Matthew Burd

Matthew Burd Email and Phone Number

Portfolio Manager @ Legendary Capital
Fargo, ND, US
Matthew Burd's Location
Fargo, North Dakota, United States, United States
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.

Matthew Burd's Current Company Details
Legendary Capital

Legendary Capital

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Portfolio Manager
Fargo, ND, US
Employees:
1
Matthew Burd Work Experience Details
  • Legendary Capital
    Portfolio Manager
    Legendary Capital
    Fargo, Nd, Us
  • Legendary Capital
    Portfolio Manager
    Legendary Capital Jul 2024 - Present
    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.
  • Legendary Capital
    Senior Analyst, Asset Management
    Legendary Capital Apr 2023 - Jul 2024
    Fargo, North Dakota, United States
  • Legendary Capital
    Investment Analyst
    Legendary Capital Jun 2021 - Apr 2023
    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.
  • Scheel'S Investment Fund
    Portfolio Manager
    Scheel'S Investment Fund Apr 2020 - Jun 2021
    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.
  • John Deere
    Finance Accounting Intern
    John Deere Dec 2019 - Jun 2021
    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.

Matthew Burd Skills

Leadership Customer Engagement Portfolio Management Financial Modeling Microsoft Office Research Microsoft Excel Customer Service Microsoft Powerpoint

Matthew Burd Education Details

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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