Skip navigation

Matthew Ash CFA

Bis 2022, Equity Trader, Portfolio Implementation and Analysis, Citadel Investment Services

Skills

Hedge Funds
Financial Analysis
Finance
Equities
Investment
Trading
Investment management

Timeline

Professional experience for Matthew Ash CFA

  • Current 3 years and 3 months, since Apr 2022

    Equity Research (Full-time)

    Stifel Europe Bank AG

    Collection of available quantitative, qualitative, and ESG data sources to engineer financial models and investor education reports to build investment cases. Assimilation of this data allows for effective verbal and formally written communication with internal sales departments and external investors. Participation in IPOs & research initiations, timely maintenance of revenue, earnings & valuation models. Blending capital market knowledge and research with big data processing and problem-solving skills.

  • 5 years and 11 months, Jun 2016 - Apr 2022

    Equity Trader, Portfolio Implementation and Analysis

    Citadel Investment Services

    An active hands-on role, trading equity for private share portfolios, on an execution only, bespoke and model portfolio basis. The role requires responsible analysis and modeling of data to ensure any trade meets the requirements of Citadel and that of the client, ensuring best execution. All portfolio implementation includes portfolio analysis of performance, tax, cash flow management and model dispersion.

  • 1 year and 5 months, Jan 2015 - May 2016

    Middle Office Hedge Fund Administration and Accounting

    IDS Fund Services

    Middle Office Hedge Fund Administration and Accounting. Liaised between Fund Managers, Prime Brokers and other stakeholders in the trading process. Analysis and manipulation of big data, developing and delivering in-depth reports for trading and management purposes. Exposed to many facets of the financial services industry.

  • 1 year and 7 months, Jul 2013 - Jan 2015

    Market Data Administrator

    IDS Fund Services

    Day to day Data capturing and processing. Maintained Hedge Fund accounting database and developed reports. Used Bloomberg Terminal to monitor and analyze real-time financial market data and assist in placing trades. Performed Price Scrubbing as well as undertaking security pricing and assessment.

Educational background for Matthew Ash CFA

  • 2 years and 8 months, Jul 2020 - Feb 2023

    Accounting & Finance

    IUBH Internationale Hochschule

  • 3 years and 6 months, Apr 2016 - Sep 2019

    Chartered Financial Analyst

    CFA Institute

  • 3 years and 10 months, Feb 2009 - Nov 2012

    Investment management

    Stellenbosch University

    University of Stellenbosch, Bcom Majored in Investment Management, followed by Financial Management, received an invitation (qualified and invited) to do post-graduate but opted to gain work experience and begin CFA studies.

Languages

  • English

    First language

  • Afrikaans

    Fluent

XING – The jobs network

  • Over 1 million jobs

    Find just the right job for you on XING.

  • Job offers just for you

    Get found by employers and over 20,000 recruiters.

  • 22 million members

    Connect with new people and gather inspiration to boost your working life.

  • Free membership

    Basic membership is free, but the opportunities are priceless.

Browse over 21 million XING members