Matthew Loster

Experience

• 

  PlanMember Financial Corporation

  Jan 2013 - Aug 2014

  Relationship Manager/ Service Representative

  • Quickly promoted with responsibility for the installation and conversion process of new plan sponsors, serving as their main point of contact and ensuring all standards and deadlines were met. • Supported success of a diverse client base by researching and resolving financial questions and issues.• Leveraged understanding of management and stakeholders needs to help define processes, tools, standard operating procedures, and policies while providing industry knowledge to shore up gaps for the business line.• Communicated service expectations, conversion procedures, and timing standards to plan sponsors.• Received "Top Client Support" award for 6 consecutive quarters in recognition of high-quality service delivery.• Codified company policies and procedures in wiki that reduced procedural errors and increased interdepartmental communication. Show less

• 

  Callan

  Aug 2014 - now

  • Created a company-wide API that powers analysis on over $2 trillion in assets. Gathered business requirements from key stakeholders to drive functional and technical design, and collaborated with engineering teams to implement. • Drove $500K in new revenue by building out private equity architecture and developing alternative assets' metrics.• Provided actionable insights for clients and internal teams by building analytics with data visualizations.• Saved hundreds of hours per year by automating manually entered data points and creating data pipelines to organize and improve quality of data.• Evangelized Callan’s research capabilities by researching and co-authoring papers on financial and data concepts. • Created an analytics platform and data collection website for thousands of internal and external users through collaboration with an external design firm and internal engineering team Show less • Integrated business and data analyses to define goals, drive cross-departmental alignment, execute database design, test quantitative analysis, and communicate impact of financial metrics. • Positioned Callan ahead of industry trends through integration of 3 distinct Collective Investment Trust data sets to create unparalleled research database.• Redefined peer group calculations that compared relative portfolio performance and fees--the most widely used metric--by evaluating competitors' methodology, researching impact, and implementing redefined framework• Reduced quarterly data errors by 10% through innovative design of quality control checks.• Onboarded external data sources, providing competitive marketplace analytics and actionable research for clients. Show less • Analyzed institutional clients' portfolios and articulated implications through performance reports to drive awareness of c¬omparative industry ranking. Expanded role to encompass research efforts and department training.• Worked directly with clients and consultants to suggest and implement performance attribution, adjusted asset allocation rankings, and custom metrics on over $30B in assets.• Data-mined, analyzed, and co-authored a research paper on corporate discount rates and fixed income allocations to educate customers and further market the Callan brand.• Reduced employee onboarding time by 10% through the creation of concise, educational PowerPoint presentations and by leading engaging, targeted training sessions. Show less

  • Senior Vice President and Manager

    Mar 2022 - now

  • Vice President and Manager

    Jan 2021 - Mar 2022

  • Vice President- Measurement Development

    Mar 2018 - Jan 2021

  • Senior Analyst- Measurement Development

    Oct 2015 - Mar 2018

  • Analyst

    Aug 2014 - Oct 2015