Matthew Shaw
New York
Summary
Energetic and analytical sales lead with keen eye for detail and passion for uncovering insights. Possesses solid foundation in the private markets fundraising and origination process. Committed to driving data-driven decisions and delivering actionable recommendations to streamline the sales process.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Analyst, Private Institutional Client (PIC) Group
Raymond James
06.2023 - Current
- Assisted the Private Markets Distribution Team in fundraising ~$570 million of institutional capital into 33 unique private equity opportunities from a mix of investment companies, family offices, and ultra-high net-worth individuals
- Supported the Private Markets Origination Team by conducting thorough due diligence on investment opportunities including private equity co-investments, venture capital, trophy assets, real estate, and funds.
- Increased efficiency in the operations and reporting functions of the team by creating user-friendly dashboards for easy access to CRM data and performance metrics
Education
BBA - Finance And International Business
University of Georgia
Athens, GA05-2023
Skills
- Investor Relations
- Project Management
- Microsoft Office
- Process Improvement
Certification
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
Languages
Spanish
Timeline
Analyst, Private Institutional Client (PIC) Group
Raymond James
06.2023 - Current
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
BBA - Finance And International Business
University of Georgia
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