Upwork home
Sign up
Secondary
Christopher K. Status: Offline
Robbinsville, United States
100% Job Success
Top Rated

CFA | Investment Consultant | Modeling Expert | Excel/VBA Wizard

Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
Work history
Christopher K. has more jobs. Create an account to review them
Skills

Skills

  • Financial Analysis
  • Microsoft Excel
  • Financial Modeling
  • Portfolio Management
  • Chartered Financial Analyst
  • Investment Strategy
  • Investment Research
  • Visual Basic for Applications

Browse similar freelancers