Felipe Quaassdorff, Cfa Email & Phone Number

Madison, Wi, Us

St 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.

Santiago, 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).

Santiago, 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.

Santiago, 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.

Santiago, Chile

Santiago Metropolitan Region, Chile

Internship in the Strategy Department. I provided support to the team by preparing reports on international macroeconomics and fixed income perspectives.

Master Of Business Administration - Mba, Finance And Entrepreneurship

Activities and Societies: McDonnell International Scholar Academy Fellowship Co-President Finance Club Co-President Latin American.

Business And Economics

Innovation Diploma, Innovation