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Christian B.

Christian b.

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location of Christian B.Zurich, Zurich, Switzerland
Phone number of Christian B.View Mobile No.
Followers of Christian B.366 followers

  • Timeline

  • About me

    Client Service Professional

  • Education

    • Università di roma tor vergata

      -
      Bachelor of science - bs finance & banking

      Erasmus Exchange Semester

    • Hslu hochschule luzern

      -
      Master of science - ms banking & finance

    • Hochschule für wirtschaft und umwelt nürtingen-geislingen (hfwu)

      -
      Bachelor of science - bs betriebswirtschaftlehre

      Activities and Societies: Effekten Parket e.V. Infoportal

  • Experience

    • Lbbw

      Sept 2017 - Feb 2018
      Wealth management intern

      Stiftungsmanagement

    • Ey

      Jan 2018 - Sept 2018
      Werkstudent international tax services

    • Ppcmetrics ag

      Jan 2021 - Jun 2023

      • Investment controlling and financial reporting for institutional clients (pension funds), developing reporting standards (data processing methods, report content, etc.);• Assessment of performance, performance attribution, financial ratios and risk indicators;• ALM optimization and strategic asset allocation recommendations;• Client portfolio optimization with respect to investment vehicles, styles and total costs;• Managing investments (coordinating transactions, mandate transfers, etc.);• Manager searches (RFPs, selection reports, recommendations);• Financial research fulfilling specific client mandates. Weniger anzeigen

      • Investment Consultant

        Nov 2022 - Jun 2023

      • Associate Investment Consultant

        Jan 2021 - Nov 2022

    • Ubs

      Jun 2023 - now
      Client service professional

  • Licenses & Certifications