Matt Steiger, CFA

Matt Steiger, CFA

Collateral Analyst

Followers of Matt Steiger, CFA889 followers
location of Matt Steiger, CFAGreater Minneapolis-St. Paul Area

Connect with Matt Steiger, CFA to Send Message

Connect

Connect with Matt Steiger, CFA to Send Message

Connect
  • Timeline

  • About me

    Senior Director, Head of Fixed Income Product Management: Columbia Threadneedle Investments

  • Education

    • University of Minnesota - Carlson School of Management

      2004 - 2008
      BSB Finance

      Activities and Societies: -Played on the club tennis team all 4 years. The team went to club-team nationals 2 of those years.

  • Experience

    • LaCrosse Global Fund Services (Cargill)

      Jan 2008 - Feb 2009
      Collateral Analyst

      Responded to 15-30 daily margin calls from trading counterparties worldwide. Reconciled complex portfolios on a daily basis during a volatile trading period. Performed monthly valuation and audit requests to meet investor requirements.

    • Ameriprise Financial

      Jul 2009 - Jun 2010
      Financial Advisor

      Effectively provided and put into action financial advice and solutions based on client needsand goals.Gained in-depth knowledge and experience with the following financial products; mutual funds, annuities, and a variety of insurance products.Implemented investment strategies utilizing all types of qualified and non-qualified accounts.

    • Disclosure Insight

      Jun 2010 - Aug 2011

      Conducted research on stocks and wrote specialized reports pertaining to numerous risk factors focused on the qualitative aspects of a company.

      • Institutional Account Executive

        Feb 2011 - Aug 2011
      • Equity Research Associate

        Jun 2010 - Feb 2011
    • Columbia Management

      Aug 2011 - Feb 2017

      I was part of the seven person portfolio management team that managed aprox. 25B in assets for primarily institutional clients. The strategy focused on investment grade corporate bonds issued primarily in the US.

      • Fixed Income Portfolio Analyst - Investment Grade

        Jun 2014 - Feb 2017
      • Manager of Performance Measurement

        Feb 2013 - Jun 2014
      • Performance Analyst

        Aug 2011 - Feb 2013
    • Stillwater Investment Management, LLC

      Mar 2017 - Nov 2017
      Portfolio Manager
    • Columbia Threadneedle Investments, US

      Jan 2018 - now
      • Senior Director, Head of Fixed Income Product Management

        Jan 2022 - now
      • Director, Product Management: Fixed Income

        Jan 2019 - Jan 2022
      • Senior Portfolio Analyst: Multi-Sector Fixed Income

        Jan 2018 - Jan 2019
  • Licenses & Certifications

    • Series 63

      FINRA
    • Series 65

      FINRA (Financial Industry Regulatory Authority)
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2021
    • Series 7

      FINRA
  • Honors & Awards

    • Awarded to Matt Steiger, CFA
      Chisago Lakes Half Ironman Triathlon - Jul 2009
  • Volunteer Experience

    • Finance Committee Member

      Issued by Township of St. Joseph on Jun 2016
      Township of St. JosephAssociated with Matt Steiger, CFA