Matthew Trigger, Mba Email & Phone Number

Albany, Ny, Us

Albany, Ny, Us

New York, United States

New York, United States

Lionpoint is a global consulting firm focused on delivering operational transformation and enabling technology solutions to the alternative investment industry.

Albany, Ny

-Lead implementation, data management and strategy for Diligent Equity's Private Equity clients.-Liaise with Diligent Equity’s Product team to develop new, Private Equity focused features to better support Private Equity clients.-Coordinate with internal teams at Diligent to recognize and address core use cases for Private Equity clients. -Engage with customer B.I., Fund Accounting and Deal Associate teams to facilitate the accurate use of Diligent Equity throughout the lifecycle of a fund and during quarterly valuation processes.

-Responsible for the implementation, data management and strategy initiatives for Private Equity firms using Diligent Equity.-Create cap tables from transaction documents, and financial statements for private & public portfolio companies within Diligent Equity.-Use existing transaction and funds flow documentation to ensure that Diligent Equity’s waterfall module ties out to client models.

Remote

-Create accurate Cap Tables for Venture Capital and Private Equity firm portfolio companies within the Diligent Equity platform.-Update client portfolio investments on a rolling and quarterly basis.-Accurately onboard client data to ensure that fund level KPIs are accurate (i.e. Gross Multiple, Net Multiple, IRR).-Build cap tables for private companies within Diligent Equity to enhance their equity management and better prepare them for future fundraisings or acquisitions.

Cambridge, Massachusetts, United States

- Assigned to the Corporate Legal team at Moderna, Inc.- Assisting with foreign and domestic subsidiary creation, registration and maintenance- Working with internal finance teams and commercial banks to set-up new bank accounts where necessary

Boston, Massachusetts, United States

-Complete subscription agreements and supporting documents for private equity transactions while coordinating and satisfying all KYC and AML requirements prior to closing-Create purchaser schedules for private debt transactions-Manage closing logistics for private equity and private debt transactions-Review new and existing commercial leases that are associated with mortgage based real estate -Create and review post-closing real estate documents such as SNDAs, Estoppel Certificates, Manager Consents, and Transfer of Interest Agreements-Draft and review various post-closing agreements for properties within existing real estate loans-Corporate maintenance for all entities within a new infrastructure investment portfolio

Boston, Ma

-Coordinate with VC firms and private equity funds to facilitate financing for start-up client base-Support the M&A team by drafting deal documents, coordinating closing logistics and deliverables, and assist on any required securities filings-Draft corporate maintenance documents such as board minutes and resolutions-Manage client-side and firm-side logistics for venture capital and other finance closings-Maintain positive client engagement and facilitate the growth of the firm's client base-Update company records such as capitalization tables and stock ledgers in accordance with new corporate activity

Dedham, Ma

-Specialized in adjusting casualty claims in which liability was not contested.-Performed administrative tasks within the casualty claims team.

Boston, Ma

100 Summer St. Boston, Ma

- Specialized in assisting with asbestos litigation and contacting bankruptcy trusts- Assisted in the settlement process for claims of exposure to asbestos resulting in injury- Received training in evaluating medical records such as b-readings, pathology reports, and PFTs- Performed settlement audits to evaluate client eligibility to receive settlements as large as $50,000

Albany, New York

-Reviewed medical records for details regarding procedures and administration of medication-Worked with the STI (Software Technology, Inc.) programs Practice Master, Tabs, and Worldox-Created digests of depositions-Researched medical devices-Worked on HIPAA authorization requests for receiving medical records-Created medical chronologies-Proofread and edited legal motions-Researched New York CPLR and created tables of authorities for existing precedents-Observed a 6-week medical malpractice trial in the NYS Supreme Court

Master Of Business Administration - Mba, Finance

Education record

Nanodegree, Programming For Data Science

Nanodegree focused on Programming for Data Science: 1)SQL 2)Unix Shell 3)Python 4)Version Control via Git and GitHub

Certificate Of Paralegal Studies, Gpa 3.96