Matt Simpson Email & Phone Number

Camas, Washington

As an ESG specialist within the research staff, I monitor and analyze sustainability characteristics of global stocks, and specifically within dozens of unique and actively managed portfolios.I oversee and generate reporting, assist in new strategy development, and create research covering stocks and their regulatory environments through an ESG lens. This.

Camas, Washington

At it's core, my job is to provide reports to portfolio managers so they can properly manage over $100 billion. To generalize, a third of my time is spent on boutique research coming in from senior managers and analysts, a third is spent on reoccurring reports monitoring the performance of various portfolios and economic fundamentals, and a third is spent.

Portland, Oregon Area

As a Fund Accountant, I'm primarily responsible for the monitoring 23 Investment Funds. I ensure the funds are legally represented in over 70 countries, both from an investor and investment perspective. This entails regular coordination with international tax advisers and administrators. Documentation of these processes is critical, second only to.

Camas, WA

In operations, I worked on separately managed private client accounts. In this role, I maintained the operational aspects of a wide variety of accounts such as IRAs, Trusts, and Joint Accounts. Largely, I served as a liaison between the clients and the Financial Institutions that custodied the client's assets. I handled everything from a simple withdrawal.