Matthew Sault
North Reading,MA
Summary
Dynamic Acquisitions and Portfolio Manager with a non-traditional career path and a proven track record, specializing in process improvements, financial analysis, and team management. Excelled in enhancing reporting efficiency, spearheading process improvements, and leading data validation projects. Holds CAIA Charter and adept at coordinating processes across entire private equity firm, demonstrating a significant impact on operational excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Acquisitions and Portfolio Manager
Conservation Resources
09.2017 - Current
- Management of reporting procedures for greater efficiency in communicating portfolio updates to clients and external managers.
- Communication of market developments and acquisition recommendations to the investment committee, and portfolio changes and quarterly/annual performance information to clients.
- Database management and the hiring and training of new analytical positions (data analysts, interns, etc.).
- Coordination of internal accounting, marketing, and compliance departments to facilitate client, external manager, and internal deliverables.
Data Analyst Intern
Conservation Resources
05.2017 - 08.2017
- Completed data cleaning and data validation of existing databases for reporting systems.
- Portfolio acquisition constituent analysis
- Process development, implementation, and improvements.
Education
Masters of Forest Resources - Forest Business
University of Georgia
Athens, GA05-2017
Bachelor of Science - Environmental Science
Central Connecticut State University
New Britain, CT05-2012
Skills
- Financial Analysis
- Process Improvement
- Task Management
- Team Management
- Investor Relations
- Self-motivated
Accomplishments
Researched and acquired portfolio companies through research, due diligence, and investment committee presentations.
Developed Sage 300 Intelligence reports to streamline existing internal reporting structure and eliminate multiple redundancies.
Identified and corrected weaknesses in investor reporting processes which ensured greater accuracy and confidence.
Certification
- Chartered Alternative Investment Analyst, CAIA Association, 2023 May
Timeline
Acquisitions and Portfolio Manager
Conservation Resources
09.2017 - Current
Data Analyst Intern
Conservation Resources
05.2017 - 08.2017
Masters of Forest Resources - Forest Business
University of Georgia
Bachelor of Science - Environmental Science
Central Connecticut State University
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