Joel Mata Email & Phone Number

Houston, Texas, United States

Baltimore, Maryland, United States

• Collaborated with team members to analyze investment opportunities and assist in developing customized financial solutions for institutional clients, analyzing Form 5500 and/or Form 990 of respective institutions, streamlining the sales process.• Conducted in-depth research on asset classes and market trends, contributing to investment strategies and portfolio management, including suggesting changes of investment vehicles, monitoring portfolio exposures and credit quality, reducing portfolio fees by 11 basis points.• Created quarterly performance reports for institutional clients with assets totaling over $100 million.• Led a presentation of PNC investment services to an internal executive committee, reviewing investment strategy and asset allocation while performing due diligence of PNC’s extensive research committees.

Houston, Texas, United States

• Lead and create lesson plans for Advanced Placement subjects, clearly and effectively explaining topics from multiple perspectives.• Report relevant performance and information to clients via preparing client reports.

Houston, Texas, United States

• Tracked millions of dollars of incoming revenue and expenses from donations for the local healthcare nonprofit Biokind Analytics.• Reviewed Forms 990 on GuideStar for appropriate analysis and reference guide with intention to complete the Form 990-PF for the upcoming taxable year.

Houston, Texas, United States

• Managed Multicultural Center at Rice, gathering and accumulating DEI data into excel files, outreach to related Rice organizations and initiated relevant communication.•Proactively directed event set-up for Rice University’s ethnic student association cultural meetings at the Multicultural Center, speeding up the setup process by 20%.• Reported relevant logistical data from day-to-day in the Multicultural Center, and tracked its traffic across the school year, suggesting and implementing new ideas that increased traffic to the Multicultural Center.

Dallas, Texas, United States