Matt Buckman Email and Phone Number
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Experienced Trading/Operations Associate with a demonstrated history of working in the financial services industry. Skilled in Investment Front/Middle/Back Office Operations, Equity Trading & Trade Settlements
Ifg Advisors, Llc
View- Website:
- ifgadvisors.com
- Employees:
- 8
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Portfolio Trading ManagerIfg Advisors, Llc Oct 2024 - Present
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Analyst, Fixed Income & DerivativesNisa Investment Advisors, Llc Apr 2023 - Sep 2024Greater St. Louis• Initiate daily collateral process by generating call amounts to be sent to counterparties• Publish derivative payments to facilitate settlement with broker dealers• Utilize SQL to search and sort large data sets to aid in daily portfolio management processes• Process daily equity trades, both domestic and international, in Charles River IMS • Validate fixed income data (i.e., durations, ratings) is accurate prior to start of trading day• Implement process improvements to gain efficiencies and ensure accuracy of daily workflows -
Group Leader, Trade SettlementsNisa Investment Advisors, Llc Jan 2022 - Apr 2023Greater St. Louis• Responsible for ensuring all global trading activity (over $2B average daily) settled in a timely manner • Confirmed all collateral moves settled daily to ensure client accounts were adequately protected • Partnered with 30+ custodians and broker dealers to resolve trade discrepancies and facilitate settlement • Worked with broker dealers to ensure all OTC derivative confirms were issued and accurate
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Senior Analyst, Trade SupportNisa Investment Advisors, Llc Jan 2021 - Jan 2022• Validated and uploaded daily trading activity across all asset classes into the portfolio accounting system• Worked with the trading desk and broker dealers to ensure all trade details were complete and accurate• Verified all security master data was setup and up to date in the portfolio accounting system• Ensured all trade details were successfully sent to our custodians on trade date
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Analyst, Special ProjectsNisa Investment Advisors, Llc Jul 2018 - Jan 2021• Responsible for new client account setups across all asset classes (Fixed Income, Equity & Derivatives) • Managed SSI Databases for all trading groups• Validated portfolio balances daily to ensure no accounts were overdrawn prior to beginning of trading• Interfaced with FCMs and custodians to ensure new account setups were complete and accurate
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Equity Trader/Operations AnalystCrawford Investment Counsel 2013 - 2017Greater Atlanta Area• Implemented equity portfolio/strategy changes across client accounts (approximately $3.50 billion in value)• Worked with portfolio managers to devise initial investment trading strategies & account implementation• Conveyed time sensitive account/trade information to portfolio managers & relevant team members• Regularly assisted & took lead of the equity & fixed income trade settlement process • Consulted with broker/dealers, traders & custodians to resolve trade discrepancies • Provided trade allocations & account delivery instructions to relevant counterparties • Downloaded & reconciled daily trading activity to the firm’s portfolio management system (Advent APX)• Processed corporate actions & set up new security information in APX & Moxy• Coded new client account & commission schedule information in Moxy• Established & maintained all account related trading restrictions in APX & Moxy• Assisted in reconciling assets for quarterly reporting in APX (approximately $5.50 billion in value)• Opened/closed client accounts, generated daily performance reports & maintained client data in APX• Prepared portfolio strategy & macroeconomic reports for the firm's weekly investment research meetings• Composed & distributed daily equity & fixed income market commentary to portfolio managers & analysts• Compiled economic & financial data for the firm's quarterly economic outlook to be distributed to clients
Matt Buckman Skills
Matt Buckman Education Details
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University Of Southern Indiana3.4 -
Hochschule Osnabrück University Of Applied Sciences4.0
Frequently Asked Questions about Matt Buckman
What company does Matt Buckman work for?
Matt Buckman works for Ifg Advisors, Llc
What is Matt Buckman's role at the current company?
Matt Buckman's current role is Portfolio Trading Manager at IFG Advisors, LLC.
What is Matt Buckman's email address?
Matt Buckman's email address is mb****@****ent.com
What schools did Matt Buckman attend?
Matt Buckman attended University Of Southern Indiana, Hochschule Osnabrück University Of Applied Sciences.
What are some of Matt Buckman's interests?
Matt Buckman has interest in Cnbc, College Football And Ky Basketball, College Football And Basketball, Investing, Traveling, Reading, Money Management, Equity Research.
What skills is Matt Buckman known for?
Matt Buckman has skills like Distribution Center Operations, Capital Market Operations, Banking Procedures, International Financial Management, Collections, Automotive Finance, Equity Trading, Equity And Fixed Income Trade Settlement, Apx, Moxy, Factset, Bloomberg Terminal.
Who are Matt Buckman's colleagues?
Matt Buckman's colleagues are Judith Isaacs, W. Ted Isaacs, Mark Channel, Mark "mattis" Sessel, Logan Fuller, Cfa, Cfp®.
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Matt Buckman
Lebanon, Tn1nirvc.com -
Matt Buckman
Tulsa Metropolitan Area1amwell.com
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