Matthew Ross

Experience

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  Fidelity Investments

  May 2009 - May 2011

  Financial Analyst

  • Accountable for a five year strategic plan for business units in Workplace Investing; Developed model logic and managed the utilization of the plan by other analysts.• Simplified and automated the Fidelity Workplace Investing Plan Services reporting infrastructure; Created new financial architecture by writing excel macros and consolidating previously constructed reports.• Designed Oracle based data visualization system to enable dynamic analysis on key processes within Workplace Investing. Show less

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  Wellington Management

  May 2011 - Jan 2024

  • Analyze investment performance attribution and evaluate investment returns and risk characteristics relative to stated expectations and client objectives• Advise internal constituents on customized investment requirements that need to be incorporated into client portfolios• Work with portfolio managers to create presentation materials and investment commentary for clients on a regular and ad hoc basis• Developed the fixed income reporting infrastructure for a $20 billion transition of fixed income assets, overhauling fixed income reporting for the client to reflect current data calculation methodologies and best practices Show less

  • Global Industry Analyst

    Oct 2019 - Jan 2024

  • Research Associate

    Jul 2013 - Oct 2019

  • Client Service Analyst

    May 2011 - Jul 2013
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  Block

  Jan 2024 - now

  Director - Investor Relations