Matthew Ash CFA

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.

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.

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.

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.

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.