Matthew Schwartz
About Matthew Schwartz
Matthew Schwartz is the Assistant Vice President at Jefferies, overseeing Prime Brokerage/ISDA/Outsourced Trading Desk Onboarding in New York, NY.
Current Company
Matthew Schwartz currently works at Jefferies, a well-known multinational investment bank. He holds the position of Assistant Vice President in the Prime Brokerage/ISDA/Outsourced Trading Desk Onboarding division. His role involves a variety of responsibilities crucial to the onboarding and account opening for investment managers on the Jefferies and Pershing platforms.
Title and Role at Jefferies
As Assistant Vice President - Prime Brokerage/ISDA/Outsourced Trading Desk Onboarding, Matthew Schwartz oversees a detailed onboarding process. This includes handling account openings for both new and existing investment managers, focusing on platforms like Cash PB, ISDA, MSLA, and Outsourced Trading. He collaborates with various internal teams, including KYC/AML, Sales, Client Service, Compliance, and more, ensuring meticulous client trading setups. His role also involves managing new hires and reporting their progress to the COO of Prime Brokerage.
Previous Roles at Jefferies
Before becoming Assistant Vice President, Matthew Schwartz served as an Associate in Prime Brokerage/ISDA Onboarding at Jefferies from 2015 to 2017. In this role, he dealt with the intricacies of onboarding and account setups, contributing significantly to the company's operational efficiency in New York, NY.
Work History
Matthew Schwartz has a comprehensive work history. He was a Client Service Representative - Investment Management Operations at AB from 2011 to 2015 in White Plains, NY. Before that, he worked as a Digital Assistant at PHD Media for 9 months between 2010 and 2011. His early career also includes a role as a Sales Associate at The Corcoran Group from 2009 to 2010 in New York, NY.
Educational Background
Matthew Schwartz completed his undergraduate education at Roger Williams University, where he studied Business, Marketing, and Psychology. He earned a Bachelor of Science degree between 2004 and 2008. This diverse educational background has equipped him with a broad understanding of business operations, marketing strategies, and psychological principles, all of which he applies in his current role.