Manager Management
Resume:
F. Matthew Griswold, CFA
** ******* ***** ● Milton, MA 02186
617-***-****(M) ● 617-***-****(H)
*********@*******.***
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PROFESSIONAL PROFILE
10 years of responsibility for the design, execution and evaluation of new/existing global investment strategies
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Strong analytical skills and ability to organize and interpret investment data to reach conclusions
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Self-motivated and collaborative team player who works effectively with colleagues across the organization
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Leadership and team building experience through formal sourcing, training, mentoring and review programs
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Extremely detail and results oriented within a practical time sensitive and market focused framework
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Interpersonal and communication skills to effectively dialogue with internal/external investment professionals
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Current with, and conversant on, global economic trends, investment vehicles and opportunities
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PROFESSIONAL EXPERIENCE
1996 – 2008 State Street Global Advisors -- Boston, MA
Portfolio Manager – Global Fundamental Strategies (2007 – 2008)
Launched and co-managed the innovative and thematic based Global Environmental Opportunities strategy
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Continually reviewed, refined the investment management process integrating environmental and financial
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analysis
Met with executive level company management to uncover unique investment opportunities
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Regularly attended industry conferences, met with sell side analysts and strategists
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Advised other global portfolio management teams on environmental, social and governance research
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Participated in new business presentations and client facing reviews on a periodic basis
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Portfolio Manager – Portfolio Implementation Group (2001 – 2007)
Managed U.S. Tax Efficient Small Cap portfolio, outperforming its benchmark for 5 of 7 years
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Created and implemented specific portfolio construction solutions for $6 billion of active global portfolios for
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global offices consistent with quantitative models, including custom client mandates
Initiated and evaluated equity and currency trading strategies with internal Trading Desk, minimizing
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implementation shortfall
Helped launch a robust technology platform to continually evaluate and leverage the portfolio construction
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process
Efficiently managed cash flows for commingled pools, mutual funds and separate accounts, with different
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vehicles
Designed and implemented program trading baskets for global hedge fund strategies, including futures overlay
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Monitored portfolios frequently to minimize dispersion and ensure compliance with contracts, prospectuses, etc.
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Analyzed, reviewed and approved clients’ performance attribution packages and document sources of dispersion
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Assisted marketing and client service with written portfolio and market commentaries
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Assistant Portfolio Manager – U.S. Quantitative Equity Group (1999 – 2001)
Co-Managed quantitative Institutional Small Cap product under direction of Sr. Portfolio Managers
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Assisted and backed-up Sr. Portfolio Managers for quantitative Institutional Large Cap Growth product
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Led research initiative to improve optimization process using backtests and monthly paper portfolios
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Worked with internal trading desk to reduce transaction costs by establishing liquidity guidelines
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Established cash equitization procedures using equity futures
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Performance Analyst – Performance Measurement Group (1996 – 1999)
Founding member who helped establish the new centralized performance measurement team
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Deployed into production standardized performance reporting packages monthly to portfolio managers and
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clients
Presented attribution analysis at the country, sector, industry, currency and security levels
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Constructed marketing composites in compliance with AIMR Performance Presentation Standards
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Established written procedures, interviewed and developed new staff and assisted with software development
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1989 – 1996 State Street Bank & Trust Company -- Quincy, MA
Reporting Manager – Mutual Fund Administration Services (1995 – 1996)
Primary service responsibility for several domestic and international clients by leading a team of 5 persons
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Ensured Fund compliance with GAAP, Internal Revenue Code, 1940 Act, Prospectus and Board documents
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Prepared and presented agenda and materials at quarterly Board of Trustees/Directors meetings
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Planned, coordinated and review materials for SEC and Fund audits
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Compliance/Reporting Administrator – Mutual Fund Administration Services (1992 – 1995)
Prepared SEC, IRS, Prospectus and Board documents within strict deadlines
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Prepared pro-forma expense budgets, income/capital gain distributions, SEC yields and performance returns
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EDUCATION AND CREDENTIALS
CARNEGIE MELLON UNIVERSITY -- Pittsburgh, PA
Bachelor of Science in Industrial Management, May 1989; GPA 3.15
Honors: Letter of special achievement in Statistics and Probability
CFA INSTITUTE
• Chartered Financial Analyst, September 1997
• Member of CFA Institute and Boston Security Analyst Society (BSAS)
TOASTMASTERS INTERNATIONAL
• Local charter member with Competent Toastmaster (CTM) distinction
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PROFESSIONAL SKILLS
Bloomberg, BridgeStation, Tesseract Optimizer(LatentZero product), ITG Optimizer, Longview Optimizer,
Barra, FactSet, Wilshire Atlas, SAS, SQL Microsoft XP/Office, UNIX
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