christian mathis

christian mathis

investment-consultant and controller

Country

switzerland

City

zurich

Industry

financial services

Skill

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

credit suisse

head investment reporting advisory

credit suisse

2012-9 - 2017-6 · 4 yrs 10 mos

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.

rbc

product control manager

rbc

2011-12 - 2012-7 · 8 mos

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.

bearingpoint

business consultant

bearingpoint

2010-9 - 2011-8 · 1 yr

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

credit suisse

treasury product controller

credit suisse

2005-10 - 2010-4 · 4 yrs 7 mos

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.

credit suisse

career starter at the operations division

credit suisse

2004-10 - 2005-9 · 1 yr

I gained an overview of the division and performed typical tasks of the reconciliation, corporate actions, and position-keeping departments.

bern university of applied sciences bfh

assistant

bern university of applied sciences bfh

2003-2 - 2004-8 · 1 yr 7 mos

I supported the introduction of SharePoint at the University of Applied Sciences and was responsible for user support.

credit suisse

relief staff in retail banking

credit suisse

2001-11 - 2002-10 · 1 yr

During the first year of my studies, I serviced clients at the teller on an irregular basis.

credit suisse

trainee in retail banking

credit suisse

2000-11 - 2001-10 · 1 yr

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.

complementa investment-controlling ag

investment-consultant and controller

complementa investment-controlling ag

2017-7 - Present · 9 yrs 3 mos

Education

cfa institute

cfa institute

school of business and administration berne (hsw berne)

school of business and administration berne (hsw berne)

banking

2001-1 - 2004-1 · 3 yrs 1 mo
cfa institute, charlottesville, usa

cfa institute, charlottesville, usa

finance

2007-1 - 2010-1 · 3 yrs 1 mo

Passed all three exams in the Chartered Financial Analyst Program

christian mathis's Contact Information

Email

******@***.com

Phone

(**) *** ****

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