Matthew Marx Email & Phone Number

New York, New York, United States

• Perform various tasks on the Corporate Finance team including maintaining our forecasting and budgeting models, preparing slide decks for Board and investor meetings, overseeing the payment/reporting of monthly expenses with the accounting team, creating Excel spreadsheets to track LTX’s platform statistics, and more.• Implemented PowerBI across LTX to automate reports which help identify potential trade opportunities on the platform, run pricing analysis for clients, discover historical platform trends, and analyze current sales strategies employed.• Collaborate with developers to ensure data architecture is efficiently organized for PowerBI to run efficiently.• Play a pivotal role to the Sales team by assisting in technical user and third-party vendor onboardings, completing due-diligence questionnaires for clients, keeping Salesforce up-to-date, conducting comprehensive testing of new product releases, managing daily client-support inquiries, and more.• Responsible for generating several internal and external reports for Sales that include client trade opportunities, live platform data, LTX activity, customer login history, and product-related announcements.• Successfully managed client/third-party testing during LTX’s migration from their on-premises database to the AWS Cloud. Testing included 80 buyside customers, 30 sell-side firms, and 5 major Order Management Systems.

New York, New York, United States

• Supported various buyside/sellside onboarding efforts including user and company account setups, counterparty mappings, dealer Salesperson mappings, customer data session integrations, Salesforce maintenance and reporting, and more.• Organize data of sellside clients’ trading history to feed LTX’s Artificial Intelligence tools.

New Orleans, Louisiana, United States

• Successfully secured a position to participate in a prestigious investment competition provided by Tulane University, where teams of four pitch a distressed debt investment thesis to a hedge fund.• Developed a robust financial model of the company Exela Technologies (NYSE: XELA), which projected the odds of the company meeting upcoming debt obligations in several different scenarios. • Ultimately recommended to invest in Exela’s 2023 Senior Secured Notes at a target price of $42, achieving 2nd place in the competition.

New Orleans, Louisiana, United States

• Applied and selected to participate in a nationally recognized securities research program in a 5-member team.• Engaged with senior management of Bristow Group (NYSE: VTOL) to gather insight about the company.• Published a thorough research report on the stock, issuing an underperform rating and 1-yr $18 Price Target.

Greater New York City Area

• Observed the procedures involved concerning an equity research deal such as the daily morning conferences, stock analysis from analysts, communication of sales pitch to the sales team, and informational calls to both the companies and clients involved in a deal• Assisted in the development of a “Summary Page,” which outlined the key operational and economic catalysts of a convertible bond offering for the sales team to pitch to hedge fund managers

Greater New York City Area

• Shadowed municipal bond traders and learned about the software and indicators (such as credit analysis ratings, yield spreads, etc.) used to analyze potential and existing positions.• Provided research on credit analysis criteria for ESG bonds. This research was used as a guideline for the Credit Analysis team to determine appropriate credit ratings for ESG municipal bonds.

Santa Monica, California

• Created a research report on opportunities involving Blockchain within the art industry for clients such as the Getty Museum and Alice Walton• Developed proficiency in vetting systems used at the firm, which helped me to identify potential clients for future projects of Vistadox• Generated market analysis reports for subscription-based E-commerce brand focusing on street wear