Matthew H. Morton
San Francisco,CA
Overview
7
7
years of professional experience
Work History
Business Development
Alkeon Capital Management
San Francisco, CA
01.2022 - Current
- Work on a BD, IR & fundraising team at a ~$20BN alternatives manager with a primary focus on growth equities invested through hedge fund and VC fund structures
- Develop, distribute and communicate marketing materials and updates on the strategies as well as the general market environment to limited partners (institutional and retail) on the West Coast
- Leverage data packages to create efficient and effective business plans for fundraising capital through old, existing and new client relationships; for interval strategies client retention campaigns have proven equally as successful through levered data insights
- Partner closely with portfolio management teams to deeply understand each investment, our conviction at a fundamental level and the projected exit scenarios; then effectively communicate through both in-person and virtual presentations back to clients.
Investment Management Associate
BLACKROCK
San Francisco, USA
04.2021 - 12.2022
- Worked on leverage sales desk in the iShares channel covering two external sales directors in Southern California and the Southwest raising around $2.3 billion in assets across our ETFs, mutual funds, alternatives, SMAs, and CEFs
- Created standardized engagement model to cover 300 financial advisors per territory in order to effectively raise and retain assets across RIAs, Wirehouses, and independent broker dealers
- Consulted with clients virtually and over the phone to provide advice and analytics to inquiries regarding BlackRock solutions, market conditions, and economic outlook
- Ranked 3/31 across all iShares sales teams raising $1.7 billion in iShares NNB ytd in the Southwest territory
Analyst
BLACKROCK
Boston, USA
01.2020 - 03.2021
- Analyzed client portfolios using proprietary BlackRock risk analytics tools and provided recommendations based on market conditions and investment objectives
- Partnered with 4 sales teams in the independent channel assisting with inbound client requests, proactive outbound campaigns, scheduling and CEF raises
- Co-designed and taught program on internal best practices and financial concepts to new analysts
- Delivered mock client presentations to an audience of ~60 analysts and senior management
Data Science and AI Solution Seller
IBM
Boston, USA
08.2018 - 01.2020
- Developed and executed innovative sales campaigns using market research and personalization to increase brand awareness and deepen client relationships in the commercial space, ultimately driving revenue and securing new business
- Achieved 115% of Q3 Target 2019
- Achieved 125% of Q2 Target 2019
- Received Top Gun Award for placing in the top 10% of 120 participants during technical portfolio training
Education
Bachelor of Arts - Political Science, History of Law and Policy, Moral and Political Philosophy
UNIVERSITY OF MICHIGAN
Ann Arbor, MI05.2018
Extracurricular Activities
• Avid scuba diver, golfer (ball & disc), softball player, and skier
• Volunteer for Helps International, a nonprofit who helps fund and organize medical missions to Guatemala
• Self proclaimed foodie and travel lover
Timeline
Business Development
Alkeon Capital Management
01.2022 - Current
Investment Management Associate
BLACKROCK
04.2021 - 12.2022
Analyst
BLACKROCK
01.2020 - 03.2021
Data Science and AI Solution Seller
IBM
08.2018 - 01.2020
Bachelor of Arts - Political Science, History of Law and Policy, Moral and Political Philosophy
UNIVERSITY OF MICHIGAN
Similar Profiles
Caitlin SilvaCaitlin Silva
Financial Analyst II at Operations Management & Capital Planning, UC San DiegoFinancial Analyst II at Operations Management & Capital Planning, UC San Diego
Fumbah TulayFumbah Tulay
Operations Manager at Global Capital Management LLCOperations Manager at Global Capital Management LLC
Neha GuptaNeha Gupta
Executive Assistant & Corporate Workspace Solution at Whiteoak Capital Asset Management LtdExecutive Assistant & Corporate Workspace Solution at Whiteoak Capital Asset Management Ltd
Perla EscobarPerla Escobar
Cleaner at J&r ConCleaner at J&r Con
Jonathan LatiefJonathan Latief
Field Research Intern at BIOMAField Research Intern at BIOMA