Matt Martin is an aspiring finance professional with experience in relationship management, client experience operations, and investment processes, highlighted by his recent role at BlackRock. As an AML/KYC Co-op, Matt played a pivotal role in ensuring regulatory compliance for high-profile clients, handling due diligence for institutional investors managing assets of over $6.2 billion. His work involved collaborating with client experience teams, scheduling key meetings, and onboarding major financial entities, including pension funds and non-profits, where he analyzed complex financial documentation to ensure compliance and streamlined onboarding.In addition to his work at BlackRock, Matt brings strategic insights from his roles at Endeavor Consulting Group and Guppi Sustainable Surf. At Endeavor, he contributed to SAP integration and change management initiatives, developing training materials and data tools to enhance operational efficiency. These experiences have solidified his passion for impactful client engagement, and he's thrilled to announce his return to BlackRock as a Client Experience Management (CEM) Analyst after graduation. In this new role, he looks forward to leveraging his industry knowledge to further BlackRock’s mission of delivering unmatched client experiences and investment outcomes.
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Anti-Money Laundering (Aml/Kyc) Co-OpBlackrock Apr 2024 - Sep 2024Wilmington, Delaware, United States- Worked with client experience and relationship managers to ensure client adherence to AML/KYC guidelines.- Scheduled various internal stakeholder meetings to further grasp relationship management and investment processes.- Conducted thorough customer due diligence reviews on BlackRock’s institutional clients.- Led AML onboarding for clientele including nine figure pension funds, trusts, endowments, insurance companies, non-profits, and high net worth individuals totaling $6.2B (USD) in assets under management.- Collaborated with internal stakeholders to ensure we reach our clients’ deadlines and optimize their onboarding process.- Analyzed and validated various investment and tax related legal documentation (i.e. Investment Management Agreement, Trust Agreement, Certificate of Incumbency, Authorized Signature List, W-9, CRS Forms, etc.). -
Business Strategy Co-OpGuppi Jul 2023 - Aug 2023Wildwood, New Jersey, United States- Collaborated directly with the founder and CEO to formulate and refine early-stage business strategies for optimal growth.- Strengthened wholesale relationships through store visits and built new connections at company events.- Analyzed financial performance, including profits and expenses, to support the company’s financial health during its initial phase.- Utilized revenue data to identify and leverage the most profitable sales channels across storefronts, pop-ups, and e-commerce. -
Sap Consulting Co-OpEndeavor Consulting Group, Llc Mar 2023 - Jun 2023Paoli, Pennsylvania, United States- Partnered with clients to identify and gather business requirements, fostering strong relationships and delivering tailored solutions.- Led meetings with client executives to consult on and integrate SAP systems, ensuring alignment with business objectives.- Worked with the change management team to develop SAP training materials, boosting user adoption and system efficiency.- Developed best practice flow charts, data-driven spreadsheets, and comprehensive documentation to support various client needs and improve operational processes. -
Drexel University Student ConsultantBord Na Móna Sep 2022 - Dec 2022Dublin, County Dublin, Ireland- Created an economic model with secondary data to analyze the financial impacts of green hydrogen in the U.S. and Ireland.- Collaborated on market, stakeholder, and economic analysis to support green hydrogen implementation strategies.- Assessed client needs and delivered a final presentation to the Head of Renewable Energy, showcasing key insights and recommendations. -
International Consulting Co-OpWorldupstart Apr 2022 - Sep 2022Philadelphia, Pennsylvania, United States- Collaborated with clients to gather business system requirements, foster strong relationships, and deliver effective solutions.- Facilitated meetings with client executives to consult and integrate SAP systems.- Partnered with the change management team to design SAP training materials, focusing on global applicability and user adoption.- Created best practice flow charts, data-driven spreadsheets, and detailed documentation to support clients’ varied needs and enhance global operations.
Matt Martin Skills
Matt Martin Education Details
Frequently Asked Questions about Matt Martin
What is Matt Martin's role at the current company?
Matt Martin's current role is Incoming Analyst at BlackRock | Senior at Drexel University | Finance and Entrepreneurship | Division 1 Student-Athlete.
What schools did Matt Martin attend?
Matt Martin attended Drexel University's Lebow College Of Business.
What skills is Matt Martin known for?
Matt Martin has skills like Communication, Microsoft Office, Creative Problem Solving.
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