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Matthew Schwartz
Portfolio Manager Solutions Associate at Walleye Capital LLC
About
Matthew Schwartz is a Portfolio Manager Solutions Associate at Walleye Capital, a leading multi-strategy hedge fund based in New York. In this role, he supports portfolio managers in developing and executing investment strategies, focusing on volatility, quantitative, and fundamental long/short equity strategies. His responsibilities include analyzing market opportunities, managing risk, and collaborating with senior investment teams to optimize portfolio performance.
Schwartz specializes in volatility and quantitative-driven strategies, with a particular emphasis on equities and structured products. His expertise enables him to contribute to both tactical and strategic investment decisions, leveraging advanced analytics and market insights to identify alpha-generating opportunities across global markets.
Prior to joining Walleye Capital in June 2023, Schwartz held roles at Bank of America as Vice President and at Jefferies as Assistant Vice President, where he led prime brokerage, ISDA, and outsourced trading desk onboarding initiatives. He holds a BS in Business with a concentration in Marketing from Roger Williams University’s Mario J. Gabelli School of Business. Schwartz’s background in both investment management and operational infrastructure has positioned him as a valuable contributor to Walleye’s evolving platform and its focus on scalable, high-performance investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Walleye Capital | Portfolio Manager Solutions Associate | Jun 2023 to Present | — |
| Bank of America | Vice President | Jun 2022 to Jun 2023 | Prime Brokerage Onboarding |
| Jefferies | Assistant Vice President - Prime Brokerage and ISDA and Outsourced Trading Desk Onboarding | Dec 2017 to Mar 2022 | • Oversee entire Onboarding and account opening process for Prime Brokerage Clients including Investment Advisors, Hedge Funds, Family Offices and other Investment Vehicles for PB Custody, Synthetic P... |
| Jefferies | Associate - Prime Brokerage and ISDA Onboarding | Jun 2015 to Nov 2017 | — |
| AllianceBernstein | Client Service Representative - Investment Management Operations | Nov 2011 to May 2015 | • Supported entire North American Financial Advisor group and PM’s in all aspects with proactive and attentive client service functions including asset transfers, reporting, client web issues, account... |
| PHD Media | Digital Assistant | May 2010 to Feb 2011 | • Digital media planning focused on creating digital media plans for the Discovery Channel (Shark Week, Deadliest Catch, Brewmasters, Stormchasers, Dual Survivor.)
o Conceptualized engaging marketing ... |
| The Corcoran Group | Sales Associate | Apr 2009 to May 2010 | Assist clients in Real Estate Sales and Rental transactions. |
Education
Roger Williams University, Mario J. Gabelli School of Business
BS, Business, Marketing
2004 — 2008
Others at Walleye Capital LLC (73)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Alexander Pae | Investment Analyst | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
A Alex Tang | Quant Portfolio Manager | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
| Trader | Hopkins, MN , United States | |
| Portfolio Manager | Philadelphia, PA , United States | |
| Portfolio Manager | NY , United States | |
D Daniel Ioffe | Portfolio Manager | United States |
| Investment Analyst | New York, NY , United States |
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