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.
• 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.
• 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