Matthew Spink

Matthew Spink Email and Phone Number

Senior Compliance Associate @ Polen Capital
Matthew Spink's Location
New Bedford, Massachusetts, United States, United States
Matthew Spink's Contact Details

Matthew Spink personal email

n/a
About Matthew Spink

Experienced Senior Compliance Specialist with a demonstrated history of working in the asset management industry. Skilled in Microsoft Applications, Subadvisor Due Diligence, Fund Of Funds, Mutual Funds, Policy-writing and Review, and Marketing Review. Strong finance professional with a Bachelor of Science (B.S.) focused in Accounting and Finance from Bridgewater State College.

Matthew Spink's Current Company Details
Polen Capital

Polen Capital

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Senior Compliance Associate
Matthew Spink Work Experience Details
  • Polen Capital
    Senior Compliance Associate
    Polen Capital Jul 2022 - Present
    Boca Raton, Florida, Us
  • Arrowstreet Capital, Limited Partnership
    Compliance Manager
    Arrowstreet Capital, Limited Partnership Jul 2021 - Aug 2022
    Boston, Ma, Us
  • Arrowstreet Capital, Limited Partnership
    Compliance Associate
    Arrowstreet Capital, Limited Partnership Jan 2020 - Jul 2021
    Boston, Ma, Us
  • Mercer
    Compliance Officer
    Mercer Sep 2019 - Jan 2020
    New York, Ny, Us
  • Mercer
    Senior Compliance Specialist
    Mercer Sep 2015 - Jan 2020
    New York, Ny, Us
  • State Street
    Compliance Manager
    State Street Jan 2014 - Sep 2015
    Boston, Massachusetts, Us
  • State Street
    Compliance Analyst
    State Street Nov 2012 - Jan 2014
    Boston, Massachusetts, Us
  • State Street
    Fund Accountant
    State Street Apr 2011 - Nov 2012
    Boston, Massachusetts, Us
    -Review and validate all daily activity in an accurate and timely manner, and maintains all required controls to ensure overall accuracy- Calculate and process fund activities such as distributions, yields, expenses, income and allocations - Reconcile fund share transactions and resolve discrepancies- Support the research and resolution process for exceptions and inquiries- Provide information needed to prepare financial statements and reports for client, shareholder, director and management reports, in an accurate and timely manner- Prepare proofs as needed- Remain familiar with back-up procedures when system applications or transmission problems arise- Maintain records in support of audits
  • Mercer Investments
    Participant Services Representative
    Mercer Investments Sep 2010 - Apr 2011
    New York, Ny, Us
    - Answered questions regarding health and retirement benefits
  • Stop & Shop
    Deli Clerk
    Stop & Shop Jan 2010 - Sep 2010
    Quincy, Ma, Us

Matthew Spink Skills

Mutual Funds Fund Accounting Bloomberg Microsoft Excel Microsoft Office Money Market Funds Fund Of Funds Equities Derivatives Financial Services Bonds Asset Management Etfs Swaps Foreign Exchange Accounting Securities Lending Management Microsoft Word Finance Customer Service Due Diligence Investment Company Act Regulatory Compliance Code Of Ethics Written Communication

Matthew Spink Education Details

  • Bridgewater State University
    Bridgewater State University
    Accounting And Finance

Frequently Asked Questions about Matthew Spink

What company does Matthew Spink work for?

Matthew Spink works for Polen Capital

What is Matthew Spink's role at the current company?

Matthew Spink's current role is Senior Compliance Associate.

What is Matthew Spink's email address?

Matthew Spink's email address is ms****@****gew.edu

What schools did Matthew Spink attend?

Matthew Spink attended Bridgewater State University.

What skills is Matthew Spink known for?

Matthew Spink has skills like Mutual Funds, Fund Accounting, Bloomberg, Microsoft Excel, Microsoft Office, Money Market Funds, Fund Of Funds, Equities, Derivatives, Financial Services, Bonds, Asset Management.

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