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:• Reengineered and implemented numerous processes to allow the senior loan team to take on new processes and have increased the level of contribution the team is able to provide to the division.• Coordinated the growth of compliance reporting for CLOs along with multiple daily retail funds. Transitioned the process into a multi-step layout with each person in the operations team involved in some capacity to provide for better development of the members as well as backup in peak periods.ll• Constructed reporting for FX Forwards/Spots that has become a primary tool for the traders and portfolio managers and has allowed the team to determine daily compliance for each of the funds investing in multicurrency positions.• Directed the transition of copious responsibilities to the Hyderabad, India team as well as the Pricing division in Houston, TX.

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 analyses/abstracts.• 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 locations for assessment. • 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