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Matthew Schwartz

Portfolio Manager Solutions Associate at Walleye Trading LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Walleye CapitalPortfolio Manager Solutions AssociateJun 2023 to Present
Bank of AmericaVice PresidentJun 2022 to Jun 2023
Prime Brokerage Onboarding
JefferiesAssistant Vice President - Prime Brokerage and ISDA and Outsourced Trading Desk OnboardingDec 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...
JefferiesAssociate - Prime Brokerage and ISDA OnboardingJun 2015 to Nov 2017
AllianceBernsteinClient Service Representative - Investment Management OperationsNov 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 MediaDigital AssistantMay 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 GroupSales AssociateApr 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 Trading LLC (73)

NameRoleLocation
A.j Ribakove
A.j Ribakove
AnalystNew York, NY , United States
A
Alexander Pae
Investment AnalystNew York, NY , United States
Alex Rubino
Alex Rubino
Portfolio ManagerNew York, NY , United States
A
Alex Tang
Quant Portfolio ManagerNew York, NY , United States
Andrew Sklar
Andrew Sklar
Portfolio ManagerNew York, NY , United States
Ben Stepnes
Ben Stepnes
TraderHopkins, MN , United States
Brent Daniel
Brent Daniel
Portfolio ManagerPhiladelphia, PA , United States
Curtis Kuznecov
Curtis Kuznecov
Portfolio ManagerNY , United States
D
Daniel Ioffe
Portfolio ManagerUnited States
Dillon Cumming
Dillon Cumming
Investment AnalystNew York, NY , United States
Showing 1-10 of 73 team members

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