Matthew Jensen, CFA
Verified Expert in Management Consulting
Finance Expert
Victoria, BC, Canada
Toptal member since June 15, 2020
Matthew is an investment professional who has researched, launched, and managed multi-billion dollar investment funds for institutional investors. A highly-skilled quantitatively-oriented analyst, Matthew brings an inquisitive, analytical mindset to problem-solving, data analysis, modeling and reporting. He is passionate about the investment industry and brings a broad perspective to solving client issues. Matthew freelances because he enjoys working on a wide range of assignments.
Career Highlights
Education Highlights
Case Studies
Industry Analysis Visualization
Backtest of Factor Performance
Financial Projection and Valuation Model
Software Expertise
- Microsoft Excel
- Microsoft PowerPoint
Other Expertise
- Analysis
- Financial Planning & Analysis (FP&A)
- Forecasting
- Investing
- Valuation
Work Experience
Portfolio Manager
BCI
- Built stock scoring models to select investments using Bloomberg, FactSet, R, VBA, Excel, and MATLAB.
- Completed an attribution analysis on portfolios and trades.
- Developed a trading monitor using Excel, Bloomberg, and ITG's OMS.
- Managed pension assets in quantitative, emerging, thematic, and index strategies.
Senior Financial Analyst
National Money Mart
- Developed financial, venue, and new product models for strategic planning and budgeting.
- Conducted benchmarking and performance variance analysis.
- Developed business intelligence tools used in monitoring and reporting key business indicators.
Education
Master of Business Administration (MBA) in Finance
The Ohio State University - Columbus, OH, USA
Bachelor of Commerce Degree in International Business
University of Victoria - Victoria, BC, Canada
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Skills
Output Software
Microsoft Excel, Microsoft PowerPoint
Finance
Financial Planning & Analysis (FP&A), Valuation, Forecasting, Equity Derivatives, Financial Modeling
Data & Analysis Software
R, Bloomberg, FactSet, Capital IQ
Industry Expertise
Financial Services
Other
Analysis, Investing, Portfolio Management, Visual Basic for Applications (VBA), Industry Analysis, Dashboards, Backtesting Trading Strategies, Financial Statements, Scenario Analysis
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