Christopher Beck
STATEN ISLAND,NY
Summary
Highly skilled Portfolio Accountant, demonstrating a comprehensive background in financial reporting, portfolio analysis, and asset management. Exceptional understanding of accounting principles with deep expertise in reconciling complex multi-currency accounts. Known for improving efficiency by establishing streamlined workflows, resulting inoptimal resource allocation. Strong impact made in previous roles through strategic decision-making and effective team leadership.
Overview
6
6
years of professional experience
Work History
Portfolio Accountant
Pzena Investment Management
New York, NY
05.2022 - Current
- Ensure accurate records through detailed cash and transaction reconciliation of client portfolios
- Troubleshoot discrepancies in separately managed accounts with custodian banks
- Collaborated with Data Management to launch a new Corporate Action software that increased dividend record accuracy by 20%
- Work closely with Client Services to send accurate reporting to clients with tight deadlines
- Certify pricing for securities and indexes through a daily reconciliation process
Presenter
National College Federal Reserve Challange
New York, NY
06.2020 - 12.2021
- Analyzed GDP, unemployment rates, and financial conditions to determine current and future economic outlook
- Identified 30 economic indicators and trends using a national database and developed summary graphs
- Recommended and debated a monetary policy decision at the Federal Open Market Committee meeting with economists at the Federal Reserve
Consumer Sales and Service Ambassador
New York Jets
East Rutherford, NJ
08.2019 - 12.2019
- Oversaw check-in for VIPs and celebrities to ensure excellent customer service following security protocol
- Strategically managed over 200 fans each gameday for pre and postgame on-field participation
- Resolved issues that fans had with mobile ticketing during first seasion of NFL mobile ticketing roll out
Education
Bachelor of Arts (BA) - Economics
Pace University, Dyson College of Arts and Sciences
New York, NY05.2022
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Outlook
- Stata
- Financial reporting
- Net asset value calculation
- Cash flow management
- Portfolio valuation
- Multi-currency accounting
Timeline
Portfolio Accountant
Pzena Investment Management
05.2022 - Current
Presenter
National College Federal Reserve Challange
06.2020 - 12.2021
Consumer Sales and Service Ambassador
New York Jets
08.2019 - 12.2019
Bachelor of Arts (BA) - Economics
Pace University, Dyson College of Arts and Sciences
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