Matthew Dallas
Fort Worth,TX
Summary
Proven leader at Fidelity Investments, adept in complex problem-solving and team leadership. Excelled in optimizing operational efficiency and enhancing team productivity. Achieved significant improvements in daily task delivery and employee engagement, demonstrating exceptional time management and decision-making skills.
Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive success. Track record of fostering productive work environments and achieving set goals.
Overview
10
10
years of professional experience
Work History
Manager, Fund Pricing
Fidelity Investments
06.2023 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Valuation Analyst
Fidelity Investments
11.2021 - 06.2023
- Contributed to the development of internal best practices and guidelines, promoting consistency across the team and enhancing overall valuation quality.
- Optimized resource allocation, utilizing advanced statistical methods to analyze large datasets efficiently.
- Presented findings to senior management, effectively communicating key insights and strategic recommendations.
Fund Operation Analyst IV
Fidelity Investments
06.2021 - 06.2021
- Managed multiple projects simultaneously while maintaining strict deadlines, ensuring successful completion.
- Monitored and was point of escalation for emails with internal and external business partners.
- Improved operational efficiency by identifying and implementing process improvements and streamlining workflows.
- Onboarded and trained analyst for centralized recon tasks.
Fund Operations Analyst III
Fidelity Investments
06.2016 - 06.2021
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Optimized operational efficiency by analyzing and streamlining processes.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
Fund Operations Analyst II
Fidelity Investments
11.2014 - 06.2016
- Optimized operational efficiency by analyzing and streamlining processes.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Reconciled cash between internal accounting system and custodians
Education
MBA - Master's Degree in Business Administration
Texas A&M University - Central Texas
Killeen, TX05-2014
Bachelor of Science - Economics
Texas A & M University
College Station05-2010
Skills
- Team leadership
- Time management
- Decision-making
- Complex Problem-solving
- Staff training and development
VBA
Created and enhanced UDAs to help streamline work.
Timeline
Manager, Fund Pricing
Fidelity Investments
06.2023 - Current
Valuation Analyst
Fidelity Investments
11.2021 - 06.2023
Fund Operation Analyst IV
Fidelity Investments
06.2021 - 06.2021
Fund Operations Analyst III
Fidelity Investments
06.2016 - 06.2021
Fund Operations Analyst II
Fidelity Investments
11.2014 - 06.2016
MBA - Master's Degree in Business Administration
Texas A&M University - Central Texas
Bachelor of Science - Economics
Texas A & M University
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Louis PooleLouis Poole
Squad Lead (Product Owner) at Fidelity InvestmentsSquad Lead (Product Owner) at Fidelity Investments
Christopher MoebestChristopher Moebest
Investment Consultant at Fidelity InvestmentsInvestment Consultant at Fidelity Investments