Matthew Krucko-Moeller
Burlington
Summary
I am a motivated and results driven professional with keen understanding on capital markets and portfolio management. Drawing on my leadership skills as a former Division I College Athlete and ex-Business Owner, I bring a unique perspective to my profession. My focus is on driving business profitability by expanding assets and optimizing risk-weighted portfolios for the high net worth individual. I thrive on responsibility and continually seek learning opportunities by collaborating with others. On a personal level, i am an avid snowboarder, golfer and religious fan of the Buffalo Bills and Manchester United.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Portfolio Analyst
Caldwell Securities Ltd.
01.2024 - Current
- Analyze & manage high net worth/institutional investment portfolios, determining optimal asset allocation based on client desired risk/return objectives.
- Perform comprehensive risk analysis, utilizing metrics such as standard deviation and historical draw-downs to formulate portfolio solutions.
- Spearheaded the creation of Core Models by conducting macroeconomic research and equity valuation analysis
- Responsible for developing and presenting detailed templates of client portfolios
- Grew platform assets by ~92% in a 2-year period
Securities Report Analyst
Caldwell Securities Ltd.
10.2022 - 01.2024
- Oversaw daily valuation reporting for a range of investment products, encompassing mutual funds, ETF's and closed-end funds across a range of asset classes.
- Generated custom dashboards tailored for institutions to aid and support corporate reporting processes.
- Created and managed trading procedures to ensure effective execution of orders for discretionary accounts.
- Member of firm New Product and Managed Account Committees, responsible for due diligence of prospective equity and alternative investments.
Equity Analyst
Niagara University
09.2021 - 05.2022
- Conducted and developed equity research presentations incorporating financial models such as DCF, relative valuation and cash flow analysis.
- Achieved a 7.8% portfolio return (annualized) over a 9-month period, surpassing benchmark by over 200 basis points.
Education
Master of Science - Finance
Niagara University
Buffalo, NY05-2022
Bachelor of Science - Finance
Niagara University
Buffalo, NY05-2021
Skills
- Macroeconomic Research
- Equity Valuation (DCF, Relative and Cash Flow)
- Market Trends
- Asset Allocation
- Technical Analysis
- Options
- Microsoft Office
- Public Speaking
- Critical Thinking
- Time Management
Accomplishments
- Cum Laude Masters Graduate (3.6 GPA)
- Division I College Athlete - Men's Soccer
- Economics Department Assistant
- Omicron Delta Epsilon (Economics) Committee Inductee
Languages
English
Native or Bilingual
Certification
- CFA Level I Passed
- CFA Level II Candidate - May 2025
- Canadian Securities Course ("CSC") Passed
- Conduct & Practices Handbook ("CPH") Passed
- Securities Industry Essentials ("SIE") Passed
Timeline
Portfolio Analyst
Caldwell Securities Ltd.
01.2024 - Current
Securities Report Analyst
Caldwell Securities Ltd.
10.2022 - 01.2024
Equity Analyst
Niagara University
09.2021 - 05.2022
Master of Science - Finance
Niagara University
Bachelor of Science - Finance
Niagara University
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