
christian mathis
investment-consultant and controller
switzerland
zurich
financial services
project management, change management, financial analysis, financial reporting, business analysis, controlling budgets, team management, bloomberg terminal, ms office suite, peoplesoft, finacle, thomson reuters, intellimatch, businessobjects, tcs bancs, sharepoint, infiniti, proof of concept, investments, banking, derivatives, fixed income, risk management, capital markets, finance, rfp, finanzberichterstattung, sale, finanzberatung, manager search and selection, financial markets, private equity, private debt, investment consulting, investment advisory, transition planning
Experience

head investment reporting advisory
credit suisse
I was responsible for the client reporting and gave advice on all matters of performance measurement, attribution and appraisal. Additionally, I presented the client reporting in sales pitches and am led a team with 10 members.

product control manager
rbc
I built up a performing team and provided sufficient support and advice to enable the team members to solve complex, demanding and diversified issues in a self-contained and competent manner.

business consultant
bearingpoint
I supported companies in identifying gaps between existing processes and new software and enabled the implementation.

treasury product controller
credit suisse
I was responsible for delivering reports across the global treasury department and for further developing and enhancing existing processes. Furthermore, I prepared the fixed income reporting pack, enhanced the OTC derivatives price testing, and implemented two operational risk projects.

career starter at the operations division
credit suisse
I gained an overview of the division and performed typical tasks of the reconciliation, corporate actions, and position-keeping departments.

assistant
bern university of applied sciences bfh
I supported the introduction of SharePoint at the University of Applied Sciences and was responsible for user support.

relief staff in retail banking
credit suisse
During the first year of my studies, I serviced clients at the teller on an irregular basis.

trainee in retail banking
credit suisse
I got a good overview of a typical retail bank and serviced clients at the teller. I also supported advisory teams in their daily business.

investment-consultant and controller
complementa investment-controlling ag
Education
cfa institute
school of business and administration berne (hsw berne)
banking
cfa institute, charlottesville, usa
finance
Passed all three exams in the Chartered Financial Analyst Program
christian mathis's Contact Information
Phone
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