Excel
Felipe Quaassdorff, CFA
Investment Portfolio Manager
Madison,United States
Summary
Talented Portfolio Manager bringing 6+ years of experience in the investment and finance industry, making proactive fund proposals and managing portfolio risks diligently. Strong presentation, relationship-building and organizational skills. Proactive, fast learner, problem-solver, collaborative and active listener.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Investment Portfolio Manager
Inversiones Security
Santiago, Chile
09.2018 - 10.2022
- Developed an equity portfolio of Chilean assets that created alpha with no more than 12 stocks, but trying to keep tracking error low. Since the inception at the end 2019, the portfolio had an annualized 0.7% of alpha net of transactions fees.
- Managed Chilean fixed income portfolios of more than 40 clients with an AUM around US$400 million. Most of the portfolios were directly invested in local bonds.
- Developed and implemented strategies considering market analysis: Spreads, yield curve and interest rate, inflation estimates, credit risk of each company and sector.
- Communicated market developments, portfolio changes and performance information to internal clients twice per month. Also, organized meeting with high net worth clients to provide strategy and performance of the portfolios, according of each client financial objectives and restrictions.
- Complied with established internal and external controls and policies, guaranteeing a five-star service for clients.
Strategy and Risk Analyst
Celulosa Arauco
Santiago, Chile
04.2017 - 08.2018
- Estimated the corporate WACC that was used to assess different industrial and forestry projects.
- Estimated the ROIC and EVA of industrial facilities in order to look for opportunities to create value in the company (disposal of non-core assets).
- Produced the long-term financial estimates for the whole company, doing interviews with different top-level managers (operations, sales, accounting, etc)
- Provided support to the insurance department, analyzing policy premiums, coverages and deductible structures.
- Promoted enterprise-level risk management practices, with focus on non-operational risk. There was a biannual risk committee organized by the CFO with the other top-level managers, in which it was presented the Arauco's risk matrix, with controls and action plans for each risk, according to COSO Framework.
Equity Research Analyst
Banchile Inversiones - Citibank
Santiago, Chile
08.2015 - 03.2017
- Part of the Sell-Side Research Citi-Banchile team, covering Chilean equities for the next industries: Utilities, Pulp and Paper and Commoditites.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives. Thus, provided investors with detailed ratings (Buy/Neutral/Sell recommendation) based on overall earnings performance, using different valuation methods such as DCF, EV/EBITDA and P/E.
- Created and maintained precise and accurate financial models, charts and reports.
- Presented oral and written reports of individual corporations and entire industries.
Teaching Assistant
Universidad De Chile
Santiago, Chile
07.2014 - 11.2014
- Courses of Finance I and Accounting II
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
Internship Student
LarrainVial
Santiago, Chile
06.2013 - 07.2013
- Part of the Strategy Department, supporting the team by preparing reports of international macroeconomics and fixed income perspectives.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
Education
BBA (Commercial Engineering) - Economics And Finance
Universidad De Chile
Santiago, Chile 01.2010 - 04.2015
Diploma - Innovation
Universidad Catolica De Chile
Santiago, Chile 03.2018 - 12.2018
Exchange Student - Finance
University of South Carolina - Columbia
Columbia, SC 01.2013 - 05.2013
Skills
Analyzing investment opportunities: Fixed Income and Equities
Software
Bloomberg Terminal
Microsoft Power Point and Word
Python
Certification
Chartered Financial Analyst (CFA)
Volunteering
- Volunteering in CFA Institute Chile as Mentor for the CFA Research Challenge in 2019
- Volunteering in a Non-Profit Organization called Fundacion Trascender. I dictated two courses in 2021 of basic and Intermediate Excel of 6 classes each.
Timeline
Chartered Financial Analyst (CFA)
05-2020
Investment Portfolio Manager
Inversiones Security
09.2018 - 10.2022
Financial Modelling, DCF, Comparable Analysis (Training The Street)
05-2018
Diploma - Innovation
Universidad Catolica De Chile
03.2018 - 12.2018
Strategy and Risk Analyst
Celulosa Arauco
04.2017 - 08.2018
Equity Research Analyst
Banchile Inversiones - Citibank
08.2015 - 03.2017
Teaching Assistant
Universidad De Chile
07.2014 - 11.2014
Internship Student
LarrainVial
06.2013 - 07.2013
Exchange Student - Finance
University of South Carolina - Columbia
01.2013 - 05.2013
BBA (Commercial Engineering) - Economics And Finance
Universidad De Chile
01.2010 - 04.2015
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