matthew k. jamison 212-***-****) Page

matthew k. jamison

*** ********* **. ****: 973-***-****

Nutley, NJ 07110 Cell: 212-***-****

abh6qc@r.postjobfree.com

professional SUMMARY

RFP writer with talent for educating and persuading clients through clear, accurate reporting and carefully crafted language. Able to master difficult software quickly and manage projects on time and within budget. Skilled with RFP Machine and MS Office applications.

PROFESSIONAL EXPERIENCE

NEW YORK LIFE, Saddle Brook, NJ January 2010-Present

Financial Services Professional

Sales professional providing solutions for clients from the range of New York Life products.

1. Conduct through fact-finding interviews with clients and prospects to determine protection and investment needs throughout life cycle

2. Licensed as a producer for life and health insurance in New Jersey and New York

3. Series 6 and Series 63

4. Licensed as a life insurance broker in New York

aig investments/Pinebridge Investments, New York 2007 – 2009

Senior Marketing Analyst / RFP Writer

Prepared RFP responses and other internal and external marketing documents.

1. Wrote, compiled, proofread and delivered RFPs, RFIs and due diligence questionnaires as a member of a worldwide RFP team.

2. Maintained consultant databases

3. Maintained product-specific expertise in fixed income investments including investment-grade, high-yield and emerging markets bond portfolios.

4. Monitored daily calls of fixed income traders and monthly calls of fixed income asset allocation team.

5. Crafted language, in consultation with portfolio managers, institutional sales and client relations professionals to differentiate the firm and its investment products from its competitors.

6. Created timelines for RFP completion and managed deliverables from investment managers, sales, performance, legal, compliance and other groups.

7. Maintained data library of product and firm information, prompting investment teams to create and update content.

8. Prepared due diligence packets, flipbooks and other marketing material for investment teams.

9. Performed competitive analysis across asset classes and marketing channels, briefing senior managers on product positioning and strategy.

neuberger berman, New York 2004 – 2007

Performance Analyst

Prepared periodic reporting and maintained performance data for multiple portfolio management and sales teams in high net-worth Private Asset Management group.

1. Prepared quarterly and ad-hoc reporting of manager performance including returns, characteristics, holdings, returns-based style analysis and peer comparisons.

2. Used advanced Excel features such as pivot tables, macros, filters, VBA programming, web queries, conditional formulas, conditional formatting and solver.

3. Performed attribution analysis using FactSet and Vestek; built attribution reports for end-users and explained and interpreted attribution results.

4. Performed competitive analysis among separately managed accounts, mutual funds and other investment vehicles.

5. Developed new reports for external use and wrote footnotes and disclosures in close consultation with legal and compliance group according to GIPS and NASD requirements.

6. Employed Monte Carlo methods to generate simulations of future investment outcomes for individual and institutional clients.

cramer & associates, Winter Park, FL 2003 – 2004

Independent financial planning firm specializing in high net worth individuals

Investment Analyst Consultant

Built report templates and ran reports for new and existing clients. Met with clients to present reports, explain concepts and answer questions. Established fee-based portfolio management product. Researched specific investment ideas for clients. Implemented contact management system. Assisted in presentation of investment seminars. Built new client questionnaire template and reports demonstrating current and proposed risk and expected return for each client’s asset allocation, increasing the number of prospects that chose to invest.

1. Initiated fee-based management service. Determined asset allocation for client portfolios, selected appropriate securities and reported performance against benchmarks. Brought $1.2 million under management during first three months of program.

2. Trained staff to use Ibbotson software tools to evaluate client portfolios and generate investment, tax and cash flow reports in Excel, vastly reducing preparation time needed by the planner for each appointment.

bank one, Lake Mary, FL 1999 – 2003

Team Manager / Credit Card Collections

u.s. army, Fort Hood, TX 1994 – 1999

Arabic Linguist

EDUCATION

MBA, Crummer Graduate School of Business, Rollins College, Winter Park, FL, 2003

BS, Finance, University of Nebraska – Lincoln, Lincoln, NE, 1993

technical skills

1. 2. Excel Power User

3. Microsoft Office

4. Visual Basic

5. RFP Machine

6. FactSet

7. Thomson Baseline

8. Bloomberg

9. Morningstar EnCorr

10. Access

11. Barra Aegis

12. Callan PEP

13. Morningstar Direct

14. Zephyr Style ADVISOR

15. eVestment Alliance

16. Russell Performance Universes

17. iAvenue

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