Christopher Chalmers
•Drafted project plan and RFI for DCIIA’s Custom Target Date Fund initiative •Participated in and provided minutes for... | Boston, Boston, United States
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Christopher Chalmers’s Location Boston, Boston, United States
Christopher Chalmers’s Expertise •Drafted project plan and RFI for DCIIA’s Custom Target Date Fund initiative •Participated in and provided minutes for Executive, Research and various board meetings. •Improved and designed DCIIA’s resource center web pages •Illustrated a Department of Labor survey white paper via unique charts and graphs •Generated a YOY spreadsheet analyzing 2010, 2012 & 2014 data from DCIIA’s Plan Sponsor survey. •Produced six financial reports/day, utilizing FactSet, Style Advisor, Tools 3 Mgmt. & Mosiki applications •Observed, weekly, Passive Equity PM team meetings •Analyzed 8000 raw data points to create quarter-end “Assets Under Management” report for GEBS team •Constructed three Excel files, streamlining future Co-ops’ operations for AUM spreadsheet & presentation production along with quarter-end fact sheet reviews •Edited and enhanced five client strategy reporting presentations/week using PowerPoint and data systems •Reviewed strategy fund data for five RFP’s/week, assisting RFP teams in Boston, Bangalore and London. •Assembled, coordinated, and tracked 40-60 mailings/week using Putnam’s online mailing system and created a tracking system using Excel • Accomplished multiple tasks for 13 Relationship Managers and five Retirement Education Consultants • Designed and edited 401k educational brochures using sales-material creator (POD) and Adobe Acrobat • Fielded 20 calls/day for Relationship Managers and answered any client inquiries via Operations common line • Created clients’ monthly asset totals using Excel, Salesforce, and Partnerlink systems.
Christopher Chalmers’s Current Industry John Hancock Financial Services
Christopher
Chalmers’s Prior Industry
Putnam Investments
|
State Street Global Advisors
|
Defined Contribution Institutional Investment Association (DCIIA)
|
Goldman Sachs
|
John Hancock Financial Services
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Work Experience
John Hancock Financial Services
Jr. Investment Analyst
Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Goldman Sachs
Relationship Management Analyst
Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Defined Contribution Institutional Investment Association (DCIIA)
Intern
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
State Street Global Advisors
Passive Equity Portfolio Analyst
Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Putnam Investments
DC Relationship Management Co-op
Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Christopher Chalmers Email Addresses
FAQ About Christopher Chalmers
-
Christopher Chalmers is located at
Boston, Boston, United States -
Christopher Chalmers is a
•Drafted project plan and RFI for DCIIA’s Custom Target Date Fund initiative •Participated in and provided minutes for Executive, Research and various board meetings. •Improved and designed DCIIA’s resource center web pages •Illustrated a Department of Labor survey white paper via unique charts and graphs •Generated a YOY spreadsheet analyzing 2010, 2012 & 2014 data from DCIIA’s Plan Sponsor survey. •Produced six financial reports/day, utilizing FactSet, Style Advisor, Tools 3 Mgmt. & Mosiki applications •Observed, weekly, Passive Equity PM team meetings •Analyzed 8000 raw data points to create quarter-end “Assets Under Management” report for GEBS team •Constructed three Excel files, streamlining future Co-ops’ operations for AUM spreadsheet & presentation production along with quarter-end fact sheet reviews •Edited and enhanced five client strategy reporting presentations/week using PowerPoint and data systems •Reviewed strategy fund data for five RFP’s/week, assisting RFP teams in Boston, Bangalore and London. •Assembled, coordinated, and tracked 40-60 mailings/week using Putnam’s online mailing system and created a tracking system using Excel • Accomplished multiple tasks for 13 Relationship Managers and five Retirement Education Consultants • Designed and edited 401k educational brochures using sales-material creator (POD) and Adobe Acrobat • Fielded 20 calls/day for Relationship Managers and answered any client inquiries via Operations common line • Created clients’ monthly asset totals using Excel, Salesforce, and Partnerlink systems. John Hancock Financial Services -
Christopher Chalmers currently works in the
John Hancock Financial Services -
Christopher Chalmers specializes in
•Drafted project plan and RFI for DCIIA’s Custom Target Date Fund initiative •Participated in and provided minutes for Executive, Research and various board meetings. •Improved and designed DCIIA’s resource center web pages •Illustrated a Department of Labor survey white paper via unique charts and graphs •Generated a YOY spreadsheet analyzing 2010, 2012 & 2014 data from DCIIA’s Plan Sponsor survey. •Produced six financial reports/day, utilizing FactSet, Style Advisor, Tools 3 Mgmt. & Mosiki applications •Observed, weekly, Passive Equity PM team meetings •Analyzed 8000 raw data points to create quarter-end “Assets Under Management” report for GEBS team •Constructed three Excel files, streamlining future Co-ops’ operations for AUM spreadsheet & presentation production along with quarter-end fact sheet reviews •Edited and enhanced five client strategy reporting presentations/week using PowerPoint and data systems •Reviewed strategy fund data for five RFP’s/week, assisting RFP teams in Boston, Bangalore and London. •Assembled, coordinated, and tracked 40-60 mailings/week using Putnam’s online mailing system and created a tracking system using Excel • Accomplished multiple tasks for 13 Relationship Managers and five Retirement Education Consultants • Designed and edited 401k educational brochures using sales-material creator (POD) and Adobe Acrobat • Fielded 20 calls/day for Relationship Managers and answered any client inquiries via Operations common line • Created clients’ monthly asset totals using Excel, Salesforce, and Partnerlink systems. -
Christopher Chalmers speaks the following languages:
No languages available. -
Christopher Chalmers has prior experience in the following industries:
John Hancock Financial Services , Goldman Sachs , Defined Contribution Institutional Investment Association (DCIIA) , State Street Global Advisors , Putnam Investments -
Christopher Chalmers has the following professional experience:
John Hancock Financial Services , Goldman Sachs , Defined Contribution Institutional Investment Association (DCIIA) , State Street Global Advisors , Putnam Investments . -
You can view Christopher Chalmers’s
LinkedIn profile at LinkedIn URL. -
Christopher Chalmers’s work email addresses are
[email protected] . -
Christopher Chalmers works at
John Hancock Financial Services
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