Matthew Oldham Email & Phone Number

Melbourne, Vic, Au

- Enhance the process of assessing credit risk analysis on loan pool from different issuers and developing/validating credit risk/rating models for RMBS, ABS and CMBS loan pools, as well as building cash flow models to analyze individual issuers and structured credit products- Assist in the maintenance and enhancement of the Alexander Funds Risk Management system- Fulfilling data reporting and adhoc data requirements from Portfolio Managers and other stakeholders and presenting results in a clear manner. Prepare research reports regarding the Australian Credit Market- Maintaining, updating the internal PowerBI Dashboards

• Provide technical expertise to aid the ongoing development and implementation of the firm’s quantitative methodology to investing• Undertake ongoing research to enhance the performance of the investment methodology• Perform portfolio management tasks for the small-caps Australian equity fund• Analyse financial markets to identify investment opportunities and risks• Produce reports, presentations, briefings and correspondence on investment performance

Fairfax, Virginia , Us

• Develop and execute an extensive research agenda to gain a greater understanding of how financial markets behave • Conduct qualitative and quantitative research to explore the dynamics driving innovation within the economy• Utilise the latest agent-based modelling, network analysis, and big data/data science tools• Produce conference papers and journal articles to promote mine and my department’s workKey Highlights• Granted Presidential Scholarship by the University provost to complete my PhD. requirements • Produced six peer-reviewed publication (including one A rated economics journal) and six conference presentations• Awarded two best paper awards, including at the 25th International Conference of Computing in Economics and Finance hosted by the Society for Computational Economics

Melbourne, Vic, Au

• Perform stock analysis for various sectors including Healthcare, Utilities, Mining and Energy within the ASX200 • Analyse and assess economic and market trends and earnings prospects to determine suitable investments• Interpret complex financial data to produce reports on investment opportunities and performance• Adhere to and ensure consistency with the team’s “resource based” framework• Examine financial statements, company accounts and various other indicators and factors • Complete valuation work and develop complex financial models• Deliver recommendations to the investment team• Forge long-lasting relationships with company and industry associates• Perform extensive research and analysis of trends in the review and recommendation of mutual funds• Provide financial expertise in the delivery of quality investment services to private and corporate clients• Develop and present client reviews and forumsKey Highlights• Awarded the “recommended rating” from Lonsec for this team approach and superior performance

Melbourne, Vic, Au

• Manage all tasks associated with corporate merger and acquisitions for the company• Perform detailed research and analysis to identify potential acquisition opportunities• Manage the annual strategic and business planning process• Develop, implement, and monitor corporate KPIs• Complete complex financial modelling to accurately inform strategic decision making• Undertake due diligence and data collection as part of merger/acquisition process• Collaborate with outside investment bankers and, legal and accounting consultants• Create and deliver board presentationsKey Highlights• Led the acquisition of a superannuation business increasing the company’s Fund under management (FUM) by 30%• Increased Funds Under Management a further 25% through other acquisitions• Spearheaded the acquisition of specific service offerings that became the growth engine for the company’s Private Wealth Services business

• Perform sales planning/forecasting/analysis task.• Execute Regional and Dealer Communications.• Ensure achievement of the wholesale and retail targets.• Make Dealer Principal and Supplier presentations.

Port Melbourne, Victoria, Au

• Sales Planning and Distribution Manager - Southern Region.• District Sales Manager - New Vehicles Southern Region.• Network Development Consultant - Southern Region.• Sales and Marketing SAP R3 Implementation & Enhancement Team.

Phd, Computational Social Science

Master Of Arts - Ma, Computational Social Science

Bachelor'S Degree, Economics (Honours)

Graduate Workshop, Computational Social Science

Cfa Charterholder