Overview
Work History
Education
Skills
Leadership
Timeline
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Christopher Wright-Madison

Chicago,IL

Overview

6
6
years of professional experience

Work History

Senior Investment Analyst

HUB International Limited
04.2023 - Current
  • Act as the investment product and market expert in client meetings with advisors.
  • Create content including short economic videos, monthly market reports, and investment strategy reports for clients.
  • Construct custom portfolio models and conduct model analysis for advisors.
  • Sourced and led diligence on 50-plus investment strategies across all asset classes, and am responsible for providing conviction statuses on researched investment products.
  • Created a proprietary sourcing data set to identify top-quartile investment products for each asset class.
  • Spearheaded initiatives to improve internal processes, enhancing overall team productivity and effectiveness.

Senior Analyst

Builders Vision
11.2020 - 03.2023
  • Performed investment analysis and research, including quantitative and qualitative assessments on traditional and ESG fund managers across asset classes (Public and Private Equity, Venture Capital, Fixed Income, Real Assets, Real Estate).
  • Composed recommendation memos on 20 plus deals and presented them to the investment committee.
  • Produced company wide deliverables on various content including portfolio and capital market updates, attribution analysis, fund manager engagement highlights, forecast.
  • Created and maintained precise and accurate models, charts and reports.

Equity Research Analyst

Segal Marco Advisors
07.2019 - 10.2020
  • Responsible for the recommendation and monitoring of investment strategies for institutional investment clients.
  • Provide qualitative and quantitative reports on the quarterly performance of asset classes.
  • Conduct ongoing analysis of individual managers and responsible for coordinating all aspects of the investment due diligence process with an emphasis on equity-based strategies.

Education

Bachelor of Arts - Economics

University of Wisconsin - Madison
Madison, WI
07.2019

Skills

  • Excellent research and financial statement analysis skills
  • Advanced knowledge of Microsoft Office (VLOOKUP, Pivot Tables, VBA)
  • Experience with CRM tools (Salesforce, NetSuite)
  • Strong presentation and written communication skills
  • Strong portfolio modeling skills (Morningstar Direct)
  • Portfolio analysis (attribution, performance, allocation)

Leadership

Membership Development Committee Member, 12/2023 to current

University Club of Chicago – Chicago, IL

  • Responsible for recruiting and retaining members through engagement during their first year of membership.
  • Created strategic and innovative ways to recruit prospective members.


Timeline

Senior Investment Analyst

HUB International Limited
04.2023 - Current

Senior Analyst

Builders Vision
11.2020 - 03.2023

Equity Research Analyst

Segal Marco Advisors
07.2019 - 10.2020

Bachelor of Arts - Economics

University of Wisconsin - Madison

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