Matthew Keating, Cfa Email & Phone Number

Roseland, New Jersey, United States

New York City Metropolitan Area

Develop and execute the Investor Relations strategy, operating plans, budget, and tactical elements of the global IR program.Educate and update investors and equity analysts on the company, including communicating strategic direction and financial results to investors and analysts through quarterly earnings releases, conference calls, investor conferences, and direct conversations with current and prospective shareholders.Interface with internal stakeholders to ensure… Show more Develop and execute the Investor Relations strategy, operating plans, budget, and tactical elements of the global IR program.Educate and update investors and equity analysts on the company, including communicating strategic direction and financial results to investors and analysts through quarterly earnings releases, conference calls, investor conferences, and direct conversations with current and prospective shareholders.Interface with internal stakeholders to ensure communications activities reflect and support operational goals and objectives.Communicate the investment community's view of the company’s financial outlook to senior management team and board of directors. Show less

Provided strategic counsel to clients on a variety of areas including corporate positioning, valuation, M&A communications, investor targeting, ESG communications, and shareholder activism. Worked with clients on message development, investor presentations, quarterly earnings communications, investor days, and IR Board reporting.Presented to the Board of Directors on IR strategy and impact.Authored “think pieces” on IR best practices including IR Magazine articles… Show more Provided strategic counsel to clients on a variety of areas including corporate positioning, valuation, M&A communications, investor targeting, ESG communications, and shareholder activism. Worked with clients on message development, investor presentations, quarterly earnings communications, investor days, and IR Board reporting.Presented to the Board of Directors on IR strategy and impact.Authored “think pieces” on IR best practices including IR Magazine articles, “Investor communication in the face of Covid-19” and “How banks should prepare for first-quarter earnings in light of Covid-19.”Led business development efforts for financial services practice and manage New York office. Show less

New York, Ny

Senior coverage analyst with primary responsibility for Barclays official public opinion of the U.S. Mid-Cap Banks sector. Banking industry expertise: Achieved a Top 10 analyst ranking in the 2018 Institutional Investor U.S. Mid-Cap Banks category by providing differentiated research and exceptional client service.Strong analytical and research skills: Provided alpha-generating investment recommendations informed by economic trends, the competitive landscape, regulatory changes,… Show more Senior coverage analyst with primary responsibility for Barclays official public opinion of the U.S. Mid-Cap Banks sector. Banking industry expertise: Achieved a Top 10 analyst ranking in the 2018 Institutional Investor U.S. Mid-Cap Banks category by providing differentiated research and exceptional client service.Strong analytical and research skills: Provided alpha-generating investment recommendations informed by economic trends, the competitive landscape, regulatory changes, company-specific strategies, and detailed financial projections. Presentation prowess: Regularly presented fundamental company views to equity sales colleagues, host fireside chats with CEOs at large industry conferences, and share industry perspectives with the board of directors of covered companies.Communication capabilities: Proficient in explaining and debating investment views with clients and co-workers via meetings and phone calls.Relationship-driven: Enjoy establishing new institutional investor clients, building lasting relationships with C-suite executives, and interacting with equity sales and trading colleagues.Team manager: Supervised a team of two research associates to ensure the execution of shared objectives and to promote appropriate career development opportunities. Show less

New York, Ny

Senior coverage analyst with primary responsibility for Barclays official public opinion of the U.S. Small-Cap Banks sector.Authored a 200-page initiation report weighing the potential benefits of increased bank M&A activity against expectations for ongoing net interest margin pressure that generated strong client traction.Increased institutional client base 50% through targeted marketing meetings in major cities (NYC, Boston, Chicago, San Francisco, and London) and a focused… Show more Senior coverage analyst with primary responsibility for Barclays official public opinion of the U.S. Small-Cap Banks sector.Authored a 200-page initiation report weighing the potential benefits of increased bank M&A activity against expectations for ongoing net interest margin pressure that generated strong client traction.Increased institutional client base 50% through targeted marketing meetings in major cities (NYC, Boston, Chicago, San Francisco, and London) and a focused calling effort. Show less

Greater New York City Area

Member of Barclays U.S. Large-Cap and U.S. Mid-Cap Banks research team that consistently ranked in the top four in Institutional Investor.Produced company-specific and thematic reports on asset quality trends, the impact of regulation on bank profitability, and industry consolidation that garnered among the highest client readership metrics in the department. Recognized by clients for adding value and a top performer in annual internal equity sales surveys. Awarded co-coverage… Show more Member of Barclays U.S. Large-Cap and U.S. Mid-Cap Banks research team that consistently ranked in the top four in Institutional Investor.Produced company-specific and thematic reports on asset quality trends, the impact of regulation on bank profitability, and industry consolidation that garnered among the highest client readership metrics in the department. Recognized by clients for adding value and a top performer in annual internal equity sales surveys. Awarded co-coverage responsibility for select U.S. Mid-Cap Banks. Show less

New York, Ny

Appointed to Lehman Brothers Americas Equity Research Management team to support the Associate Director of Research. Member of Lehman Brothers U.S. Business & Professional Services equity research team ranked by Institutional Investor in 2002, 2003, and 2007. Co-covered the HR outsourcing sub-sector. Sole research associate on Lehman Brothers' U.S. Payments Processing & Financial Technology Equity Research team.

Bachelor Of Business Administration (Bba), Finance & Business Economics

Graduated magna cum laude. Selected a Notre Dame student ambassador by Office of Admissions. Completed an interdisciplinary minor.

Mba, Finance

Selected for the NYU Stern Lehman Brothers MBA Alliance program (80% of MBA costs covered by Lehman Brothers).