Matthew Cavanaugh
Floral Park
Summary
Experienced investment banking professional skilled in data analysis and project management, dedicated to enhancing process efficiencies and ensuring regulatory compliance. Successfully collaborated with cross-functional teams to accelerate transaction timelines, enhance processes, and optimize reporting, resulting in superior data accuracy and reduced operational risks.
Overview
25
25
years of professional experience
Work History
Data Analyst, Securitized Products Group
Pride One, placed at Morgan Stanley
New York
09.2019 - 05.2025
- Utilized proprietary collateral analysis system to analyze and evaluate loan portfolios available for purchase. This included performing data integrity checks, ensuring data integrity and alignment with internal systems, evaluating cash flows and velocities, running the portfolio data through the firm's pricing model to help determine appropriate bid levels, and generating a variety of customized reports for the trading desk, senior management, and various other key stakeholders, all while mitigating risk and ensuring adherence to bank regulations and credit policies.
- Collaborated with trading desk, contract finance, diligence, information technology, operations, and asset management teams to expedite execution of residential mortgage loan transactions.
- Collaborated with internal trading, structuring, diligence, and capital markets teams to support the execution of residential mortgage-backed securities.
- Oversaw daily loan portfolio offerings, bid analysis, trades, and reporting while training a global team across three locations.
- Specialized in the preparation and submission of the Federal Reserve's CCAR Y-14M report, including performing data collection, analysis, and validation, while ensuring accuracy and integrity of monthly submission. Maintained an up-to-date knowledge of industry standards and techniques related to CCAR Y-14M reporting requirements.
- Streamlined and automated bid analysis process, enhancing responsiveness to market opportunities.
- Hosted daily transaction meeting with global team to discuss all upcoming transactions, ensuring timeliness, and troubleshooting emerging issues. Led global monthly projects meeting to provide status updates and assign new projects.
- Performed research and coordinated responses for various internal and external regulatory, rating agency, and audit requests.
Vice President, Strategic Projects
Morgan Stanley
New York
12.2015 - 09.2019
- Senior business analyst and functional change lead who onboarded the firm's residential mortgage loan portfolios (approximately 50k individual loans worth approximately $30bn) to the newly created Detailed Sub Ledger.
- The DSL program was a front-to-back reconciliation of processes and systems to address serious regulatory issues. It created a single source view of point-in-time balance sheet, off-balance sheet, and referential data stores for firmwide loan populations to support regulatory, credit, and RWA/capital reporting/calculations. It eliminated the need to reconcile and maintain previously separate data stores, created consistency between Finance, Credit, and upstream risk systems, improved data quality, provided consistency between regulatory reports, and significantly reduced the number of previously performed manual processes and adjustments, therefore substantially reducing any associated risk. The onboarding process entailed gathering, detailing, and documenting a list of over 300 financial and non-financial attributes from various teams (product control, credit, regulatory reporting, global disclosure group, etc.).
- Analyzed processes, identifying opportunities to shorten month-end close from 5 days to 4 days.
Vice President, Fixed Income Product Control
Morgan Stanley
New York
07.2002 - 11.2015
- Co-led Securitized Products product control group, enhancing oversight and collaboration.
- Managed all residential products, including residential whole loans, new issue agency/non-agency CMOs, and the legacy mortgage proprietary trading desk, which included ABS, CDO, CLO, CMBS, and all residential mortgage products.
- Directed accounting and finance projects, ensuring alignment with strategic goals and compliance.
- Researched and coordinated responses for legal and regulatory requests, safeguarding firm's reputation and mitigating liability.
- Established close working relationship with the respective trading, operations, and accounting policy personnel while maintaining strong internal control mechanisms.
- Prepared and coordinated quarterly stress testing analysis, liaising with front office, accounting policy, and auditors.
- Reconciled month end close, including revenue and balance sheet accounts, ensuring accounts and accruals will be accurately reflected in the firm's general ledger and financial statements.
- Provided daily, weekly, monthly, and quarterly commentaries explaining significant revenue gains/losses, as well as balance sheet fluctuations.
- Worked closely with accounting policy and external audit to implement procedures and data capture process relating to new accounting rules (FAS 166/167) and the related eliminations of QSPE's.
- Coordinated with COO of business unit regarding data integrity for balance sheet forecast to ensure accurate funding assumptions.
- Interacted with internal and external audit teams.
- Performed price review to ensure accuracy of trader's marks.
- Performed the annual Sarbanes-Oxley compliance assessment and mapped inventory for Y9C and TARP disclosures.
Product Controller, Equity Derivatives
Deutsche Bank
New York
09.2000 - 06.2002
- Analyzed daily P&L to identify key trends and variances for informed decision-making.
- Reconciled month end close, including revenue and balance sheet accounts, ensuring accounts and accruals will be accurately reflected in the firm's general ledger and financial statements.
- Performed price review to ensure accuracy of trader's marks.
- Provided commentaries on daily, weekly, and monthly performance, highlighting significant gains and losses to support strategic initiatives.
- Coordinated review and analysis of operational data to identify trends and inform senior management reporting.
Product Controller, Fixed Income
J.P. Morgan
New York
12.1999 - 08.2000
- Analyzed daily P&L to identify trends and variances for informed decision-making.
- Reconciled month-end close for revenue and balance sheet accounts, delivering detailed commentary on significant gains, losses, and operational trends for senior management.
- Reviewed prices for accuracy of trader's marks, ensuring compliance with valuation standards.
Education
Bachelor of Business Administration - Finance
James Madison University, College of Business
Skills
- Data analysis and governance
- Project management
- Regulatory compliance
- Process optimization
- Cross-functional collaboration
- Risk assessment
- Leadership
- Adaptability
- Product knowledge
- Attention to detail
- Problem solving
- Time management
- Critical thinking
- Effective communication
Timeline
Data Analyst, Securitized Products Group
Pride One, placed at Morgan Stanley
09.2019 - 05.2025
Vice President, Strategic Projects
Morgan Stanley
12.2015 - 09.2019
Vice President, Fixed Income Product Control
Morgan Stanley
07.2002 - 11.2015
Product Controller, Equity Derivatives
Deutsche Bank
09.2000 - 06.2002
Product Controller, Fixed Income
J.P. Morgan
12.1999 - 08.2000
Bachelor of Business Administration - Finance
James Madison University, College of Business