Matt Carlson Email & Phone Number

Minneapolis, MN, US

Minneapolis, Minnesota, United States

Minneapolis, Minnesota

Minneapolis, Minnesota

Downers Grove, IL

• Manage the Operations team in Downers Grove, IL and New York, and indirectly oversee a team in Hyderabad, India.
• Counsel the Portfolio Managers and Traders on cash decisions via a self-designed process for calculating available and net cash balances for mutual funds/CLOs/SMAs.
• Direct the compliance reporting process for each of the CLO funds and multiple daily retail funds.
• Coordinate projects such as system upgrades with IT, vendors, clients, and trustees to help create efficiency for each of the groups and also to provide opportunities for RFPs to potential clients.
• Escalation contact for trustees, agents, clients, etc. for issues throughout the operations department as well as within the business unit.
• Apply expert Microsoft Excel knowledge to redesign processes with VBA macros, which has increase the efficiency and effectiveness of multiple processes.Accomplishment Examples:

Downers Grove, IL

Downers Grove, IL

Downers Grove, IL

Downers Grove, IL

• Participated in the due diligence process of multiple property acquisitions and dispositions by calculating CAM reconciliations, creating financial models including NPV/IRR, ARGUS DCF valuation models, and lease.
• Analyzed property information, financial statements, and leases for acquisitions involved in 1031/1033 Exchanges and Alternative Investment proposals throughout the United States. Analysis included travel to multiple.
• Reviewed property management reports, financial statements, capital budgets, and profit plans for the many properties held in the Kemper portfolio as well as the Real Estate Division as a whole.
• Valuated currently owned properties and properties under consideration ranging from $100K to $110M and square footage up to 540,000 SF in order to contribute to the Real Estate division’s decision making processes.
• Reconciled transaction and wire payment reports in order to verify the accuracy of the daily activity in the Treasury department.
• Processed investment transactions through the creation of trade tickets, maintenance of the trading database, as well as the thorough involvement with the bank to facilitate the settlement of all trades.

Mba, Finance, Real Estate Finance & Investment

Graduated with Distinction

Ba, Finance

Minor in Entrepreneurship