Management Consultant

Christopher Huculiak

** ****** ***** 973-***-**** (mobile)

Little Falls, NJ 07424 *********@*****.***

Consultant (Northern NJ) 2012 - Present

Lead RFP Writer

. Completed RFP's, RFI's, and Due Diligence Questionnaires for Lazard

Asset Management

Rothschild Asset Management (New York, NY) 2007 - 2011

Marketing Associate / Client Services

. Completed RFP's, RFI's, and Due Diligence Questionnaires for this $4B

AUM US Equity Quant shop, working on multiple, simultaneous submissions

under tight deadlines

. Conducted Peer Reviews of RFP drafts including qualitative and

quantitative material

. Worked with RFP database administrator to add or update content in PMAPS

to ensure that the latest RFP language is available for all users

. Maintained and updated consultant databases with client, product and firm

level performance and asset figures

. Responsible for entire institutional and retail (WRAP) client reporting

function; prepared monthly and quarterly product commentaries for client,

firm and consultant reporting mandates

. Collaborated with Portfolio Management and Relationship Managers on

preparation of materials for finals presentations, new business efforts

and quarterly client reviews

. Performed statistical analysis (attribution and equity characteristics)

for investment and product reviews

. Maintained pivot tables on various internal asset allocation and

performance reports

. Responded to client and consultant inquiries

Consultant (New York, NY) 2006 - 2007

Presentation Specialist

Created presentations and pitch books using advanced Word, Excel,

PowerPoint, Quark, Photoshop, Illustrator at Cowen Group and Liberty

Mutual Insurance

PNC Bank (Greenwich, CT) 2002 - 2006

Portfolio Assistant

Supported Portfolio Managers and Advisory Group with day-to-day

management of client portfolios; prepared performance reports,

presentation materials and pitch books for clients and new business

Weiss, Peck & Greer, L.L.C. (New York, NY) 2001 - 2002

MARKETING ASSOCIATE

ASSISTED RFP GROUP WITH PROPOSAL PREPARATION FOR $18B AUM ASSET

MANAGEMENT FIRM; DESIGNED AND PRODUCED MARKETING MATERIALS

Partnered with product and portfolio management teams, private client

services team, venture capital team, and parent company contacts to

generate and interpret content; responded to Client Services' requests

Consultant (New York, NY) 1998 - 2000

Presentation Specialist

Created presentations and pitch books at various investment banking firms

including: Goldman Sachs, Morgan Stanley, Salomon Smith Barney, Warburg

Dillon Reade and Chase Manhattan Bank

Education

Fordham University (New York, NY)

(Economics) 1997

Software

PMAPS, RFP Machine, FactSet, SalesForce, (PEP) Callan Associates'

Performance Evaluation Program for Window, eASE Analytics and eASE

Exchange, Advanced Word, Excel, PowerPoint, Lotus Notes, Bloomberg

Terminal, Quark, Photoshop, Illustrator and Visio

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