Matthew Boozer
Investment Advisory & Managed Accounts at UBS
- Role
- Investment Advisory Operations Specialist at UBS
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Matthew Boozer
As a young professional that is eager to learn and grow while collaborating with others, I concluded my undergraduate career at Mississippi State University in 2023 with a BBA in Finance and minors in both Agricultural Business and Economics. After graduating, I joined UBS Financial Services in Nashville, TN, where I currently work in the Investment Advisory & Managed Accounts team. Please feel free to reach out with any mentorships, connections, etc. I am looking forward to our conversation, and I hope you have a wonderful day!
Experience
Investment Advisory Operations Specialist
Feb 2025 — Present · Nashville, TN, US
I operate at the intersection of Wealth and Asset Management, collaborating daily with a vast network of internal and external teams – including portfolio managers, trade desks, financial advisors, and global operations groups – to deliver high-quality services for clients\' managed accounts. I lead initiatives with asset managers and financial advising teams that enhance client tax efficiency, such as tax harvesting workflows and cost basis adjustments, while also developing and implementing macros to review and automate key processes such as withdrawal tracking and counterparty risk analysis. Among other subjects, my role spans tax harvest planning and trading, dividend inquiries, restriction management, cash flow management, liquidation and strategy termination inquiries, and asset allocation across various asset classes in relation to the Unified and Separately Managed Accounts at UBS. Furthermore, I\'ve supported global data remediation efforts and file migration planning, though I’ve leveraged AI to build VBA code and develop tools that enhance operational efficiency, as my work is deeply integrated across functions.
Education
University of Tennessee at Martin
General Education; Dual Enrollment
University of Tennessee at Martin - Somerville Center
General Education
The University of Tennessee at Chattanooga
The University of Tennessee at Chattanooga Summer Business Experience
2018 — 2018
Mississippi State University
Bachelor's degree, Finance, Minors in Agricultural Business & Business Economics
Texas Tech University
Student at Texas Tech's Financial Planning Academy
2017 — 2017
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