Matthew D. Email & Phone Number

• Managing the implementation of Seismic as a content automation solution as well as a sales enablement platform, including building and designing new reports, helping design both internal and external data.
• Beginning the expansion and re-implementation of FactSet as a portfolio analytics tool as well as a key dataflow integration
• Working with a marketing consultant as well as external vendors at FactSet and Seismic
• Serve as a backup for Performance functions
• Consolidated and automated the benchmark data loading process

- Managed the production of all attribution for the company in FactSet, using FactSet Batcher and Portfolio Analysis- Filled requests for additional returns and risk statistics out of FactSet SPAR- Wrote all performance commentary and reviewed materials for data accuracy- Discussed capabilities with portfolio management and research teams directly- Updated.

Houston, Texas

• Manage the production of all attribution for the company in FactSet, using FactSet Batcher and Portfolio Analysis
• Fill requests for additional returns and risk statistics out of FactSet SPAR
• Write all performance commentary and review materials for data accuracy
• Manage Data Flows for Marketing Department – maintaining data from Custodians, FactSet, through the datamart, and ultimately into Seismic and on the website
• Help create new products by analyzing back-tested data and performing additional analysis where necessary
• Built collateral automation templates in Seismic for the Marketing Department

Austin, Texas Area

-Responsible for production of standard materials for the Marketing Department through Coric. -Worked with Compliance, Legal, Technology and Data teams to ensure accuracy and completeness of reports.-Product Owner of the Fund Center on the Public Website

-Aided implementation of Eagle Pace, both front end user interface and back end database.-Analyzed and reconciled returns and statistics out of Confluence Fundstation, Statpro Composites and Eagle Pace/Star. -Produce performance and risk statistics and reviewed reports-Handled ad hoc and recurring report requests, particularly for fixed income funds and.

Louisville, Kentucky Area

-Helped with Outlier Reports, Equity Month to Date Reports, Eagle Star Implementation-Developed new Process for Bank Loan Report Production-Programs used include Eagle Star, Portia, Viaduct

Houston, Texas Area

-Produce performance and risk statistics and reviewed reports and returns-Handle ad hoc and recurring report requests, particularly for fixed income funds and ETFs-Manage the development of new processes to produce data for legal documents-Analyzed and reconciled returns out of multiple programs-Utilized Programs such as Lipper LANA, Eagle Pace, Bloomberg.

Houston, Texas Area

-Specialized Team That Focuses on Representative Development-Handle Multiple Projects Simultaneously-Updated and Created Job Aids-Special Projects: Reorg Validation, Roster Processing, ORG Callouts, Research Project, Roth Clean Up-All Responsibilities of a Technical Representative 1

Houston, Texas Area

-Generated ICI Verification Report-Checked Portfolio Performance Summary and CIO Reports-Learned Programs such as Lipper LANA, Bloomberg, Fundstation, Performa

-Joined the Mentor Team in January or 2012-Identified Issues for Shareholder/Brokers Through Clear Communication-Placed Exchanges, Redemptions and Maintained Accounts in the Shareholder Record System-Provided Information About Funds-Updated Customer Files and Cleaned up Registration and Accounts in Tax Clean Up Project-Handled Chairman’s Council and Sales.

Data Analysis And Visualization Bootcamp

Topics Covered: JSON Traversal and APIs, Machine Learning, Big Data Analysis Programs Covered: Python (Pandas, NumPy, MatplotLib); SQL.

B.A, Economics

RELEVANT COURSES: Monetary Economics, Money and Banking, Financial Economics, Introduction to Econometrics, Economic Statistics, Financial.