As a Senior Analyst at Legendary Capital, I am passionate about investing and the private markets. I have been involved in the deal process from beginning to end, underwriting potential acquisitions, evaluating deal structures, and performing due diligence. I have also contributed to the market and property research, identifying and analyzing opportunities across various sectors and geographies. I have also obtained the Series 22 and Series 63 certifications from FINRA, demonstrating my knowledge and skills in the securities industry.I am always eager to learn and grow as a professional, and I value collaboration, integrity, and excellence in my work. Outside of my career, I enjoy watching sports, exploring the outdoors, and having fun with friends. I am always open to connecting and chatting with people who share my interests and goals.
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Portfolio ManagerLegendary CapitalFargo, Nd, Us -
Portfolio ManagerLegendary Capital Jul 2024 - PresentFargo, North Dakota, United States• Leads the management of a portfolio of hospitality assets.• Supervise and mentor a team of analysts, providing guidance, performance feedback, and professional development. • Drive strategic investment decisions through advanced financial modeling and comprehensive market analysis.• Develop and refine individual and portfolio pro-forma cash flow models and return projections.• Prepares and presents investment committee memos, business plans, and asset-strategy reports to senior leadership.• Oversee the preparation and timely delivery of monthly and quarterly portfolio analytics and reporting.• Lead dispositions, including identifying potential buyers, preparing marketing materials, and negotiating sale terms.• Manage renovation projects (PIP’s) at properties; including selecting project managers, negotiation with brand regarding scope of work, sourcing of financing, and identifying value add opportunities. -
Senior Analyst, Asset ManagementLegendary Capital Apr 2023 - Jul 2024Fargo, North Dakota, United States -
Investment AnalystLegendary Capital Jun 2021 - Apr 2023Fargo, North Dakota, United States• Underwrites investment opportunities by doing extensive market research and financial modeling, including DCF’s and creating market projections.• Conducts fundamental research and takes an active role in managing the overall acquisitions process. Creates and presents investment recommendations and due diligence findings to the executive team.• Visible to outside stakeholders, daily communication with owners, lenders, and brokers. Participates in industry conferences, site visits, and T&E events, establishing and maintaining fruitful relationships. -
Portfolio ManagerScheel'S Investment Fund Apr 2020 - Jun 2021Moorhead, Minnesota, United States• Led a student run investment fund that outperformed the S&P by 28%, conducted due diligence on investments, created DCF’s for potential investments, and made investments in the stock market.• Developed and created an ESG centered investment platform, making it one of the first student led investment funds to adhere to ESG investment criteria.
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Finance Accounting InternJohn Deere Dec 2019 - Jun 2021Fargo, North Dakota Area• Developed mastery of Excel skills, combined with a deeper understanding of corporate finance including developing forecasts, tracking variance, and assisting with day to day work essential to business.• Gained experience collaborating in a team environment, and meeting deadlines to contribute to the company’s success.
Matthew Burd Skills
Matthew Burd Education Details
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Finance
Frequently Asked Questions about Matthew Burd
What company does Matthew Burd work for?
Matthew Burd works for Legendary Capital
What is Matthew Burd's role at the current company?
Matthew Burd's current role is Portfolio Manager.
What schools did Matthew Burd attend?
Matthew Burd attended Concordia College, Shanley High School.
What skills is Matthew Burd known for?
Matthew Burd has skills like Leadership, Customer Engagement, Portfolio Management, Financial Modeling, Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Powerpoint.
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Matthew Burd
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1taylorcorp.com
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