Matthew Hueter
Lakewood
Summary
- Bank Management: loans & credit analysis, asset‑liability management; credit underwriting; loan structuring; covenants; provisioning; basic loan products and amortization.
- Financial Investments: equity valuation; portfolio construction; DCF and comps; Morningstar usage. Bond valuation, duration/convexity, interest-rate hedging, liquidity, and capital risk.
Overview
5
5
years of professional experience
Work History
Student Portfolio Manager
CSU Student Managed Investment Fund (SMIF)
Cleveland
12.2025 - 05.2026
- Helping manage an active investment fund by developing strategic investment plans to align my school's investment fund with benchmark performance goals. Learning to forecast trends to make effective decisions for portfolio management.
- Conducting full-fledged equity research on selected companies, we created portfolio management strategies based on our risk tolerance levels and financial goals.
- The group strived for long-term, stable growth of capital and future cash through selective security analysis.
- Participating in training sessions covering topics such as portfolio management, hedging techniques.
Financial Tax Intern
The Sherwin-Williams Company
Cleveland
12.2023 - 08.2024
- Tax Compliance: helped file tax returns and prepared reports in compliance with strict regulatory standards.
- Handled and distributed Sales and Use exemptions certificates, renewed business licenses registration, for all Sherwin-Williams sellers in North America, nearly 5,000 stores
- Prepared and paid personal and real property bills every month.
- Gathered necessary documents to prepare quarterly and annual gross receipts tax returns
- Upkeep, filing and indexing of Sales Tax, Property Tax and Business License returns
Server
Pier W
Lakewood
01.2021 - 05.2026
- Continuously top performing server in sales with a serving staff of 20+.
- Required strong multitasking skills by managing multiple tables simultaneously without compromising service quality. Regularly serving 40+ people in a shift.
- Provided information regarding foods and wine pairings with a diverse wine list exceeding 100+
Education
BBA - Finance
Cleveland State University
Cleveland12-2026
BBA - Finance
Carlos III University of Madrid
SpainSkills
- Microsoft Excel
- Microsoft PowerPoint
- Portfolio management
- Team collaboration
- Equity research
- Financial analysis
Accomplishments
• Helping manage an active school investment fund over $1,700,000 AUM
• Assisted in calculating and analyzing multi-millions of dollars of state total gross sales, tax deductions, returns and exemptions for all of The Sherwin-Williams Company's North American stores.
• Cumulative 3.6 GPA, Cleveland State University Academic Deans list (4 Semesters)
• Studied abroad for two semesters at a top business University in Madrid, Spain.
• Assisted in calculating and analyzing multi-millions of dollars of state total gross sales, tax deductions, returns and exemptions for all of The Sherwin-Williams Company's North American stores.
• Cumulative 3.6 GPA, Cleveland State University Academic Deans list (4 Semesters)
• Studied abroad for two semesters at a top business University in Madrid, Spain.
Affiliations
- Lakewood soccer camp, 06/2018, 08/2022, Coached kids ages 6-14, Organized practices, drills and games
- Lakewood Community Center, 06/2020, 08/2020, Distributed food with the local food bank, twice a week
Timeline
Student Portfolio Manager
CSU Student Managed Investment Fund (SMIF)
12.2025 - 05.2026
Financial Tax Intern
The Sherwin-Williams Company
12.2023 - 08.2024
Server
Pier W
01.2021 - 05.2026
BBA - Finance
Cleveland State University
BBA - Finance
Carlos III University of Madrid