Matthew Loster Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

• Promoted to lead department and drive vision of data analytics across the firm.

San Francisco Bay Area

• Created a company-wide API that powers analysis on over $2 trillion in assets. Gathered business requirements from key stakeholders to drive functional and technical design, and collaborated with engineering teams to.
• Drove $500K in new revenue by building out private equity architecture and developing alternative assets' metrics.
• Provided actionable insights for clients and internal teams by building analytics with data visualizations.
• Saved hundreds of hours per year by automating manually entered data points and creating data pipelines to organize and improve quality of data.
• Evangelized Callan’s research capabilities by researching and co-authoring papers on financial and data concepts.
• Created an analytics platform and data collection website for thousands of internal and external users through collaboration with an external design firm and internal engineering team

• Integrated business and data analyses to define goals, drive cross-departmental alignment, execute database design, test quantitative analysis, and communicate impact of financial metrics.
• Positioned Callan ahead of industry trends through integration of 3 distinct Collective Investment Trust data sets to create unparalleled research database.
• Redefined peer group calculations that compared relative portfolio performance and fees--the most widely used metric--by evaluating competitors' methodology, researching impact, and implementing redefined framework
• Reduced quarterly data errors by 10% through innovative design of quality control checks.
• Onboarded external data sources, providing competitive marketplace analytics and actionable research for clients.

San Francisco

• Analyzed institutional clients' portfolios and articulated implications through performance reports to drive awareness of c¬omparative industry ranking. Expanded role to encompass research efforts and department.
• Worked directly with clients and consultants to suggest and implement performance attribution, adjusted asset allocation rankings, and custom metrics on over $30B in assets.
• Data-mined, analyzed, and co-authored a research paper on corporate discount rates and fixed income allocations to educate customers and further market the Callan brand.
• Reduced employee onboarding time by 10% through the creation of concise, educational PowerPoint presentations and by leading engaging, targeted training sessions.

Carpinteria, CA

• Quickly promoted with responsibility for the installation and conversion process of new plan sponsors, serving as their main point of contact and ensuring all standards and deadlines were met.
• Supported success of a diverse client base by researching and resolving financial questions and issues.
• Leveraged understanding of management and stakeholders needs to help define processes, tools, standard operating procedures, and policies while providing industry knowledge to shore up gaps for the business line.
• Communicated service expectations, conversion procedures, and timing standards to plan sponsors.
• Received "Top Client Support" award for 6 consecutive quarters in recognition of high-quality service delivery.
• Codified company policies and procedures in wiki that reduced procedural errors and increased interdepartmental communication.

Bachelor Of Arts (Ba), Mathematics

Education record

Education record

Education record

Activities and Societies: Soccer