Matthew Kawashima, Ctp Email & Phone Number

Placentia, CA, US

Irvine, California, United States

Irvine, California, United States

Irvine, California

Irvine, California

Fullerton, California

• Managed the fixed income portion of a portfolio with $1.5 million in net assets for the CSUF Philanthropic Foundation.
• Performed top-down analysis to determine appropriate fixed income sectors and industries based on multiple economic factors.
• Utilized Bloomberg terminals for purposes of analyzing individual securities and funds, and economic analysis.
• Ensured that decisions made by the team align with the constraints outlined in the investment policy, per our fiduciary duty.

Fullerton, California

• Facilitate discussions at each meeting to share knowledge of current economic events and investment opportunities between the team directors, analysts, and junior analysts.
• Update and manage the SMIF portfolio to guarantee compliance with the CFAOC investment guidelines.
• Utilize Bloomberg API functions and macros in excel to improve efficiency and create a more user-friendly interface for the electronic portfolio.

Fullerton, California

• Gained insight of different types of fixed income funds, and types that are suitable in different economic environments.
• Utilized Bloomberg terminals to research and analyze equity and fixed income securities.
• Presented buy or sell recommendations of securities or funds to be added to the portfolio.
• Analyzed different economic indicators and policies, and their impact on the bond market.

Orange County, California Area

• Worked with a group of analysts and associates to consult with private equity firms looking for M&A advisory services
• Performed extensive research in certain industries to compile lists of acquisitive private companies
• Performed multiple tasks that required the balancing of time-sensitive priorities while maintaining above-par due diligence

• Participated in a rotational program that gave me exposure to different areas of corporate finance: cash management, accounts payable, and budgeting.
• Assisted in the preparation of an annual $150 million budget using Microsoft Access.
• Processed invoices and created vendors using PeopleSoft Financials.
• Created pivot tables in Excel to organize data entries.

Fullerton

Performed shift lead procedures that involved training new employees under company policy, supervising the work station, and processing mid and end-of-day sales in excel.