Matthew Burd
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Matthew Burd Email & Phone Number

Portfolio Manager at Legendary Capital
Location: Fargo, North Dakota, United States 6 work roles 2 schools
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Current company
Role
Portfolio Manager
Location
Fargo, North Dakota, United States
Company size

Who is Matthew Burd? Overview

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Quick answer

Matthew Burd is listed as Portfolio Manager at Legendary Capital, a with 1 employees, based in Fargo, North Dakota, United States. AeroLeads shows a matched LinkedIn profile for Matthew Burd.

Matthew Burd previously worked as Senior Analyst, Asset Management at Legendary Capital and Investment Analyst at Legendary Capital. Matthew Burd holds Bachelor'S Degree, Finance from Concordia College.

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Email format at Legendary Capital

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Legendary Capital

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Profile bio

About Matthew Burd

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.

Listed skills include Leadership, Customer Engagement, Portfolio Management, Financial Modeling, and 5 others.

Current workplace

Matthew Burd's current company

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Legendary Capital
Legendary Capital
Portfolio Manager
Fargo, ND, US
Employees
1
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6 roles

Matthew Burd work experience

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Portfolio Manager

Current

Fargo, 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.

Jul 2024 - Present

Senior Analyst, Asset Management

Fargo, North Dakota, United States

Apr 2023 - Jul 2024

Investment Analyst

Fargo, 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.

Jun 2021 - Apr 2023

Portfolio Manager

Scheel'S Investment Fund

Moorhead, 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.

Apr 2020 - Jun 2021

Finance Accounting Intern

Fargo, 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.

Dec 2019 - Jun 2021
2 education records

Matthew Burd education

Bachelor'S Degree, Finance

- Presidential Scholarship Recipient - Scheel Investment Fund Portfolio Manager

FAQ

Frequently asked questions about Matthew Burd

Quick answers generated from the profile data available on this page.

What company does Matthew Burd work for?

Matthew Burd works for Legendary Capital.

What is Matthew Burd's role at Legendary Capital?

Matthew Burd is listed as Portfolio Manager at Legendary Capital.

Where is Matthew Burd based?

Matthew Burd is based in Fargo, North Dakota, United States while working with Legendary Capital.

What companies has Matthew Burd worked for?

Matthew Burd has worked for Legendary Capital, Scheel'S Investment Fund, and John Deere.

How can I contact Matthew Burd?

You can use AeroLeads to view verified contact signals for Matthew Burd at Legendary Capital, including work email, phone, and LinkedIn data when available.

What schools did Matthew Burd attend?

Matthew Burd holds Bachelor'S Degree, Finance from Concordia College.

What skills is Matthew Burd known for?

Matthew Burd is listed with skills including Leadership, Customer Engagement, Portfolio Management, Financial Modeling, Microsoft Office, Research, Microsoft Excel, and Customer Service.

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