Matt Walker, Cfa Email & Phone Number

Fort Washington, Pa, Us

Fort Washington, Pa, Us

Software Engineer at Lincoln Investment.

Built custom web based application using Grails and SQL Server to assist in the automation of business processes across departments.Example of tools built:o Investment Research Repository used by analysts for storing and disseminating research reports. o CRM dashboard used for reviewing status of marketing efforts and goals.o Client reporting tool used in aggregating data from various sources and repackaging into a templated format for fast and easy client distribution.o Bank notification letter tool for alerting clients of trades done for that business day.o Invoice approval system for tracking and approval of vendor invoices across departments.o Axys and Bloomberg reconciliation system for ensuring trading and portfolio accounting systems are in synch.o Portfolio comparison tool for comparing positions for client portfolios against model to ensure portfolios are in line with target holdings.o AUM tool used to track and report on assets under management of firm and report various breakdowns of that data.o Report Requirement tracker which reminds of due dates for, stores, generates and sends client reports.o Recon Requirement tracker automates much of the reconciliation process for client accounts.

o Maintained a low level of regression during software builds and updates.o Wrote a proprietary software testing tool used to automatically regression test our softwareusing Java, SQL, JavaScript and Html as well as the open source Selenium API.o Developed Web Driver and Selenium tests using JUnit and incorporated them into the buildprocess using Bamboo combined with CVS to create a continuous build environment withregression testing.o Implemented a software testing process with precise issue tracking for coordinated releases ofsoftware updates and builds.oDesigned and wrote code for cost basis readers for download custodians for importation of tax lot records.oDeveloped client facing reports using JReports containing various financial data including TWR and IRR returns.o Created a Java tool to compute TWR and IRR returns using Asset and Transaction data from a SQL database to validate report returns.o Researched an algorithmic alternative to our iterative Monte Carlo Retirement Calculator. Created a working program of the algorithmic version of the model in Java.o Researched and resolved issues related to downloaded data from various financial institutions.o Cleaned and reconciled large data sets as special projects for client requests.o Re-designed a process to streamline financial product updates, resulting in a process thatformerly took 40 man hours a month into one that took 20 minutes.o Helped design an interface to download DST data into our proprietary software correctly.o Mapped over 750 unique source codes for DST data.o Resolved data issues for several different custodian download interfaces including NFS,Pershing, DST, IWS, Schwab, By All Accounts, Cash Edge and others.o Wrote SQL queries to assist clients in bulk corrections to problem data.

New York, Ny, Us

o Provided financial planning and advice to help individuals achieve and address a multitude of financial goals and insurance needs.o Built a portfolio of clients.o Researched individual securities for clients using Morgan Stanley research as well as third partyresearch to create diversified portfolios with high quality stocks.o Created managed portfolios for high net worth clients using historical market data as well as manager performance data (performance returns and volatility measurements, as well as correlation factors between manager performances) to create a well balanced portfolio.o Created a sales plan to pursue training goals by networking, cold calling, and encouraging referrals.o Constructed customized portfolios to compliment clients’ risk aversion and help meet their long term goals.o Created custom asset allocations for Senior Advisors’ high net worth clients’ portfolios with assetstotaling in excess of $300 million.o Researched and selected investment managers using a variety of tools as well as direct correspondence with portfolio managers to meet client needs.o Analyzed portfolio performance on an ongoing basis and created quarterly status reports for clientreviews.o Following client discussions, effectively implemented a working spreadsheet with live market datafeeds, thus allowing accurate market trades to effectively rebalance portfolios to the models.o Created Gain and Loss summaries of client portfolios for purposes of year-end tax-loss selling to offset clients’ realized gains.o Built financial plans for clients using proprietary software based on discussions and questionnaires with clients and Senior Advisors.