Matthew D. Sargent, CFA

Experience

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  The Rockaway Hunt Club

  May 2006 - Aug 2006

  Squash Pro
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  Verition Multi-Strategy Fund

  May 2009 - Aug 2009

  Summer Analyst
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  Accenture

  Nov 2010 - Dec 2011

  Analyst Consultant, Systems Integration & Technology

  •Assisted in building demand planning and supply planning system for a leading global consumer packaged goods company.•Assisted in developing a comprehensive model estimating cost, effort, and impact for 20 country, multi-year supply chain overhaul and SAP implementation for a leading global consumer packaged goods company.

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  Deloitte Consulting

  Feb 2012 - Jun 2014

  Consultant, Strategy & Operations

  •Identified and analyzed potential acquisition targets for two leading global private equity firms. Involved determining potential acquisitions’ fit within other portfolio companies, investment timeline analysis, cost reduction strategies, and growth synergy possibilities.•Solved complex business issues for multiple Fortune 500 companies across several industries: Managed Healthcare, Financial Services, Technology Media Telecom, Consumer Products, Industrials.

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  Steel Partners

  Mar 2015 - Dec 2015

  Investment Analyst MBA Intern

  •Worked with senior employees to research and identify prospective investments in both public and private markets

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  Marvel Assets Holdings

  Oct 2016 - Dec 2016

  Investment Analyst Intern

  •Researched US IPO opportunities; involved building financial models and conducting valuation research for prospective investments

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  North Elm Capital

  May 2017 - Nov 2017

  Equity Research Analyst

  •Conducted fundamental research on companies undergoing balance sheet transformations and/or a changing competitive landscape; researched companies for both long and short positions

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  Morgan Stanley

  Nov 2017 - now

  Portfolio Management Director, Vice President, Financial Advisor

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