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 infrastructure, understanding technological restrictions, keeping external vendors accountable to timelines, and serving as the internal project manager• 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 Risk Reporting Capabilities- Worked with portfolio managers and research team to incubate new products (including more complex derivative based portfolios), analyze backtests, and run more complex attribution analysis.- Worked with FactSet Support and Consultants to complete updates- Managed a team of multiple vendors to ensure domestic, international, and SMA performance calculations are correct and timely- Member of GIPS committee- Responsible for Data Output Reviews- Managed current ETL infrastructure, which leveraged vendor relationships to store relevant datapoints and carry data consistently and accurately to the content automation engine, Seismic, as well as to the website. - Designed new, internal ETL infrastructure using Python, SQL, and text files packets to replace current process- Helped marketing department with implementation of content automation in Seismic and website changes

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• Worked with FactSet Support and Consultants to complete updates

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 ETFs-Manage the development of new processes to produce data for legal documents

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, Fundstation, Performa

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 Rollover Calls-Solved Problems for Callers Using Multiple Resources-Special Projects: Roster Processing, Tax Clean Up Project, ORG Callouts, Chairman’s/Sales Rollover

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.