Matthew Hoff Email & Phone Number

Boston, Massachusetts

Boston, Massachusetts

Boston

• Support and contribute to the continuous improvement of the new user and new fund set up function of the Private Equity On-Boarding Team.
• Process new fund and user set up requests.
• Communicate status of current deliverables to management and contribute to accurate updates to conversion project plans.
• Work closely with the Private Equity Risk Team to prioritize new fund set up to meet client requests.
• Ensure that all new funds are accurately tracked on the Private Equity database.
• Support all phases of the new business on-boarding process.

Harrison, NY

• Worked closely with the investment team to implement and manipulate derivatives data to construct back tests on portfolio strategies for a new actively managed ETF.
• Analyzed the firm’s models to test current options strategies for client portfolios and ETF’s.
• Performed daily monitoring of positions for clients portfolios; including but not limited to news, earnings releases, fundamental valuations and stock price performance.
• Acted as interns’ team leader and delegated assignments as requested. Collected and complied final data reports for submission to investment team.

• Invested and managed an actively traded $100,000 fund for a semester.
• Managed a $50,000 value fund for a semester.
• One of ten students selected to take part in this class.
• Specialized in analysis of Utilities and Consumer Goods Sectors.
• Learned top-down approach of selecting assets and fundamental, behavioral and technical analysis.
• Presented portfolio performance to foreign universities in China.

• Moved TIS Monitoring Tool output files from Cognos to a network shared drive.
• Analyzed data with management to enhance process that determines level of customer service being provided to users.
• Tested existing software for compatibility with next generation desktop rollout.

New York, NY

• Set-up and configured office work stations.
• Coordinated recycling and disposal of obsolete IT equipment with outside vendors.
• Performed necessary repairs to defective IT equipment, including PCs, monitors, printers, and faxes.

Enfield, CT

• Copied and collated projects for a 5-accountant firm.
• Reconciled clients’ bank statements monthly.
• Entered clients’ data into QuickBooks.
• Performed general office services, furniture installations, and reconfigurations as needed.

Master Of Science - Ms, Accounting

Bachelor Of Science - Bs, Finance