Matt Cohen
Melbourne,Victoria
Overview
13
13
years of professional experience
Work History
Associate Director, Sustainability Specialist
IFM Investors
06.2023 - Current
- Responsible for the Diversified Credit ESG Diligence process
- Designed and implemented an enhanced framework for analyst use as part of diligence, incorporates a risk factors dashboard and sector-based screen to diagnose risk issues, customisable diligence agenda, enhanced climate framework to capture transition risks, PCAF emissions measurement, risk materiality assessment framework, ESG metric framework, risk conclusion and output framework to inform investment committee decisioning
- Peer reviewing diligence assessments and input on sustainability issues in investment committee
- Team capability uplift
- Policy and procedure design
- Regulatory reporting
- Client presentations, reporting and outreach
- Client RFP responses
- Stewardship
- Net Zero IIGCC implementation contribution
- Portfolio emissions foot printing
- Strategy contribution, implementation and advocacy
- Ancillary projects, for example: Physical climate risk uplift, Modern Slavery, Reporting Frameworks
Associate Director
IFM Investors
09.2021 - Current
Associate
IFM Investors
09.2019 - 09.2021
Investment Analyst
IFM Investors
08.2017 - 09.2019
- Prospective Investment analysis/appraisal, including: leading deal teams, issuer & arranger interface, transaction/commercial structuring, term/s negotiation, company/investment/financial/sector due diligence, ESG analysis
- Preparing credit papers and making ultimate investment recommendations to investment committees
- Input into sector specific commentaries/analysis/portfolio-based research and stress testing etc
- Client presentations and outreach
- Ancillary projects
- One analyst direct report
- Portfolio Surveillance/Annual reviews of existing holdings
Associate, Corporate & Infrastructure Ratings
S&P Global
10.2016 - 08.2017
- Primary Rating Analyst for a portfolio of Corporate and Regulated Utility/Infrastructure credits
- Responsible for all credit analysis related activities across assigned portfolio, including but not limited to: Preparation of financial forecasts, complex stress testing/modelling, recovery analysis
- Oversight and direction of rating analysts/analytical support staff as part of rating analysis
- Preparation of analysis for and presentation to internal rating committees including application of S&P methodologies and criteria
- Conducting management meetings with senior staff across the portfolio
- Preparation of rating reports and media releases
- Participation in sector specific research and publications
- Participation in Rating Committee’s across broader portfolio
Structured Finance Ratings Analyst
S&P Global
07.2014 - 10.2016
- Analyst of Structured Finance transactions across various structured credit asset classes
- Analytical process includes (but is not limited to): issuer interaction, application of various asset specific and broader S&P credit rating criteria, credit analysis/modelling of varying asset pools, cash flow modelling, legal structure/transaction document analysis/interpretation, presentation to rating committees
- Preparation of market and sector commentaries e.g
- Quarterly Australian ABS Performance Watch
- Participation in Operational Reviews/Management meetings
- Market participant outreach
Business Analyst
Melbourne Water
11.2012 - 07.2014
- Treasury Management: management of a $4billion debt portfolio
- Scenario modelling: Complex Business Plan modelling (including as part of the regulatory price setting process – 5 yr scenarios/budgets), cost of debt forecasting/modelling, Cashflow/profit forecasting/modelling, earnings at risk modelling, financial risk modelling, budget modelling as well as ad-hoc scenario modelling as required
- Stream Lead of the Financial Risk Management portion of the Financial Sustainability Strategy –stream involved the development of a strategy to hedge against the regulatory cost of debt as part of the regulatory framework, as well as developing an updated overarching Financial Risk Policy encompassing business wide financial risks
- Cash Flow/Treasury/Financial Risk variance analysis and reporting
- Business Case analysis and appraisal – included NPV/discounted cash flow and IRR analysis
- Financial Risk assessments as part of tendering/contracting processes
- Corporate Plan coordination: Assisting in the coordination of the business wide annual Corporate Planning process – includes: consolidation and analysis of business wide budgets ($400m in OPEX p.a.) as well as building the budgeting model and modelling outcomes, presentations to key management stakeholders at General Manager level, development of timetables and key responsibilities etc
- Working group member for the development of the Melbourne Water energy strategy
Management Accountant/Asset Accountant
Melbourne Water
10.2011 - 11.2012
- Management Accountant for the People & Safety team – duties include: monthly reporting, variance analysis & commentary, presentation of monthly reports to management, yearly budgeting, water plan five year budgets – dealing with our pricing & regulatory department, quarterly forecasting, monthly half & full year reconciliation’s etc
- Asset Accountant – duties include: infrastructure asset revaluations and modelling, asset registry maintenance for the $9 billion asset register, monthly reporting/variance analysis, asset reconciliation’s, depreciation/revaluation forecasting/modelling
- Member of the Carbon Price Working Group & the Intranet Redevelopment Project
Education
CPA -
CPA Australia
01.2015
Bachelor of Business - Accounting, Economics/Finance
Swinburne University of Technology
01.2011
Skills
- Project Management
- Strategic leadership
- Analytical Thinking
- Coaching and Mentoring
Professionalmemberships
- 2009-2010, Board member of the Swinburne University Lilydale Finance Society
- 2008-2010, Student member of CPA Australia
- 2015, Member of CPA Australia
Personal Information
Date of Birth: 09/15/87
References
Available upon request
Timeline
Associate Director, Sustainability Specialist
IFM Investors
06.2023 - Current
Associate Director
IFM Investors
09.2021 - Current
Associate
IFM Investors
09.2019 - 09.2021
Investment Analyst
IFM Investors
08.2017 - 09.2019
Associate, Corporate & Infrastructure Ratings
S&P Global
10.2016 - 08.2017
Structured Finance Ratings Analyst
S&P Global
07.2014 - 10.2016
Business Analyst
Melbourne Water
11.2012 - 07.2014
Management Accountant/Asset Accountant
Melbourne Water
10.2011 - 11.2012
CPA -
CPA Australia
Bachelor of Business - Accounting, Economics/Finance
Swinburne University of Technology
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