Matt Hawgood
Perth
Summary
Self-motivated investment analyst with strong background in financial modelling and detailed investment and portfolio analysis. Pragmatic, high-level thinker with excel, python and trading knowledge, and ability to learn quickly.
Overview
2
2
years of professional experience
Work History
Investment Analyst
Koda Capital
09.2022 - Current
- Curated Internal portfolio management and monitoring tools to centralize and distil client investment and portfolio data.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients' financial goals and risk tolerance levels.
- Enhanced portfolio performance by conducting thorough investment research and analysis.
- Conducted detailed investment analysis, calculations and reports.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
- Developed comprehensive financial models to support investment decisions for diverse clientele.
- Coordinated with financial advisors to develop long-term investment strategies.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
Research Associate
Redwood Wealth Alliance
03.2022 - 09.2022
- Managed complex databases to ensure accuracy and accessibility of critical information.
- Gathered and organized information for research purposes.
- Contributed to the development of innovative investment products catering to evolving client needs.
Education
Bachelor of Commerce - Finance And Financial Planning
Curtin University
Perth, WA10.2022
Skills
- Excel proficiency (Modelling, VBA, Power Query)
- Fundamental understanding of Python (data collection, analysis and trading execution/implementation)
- Working knowledge of Macro economics and Market microstructure
- Portfolio management and analysis
- Fundamental research and reporting for maintenance of direct equity portfolio
- Financial statement analysis
Accomplishments
Constructed and curated data aggregation and analysis tool for portfolio visualisation, management and rebalancing for HNW wealth advisers.
Assisted in winning a $100M client portfolio by providing detailed portfolio attribution breakdown and comparative analysis to assist in forward looking optimization.
Timeline
Investment Analyst
Koda Capital
09.2022 - Current
Research Associate
Redwood Wealth Alliance
03.2022 - 09.2022
Bachelor of Commerce - Finance And Financial Planning
Curtin University
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