MATTHEW WOOD
Senior Lead Analyst
Boston,MA
Summary
Organized and dependable Senior Analyst with exceptional teamwork, leadership and communication skills. Over 5 years of experience working on large-scale projects as well handling daily operational requests. Exceptional technical understanding to meet project deadlines.
Overview
3
3
years of professional experience
1
1
year of post-secondary education
Work History
Northeast Lead Analyst
Aon
11.2021 - Current
- Contributed to development of long-term strategic plans through comprehensive industry trend analysis and forecasting models.
- Leveraged advanced analytics techniques to uncover hidden patterns in large datasets, enabling more effective targeting of sales and marketing efforts.
- Drive and measure new business operations and initiatives across Northeast
- Develop and maintain pipeline composition reporting functionalities that reflect forecasted and ultimately recognized sales revenue, working closely with U.S. Finance to maintain accurate revenue pipelines
- Ensure accurate reporting of $300M+ budget for entire Northeast to ensure we hit revenue goal
- Empowered colleagues with relevant training programs tailored specifically for their roles as Business Analysts.
- Presented findings from complex analyses to executive leadership in easily digestible format, driving strategic decision making based on data-driven insights.
Investment Analyst
BlackRock Investments
6 2019 - 11.2021
- Use data sets and pitch decks to conduct presentations, whether virtual or in person, to ultra-high net worth or high net worth clients to validate client's current investment strategies and portfolios
- Retain current business by building external reciprocal relationships with shareholders, financial advisors, wealth management advisors, and other members of high influence
- Overcame high pressure situations in various conversations with high net worth clients to ensure fund performance would rebound in tough economic times
- Managed team of 6+ specialists to increase survey scores for BlackRock
- Work across department with product development, research, investor relations, and operations teams to provide up to date information on mutual fund products to attract potential new investors
- Encouraged individual shareholder's and financial advisors to take their book of business into company by assisting with presentation events and annual meetings, along with production of prospectus reports
Education
MBA -
Salve Regina University
Newport, RI 09.2018 - 05.2019
Bachelor of Science - Business Administration
Salve Regina University
Newport, RI05.2018
Skills
Training and mentoring, Collaboration, Project Management, Customer Relationship Management, Microsoft Office, Data Analysis
Timeline
Northeast Lead Analyst
Aon
11.2021 - Current
MBA -
Salve Regina University
09.2018 - 05.2019
Investment Analyst
BlackRock Investments
6 2019 - 11.2021
Bachelor of Science - Business Administration
Salve Regina University