Matt Conway, CFA

Experience

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  Eldorado Trading

  Oct 2006 - Sept 2007

  Eurodollar Trader

  o Traded short term interest rate calendar spreadso Profited from pricing anomalies along the yield curveo Used technical and fundamental analysis for trading decisionso Performed research on Bloombergo Completed six week trader trainee class

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  Cheiron Trading

  Jan 2008 - Aug 2012

  Energy Trader

  o Market maker in Crude Oil, Natural Gas, Heating Oil and RBOB Gasoline futures markets using “point and click” and automated execution o Exploited arbitrage trading opportunities in the energy complexo Used past price movements and volatilities to create trading strategies in the equity and agriculture futures marketso Member of Quantitative Trading Teamo Used Excel to keep daily records of portfolio’s performance. Used these performance metrics to maximize profitability of strategies Show less

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  Credit Suisse

  Aug 2012 - Mar 2016

  o Member of the Investment Committee that approves all new investments for Family Wealth Managemnt platformo Create and present asset allocation and active manager recommendations to prospective clientso Model hedging strategies using ETFs and options to protect fixed income and equity portfolios from market volatilityo Participate in quarterly update calls with equity, fixed income and alternative managers o Assist in the management of over $1 billion in assets across 10 asset classeso Responsible for trading of mutual funds, equities, options and fixed income securitieso Performed stress tests on portfolios to quantify the impacts of market eventso First point of contact for clients seeking answers to investment questionso Responsible for reviewing client portfolio performance reportso Prepare new business pitch materialo Experience using Bloomberg and Factset

  • Assistant Vice President

    Jan 2015 - Mar 2016

  • Associate Portfolio Manager

    Aug 2012 - Dec 2014
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  Morgan Stanley Private Wealth Management

  Apr 2016 - now

  Institutional Consulting Associate

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