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Matthew Michaels
Initiative Manager
Hoboken,NJ
Summary
Client-facing finance professional with experience supporting investment strategy, presenting complex ideas, and driving cross-functional initiatives. Proven ability to influence stakeholders, communicate value, and deliver measurable outcomes in fast-paced environments. Former Division 1 Athlete with a competitive, results-oriented mindset.
Overview
4
4
years of professional experience
Work History
Initiative Manager, GWMA Technology
UBS
Weehawken, NJ
04.2024 - Current
- Partnered with business stakeholders to identify needs and deliver solutions, improving system stability and client experience.
- Presented risk insights and recommendations to senior stakeholders, influencing decision-making across 50+ applications.
- Drove adoption of new processes across teams, improving transparency and engagement.
- Oversee IT risk items, proactively identifying vulnerabilities and delivering enhancements that improve the accuracy and resilience of market-data consumption.
Fixed-Income Advisory, Asset Management
UBS
New York, NY
01.2024 - 04.2024
- Supported client-facing teams with tailored investment materials to improve engagement.
- Consolidated and distributed monthly fixed-income marketing materials to clients, enhancing transparency and communication.
- Collaborated with advisors and portfolio managers to develop over 50 investment proposals, resulting in new clients for UBS.
- Generated portfolio proposals to support asset-gathering efforts, including researching and pitching an Emerging Markets 1–10 year ladder strategy focused on yield and commodity-driven economies.
Agile Coach, GWMA Technology
UBS
Weehawken, NJ
09.2022 - 12.2023
- Trained technology teams on Agile@UBS practices to improve delivery predictability, strengthen controls, and reduce operational risk, serving as lead trainer for 15+ cohorts of new joiners.
- Introduced reporting tools and governance structures that enhanced transparency, risk visibility, and project oversight.
- Delivered presentations to 200+ employees, simplifying complex concepts and driving adoption.
Education
Bachelor of Arts - Finance, Minor in Accounting
Providence College
Providence, RI05-2022
Skills
Team leadership
Relationship Building
Communication & Presentation
Stakeholder Management
Problem Solving
Operations management
Strategic Planning
Analytical skills
Decision-making
Project management
Interests
Timeline
Initiative Manager, GWMA Technology
UBS
04.2024 - Current
Fixed-Income Advisory, Asset Management
UBS
01.2024 - 04.2024
Agile Coach, GWMA Technology
UBS
09.2022 - 12.2023
Bachelor of Arts - Finance, Minor in Accounting
Providence College