictions, conducting in-depth assessments of corporate spreads, yield curves, inflation, credit risk, and industry trends.• Outperformed benchmarks and competitors in 2021-2022 by reshaping investment strategies for volatile markets, increasing liquid assets by 25% and maintaining a 50% yearly portfolio rotation.• Conducted monthly presentations to institutional and high-net-worth clients, and bi-monthly sessions with wealth advisors, effectively communicating market outlooks and portfolio updates.• Developed and led a local equity portfolio for high-net-worth clients, delivering a consistent net alpha of 0.7% annually since 2019, while maintaining low tracking error relative to benchmarks (SP-IPSA). -
Strategy And Risk AnalystCelulosa Arauco Apr 2017 - Aug 2018Santiago, Chile• Proposed a forest asset sale with potential to significantly improve ROIC and EVA, supported by comprehensive financial analysis and synergy evaluation.• Provided long-term planning support and credit agency assessments through WACC estimates and 5-year P&L projections, ensuring accurate financial forecasting.• Unified property policies across Arauco’s operations in Chile, Argentina, Brazil, Mexico, US, Canada, and Europe, updating plant valuations and streamlining procedures, reducing insurance premiums by over 15%.• Supported the restructuring of forestry policies following Chile's worst forest fire, enhancing settlement methods and improving insurance coverage for future incidents.• Strengthened risk management by leading research and workshops, improving the identification, mitigation, and decision-making processes for critical risks like cybersecurity, forest fires, and climate change. -
Equity Research AnalystBanchile Inversiones - Citi Aug 2015 - Mar 2017Santiago, Santiago Metropolitan Region, Chile• Covered nine Chilean stocks across Utilities, Pulp and Paper, and Commodities, delivering timely market insights through weekly and monthly reports and continuously updating financial models to support informed investment decisions.• Conducted thorough analyses of historical data, operational activities, and industry developments, producing in-depth reports and presenting investment theses to institutional clients and the sales division. -
Teaching Assistant Finance I And Accounting IiUniversidad De Chile Jul 2014 - Nov 2014Santiago, Chile -
InternshipLarrainvial Jun 2013 - Jul 2013Santiago Metropolitan Region, ChileInternship in the Strategy Department. I provided support to the team by preparing reports on international macroeconomics and fixed income perspectives.
Felipe Quaassdorff, Cfa Education Details
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Finance And Entrepreneurship -
Business And Economics -
Innovation
Frequently Asked Questions about Felipe Quaassdorff, Cfa
What company does Felipe Quaassdorff, Cfa work for?
Felipe Quaassdorff, Cfa works for Terrace Wealth
What is Felipe Quaassdorff, Cfa's role at the current company?
Felipe Quaassdorff, Cfa's current role is Client Portfolio Strategist.
What schools did Felipe Quaassdorff, Cfa attend?
Felipe Quaassdorff, Cfa attended Washington University In St. Louis, Universidad De Chile, Universidad Católica De Chile.
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