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Klaas Roberts, CFA

Klaas Roberts, CFA

Co-Founder/Director of Finance

Followers of Klaas Roberts, CFA1000 followers
location of Klaas Roberts, CFANew York, New York, United States

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  • Timeline

  • About me

    Vice President - Credit Business Development

  • Education

    • The Key School

      -

    • Columbia University in the City of New York

      2012 - 2016
      Economics Economics Class of 2016

      Activities and Societies: Sigma Phi Epsilon, Columbia Parliamentary Debate, Columbia Financial Investment Group

  • Experience

    • Teaching Peace Initiative

      Sept 2011 - now
      Co-Founder/Director of Finance

      One of five founders of an initiative aimed at teaching conflict resolution to 4th and 6th graders (www.teachingpeaceinitiative.com)Created and taught the curriculum on a bi-monthly basis Helped spread the organization regionally to schools in 25 states and 3 countriesOversees 501c3 development process, will serve as the CFO and TreasurerOversees TPI’s operational finances and assists in donor outreach where $11,000 was raised last summer

    • Wall Street Senior Project

      May 2012 - May 2012
      Intern

      Shadowed at JP Morgan, BNP Paribas, Decision Economics, Castle Oak Securities, Morgan Stanley, Cantor Fitzgerald, and Maryland Capital Advisors over a two-week period.Learned basic concepts of finance including capital structure, the characteristics of various financial instruments, and the subdivisions within investment banks

    • Howard University Hospital

      Jun 2013 - Aug 2013
      Finance and Marketing Intern

      Researched business plan for a pharmaceutical research centerHelped develop advertising conceptsAssisted with project management in a systems upgradeAttended meetings with UniversityDeans and other executive personnelGiven the “Intern Extraordinaire” award, for the significance of my contributions to the executive team

    • Bpeace (Business Council for Peace)

      Jan 2014 - Jun 2014
      Intern

    • Hudson Valley Property Group

      Jun 2014 - Aug 2014
      Origination Associate

    • BlackRock

      Jun 2015 - Aug 2015
      Summer Analyst - Institutional Client Businesses

    • BlackRock

      Aug 2016 - Jun 2024

      Product Specialist within BlackRock’s Fundamental Fixed Income Platform. Responsible for representing $100bn+ Leveraged Finance platform to institutional clients across the US and APAC.

      • Vice President - Leveraged Finance Product Strategy

        Jan 2022 - Jun 2024

      • Associate - Leveraged Finance Product Strategy

        Sept 2019 - Dec 2021

      • Associate - Defined Contribution National Accounts

        Aug 2016 - Aug 2019

    • New Mountain Capital

      Jul 2024 - now
      Vice President - Credit Business Development

  • Licenses & Certifications