Matthew Klopfer

Head of Funds & Strategic Distribution @ Yieldstreet

About

Nearly a decade of experience in the expansion and modernization of private market wealth channels through the creation of financial products and technological solutions. Strategic vision for the future of private market retail / advisory distribution and a demonstrated ability to learn and execute across functional competencies. Lead role in managing high performance teams engaged in innovation at the forefront of wealth management. All bolstered by years of underwriting and structuring experience.

Country

United States

City

New York

Industry

Financial Services

Skill

Product Management, Product Development, Corporate Development, Cross-functional Team Leadership

Experience

associate director

yieldstreet

2016-3 - Present · 10 yrs 7 mos

investment analyst leadership program

ge capital

2011-7 - 2014-4 · 2 yrs 10 mos

The Investment Analyst Leadership Program was GE Capital's strategy to mold recent college graduates into risk focused commercial lending professionals that would become the future leaders of the organization. As a junior member of the program I traveled to companies throughout North America and abroad to learn about their business, study their industry and quantify the risks associated with their credit facility. As a senior member of the program I became responsible for the management of risk teams, comprised of my peers, both as a leader and mentor. During my time in the program I worked with nearly 35 different companies spread among at least two dozen industries while collaborating in a team environment with over 40 of my colleagues in supporting and leadership roles alike.

financial analyst apprentice

ubs

2009-9 - 2009-12 · 4 mos

* Supported the team in consulting not-for-profit organizations, companies, and endowments with regard to the retirement programs they offer to employees. * Identified underperforming mutual funds in clients’ portfolios by analyzing the fund’s performance compared to its industry average and relevant indices. * Researched, evaluated and recommended potential replacement options in the event an underperforming fund was to be removed from the client’s portfolio. * Generated comprehensive investment reports for clients’ review by detailing each fund’s quarterly performance, the group’s recommendation and future outlook.

credit derivatives product control summer analyst

credit suisse

2010-6 - 2010-8 · 3 mos

* Streamlined existing inefficient processes and built effective systems to improve productivity by gathering controller feedback and creating tailor-made solutions * Devised custom Access databases to better organize and analyze raw monthly data pertaining to changes in fair value, acquisitions, disposals and market moves ; * Developed an Excel template which sourced, consolidated and presented data to aid in a range of tasks including quarter end commentary and fair value reporting ; * Performed daily P&L analysis of the group's trading books by finding, rectifying and explaining discrepancies or breaks before being posted to the general ledger ;