M

Matthew Katz

CTO

Brooklyn, New York, United States20 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in client-focused software engineering solutions.
  • Proven track record in investment banking technology.
  • Leader in automating manual processes for efficiency.
Stackforce AI infers this person is a Fintech expert specializing in client-facing technology and software engineering.

Contact

Skills

Core Skills

Client SuccessSoftware EngineeringClient SolutionsTechnical ManagementProject ManagementSoftware DevelopmentProduct DevelopmentClient ManagementTechnology ManagementTechnology InnovationDatabase Management

Other Skills

Investment BankingAPISDKCustomer SuccessCollaborationIntegrationCustomer FeedbackTechnical Relationship ManagementRevenue GenerationProcess ImprovementDevelopment ProcessTechnical HiringVendor LiaisonLegacy ManagementClient Satisfaction

About

I believe in servant leadership, paying off technical debt, and investing to build technical capital that pays dividends. Computers should invisibly handle uninteresting work so that we can work on interesting and difficult problems. I make sure that they are doing their job in a way that helps us do ours. I lead teams to focus on interesting problems that yield big wins. We automate away manual work and focus time where it provides tangible rewards. Specialties: Product Development & Design International Collaboration Investment Banking User Experience Design

Experience

20 yrs 7 mos
Total Experience
2 yrs 11 mos
Average Tenure
7 yrs
Current Experience

Arcesium

3 roles

SVP - Field CTO, Client Success

Promoted

Dec 2024Present · 1 yr 5 mos · New York City Metropolitan Area · Hybrid

  • In addition to heading Forward Deployed Software Engineering
  • Work clients and solution architects to deliver real business value with the platform and custom solutions.
  • Combine core technology enthusiasm with business acumen, financial domain knowledge and a deep understanding of the market to improve happiness for Arcesium and it's customers.
  • Work with internal engineering teams as the voice of the customers, mapping out paths of delight for development.
  • Collaborate with sales and marketing to clarify our position, help them understand why what we do is valuable and how to communicate it to prospective clients.
  • Drive customer perspectives in Arcesium's API/SDK Steering Committee and Change Advisory Board.
Investment BankingAPISDKCustomer SuccessCollaborationClient Success+1

SVP - Forward Deployed Software Engineering

Promoted

Jan 2023Jan 2024 · 1 yr · Hybrid

  • Responsible for delivery of client solutions that bridge gaps between the product and customer needs.
  • Empowered Forward Deployed Software Engineers to quickly deliver client solutions, bringing in millions in ARR.
  • Reduced time to deliver new integrations by 90%
  • Set standards and paths for project inception, execution, go-live and post go-live support. Project startup time reduced by weeks and support reduced alert count by 50%
  • Voice of the customers on Arcesium’s API / SDK Steering Committee, setting guidelines on client facing API delivery and documentation.
Client SolutionsIntegrationProject ManagementCustomer FeedbackSoftware Engineering

VP - Technology Relationship Manager

Jun 2018Jan 2023 · 4 yrs 7 mos · Hybrid

  • Primary Technical Relationship Manager with all front office teams at D.E. Shaw. Manage multi-year projects, set development roadmap, goals, budgets and standards. Deliver technical changes to launch new products and strategies, improve uptime and performance, reduce costs and improve communication.
  • Manage relationships from executive steering committee meetings to individual support discussions.
  • Proposed and built out a TRM team to improve delivery.
  • Revenue: Deliver millions in revenue with targeted upsell and project generation, technical sales partner for pitches to multiple new clients.
  • New Teams: Designed Custom Solutions team “zero-touch” development standards to reduce support costs. Stood up and standardized custom DBA project team to reduce incidents and improve service levels.
  • Process Improvement: Overhauled TRM/Product Management team workflows to improve estimation and delivery pipelines. Established client API cookbook, API deprecation policy, incident management communication standards.
  • Technical: Contribute to core code across multiple projects both client facing and backend, wrote core team utilities, created client api library site, client facing documentation POC.
  • Python: Manage Python client library enhancements, TRM team code standards, organized and led firm changeover to Python 3, client project Python code scaffolding
  • Direct and restructure Arcesium interaction with D.E. Shaw DR tests.
  • Coordinate AWS migration for applications from on premise hosting, untangle years of legacy dependencies.
  • 2nd place in the internal 2018 Hackathon: “Most Complete Hack”.
  • Culture: Started the Obstacle Course Racers group at Arcesium.
Technical Relationship ManagementProject ManagementRevenue GenerationProcess ImprovementTechnical Management

Perella weinberg partners

Executive Director of Software Development and Support

Apr 2014May 2018 · 4 yrs 1 mo · 757 5th Avenue, NYC

  • Infrastructure: Revamped development process to include Jira issue tracking, estimation on efforts, on-time delivery and revamping and refactoring of old projects for speed and efficiency. Instituted practice of documenting decisions and new procedures in Confluence wiki. Converted team from Visual Source Safe to Git/Bitbucket and converted projects to Continuous Delivery/Integration/Test using Bamboo
  • Support: Improved rotational support and the ability for developers to assist in each others projects, breaking silos.
  • Hiring: Revamped technical hiring process, training employees on how to interview and evangelizing proper code tests for prospects across the bank. Initiated Development Summer Intern program.
  • External Liaison: Liaised to external vendors and technical providers including Admiral, Workday, EvalueServe, Geneva, Bloomberg PolarLake, One Source Virtual and Silverline.
  • Legacy management: Took over legacy projects without current dev lead, brought up to spec and made them supportable.
  • SalesForce: Launched multiple new SF orgs, with custom VisualForce pages and integrations with internal systems. Set up video training project to for new hire onboarding
  • Workday: Managed the launch of Workday and decommission of home-grown internal HR system. Assumed the Integration and Security administrator roles.
  • Maestro: Decreased developer support time by launching an .Net MVC/Angular.JS/Microservice based portal for the business to manage processes directly.
  • Fund Launches: Set up a structured plan for fund launches to avoid technology fire drills.
  • Expanded desktop support team to include application support, freeing developer time from support functions.
  • Trained desktop support to automate support tasks with Python.
  • Created a support knowledge base and new user training
Development ProcessTechnical HiringVendor LiaisonLegacy ManagementSoftware DevelopmentTechnical Management

Merrill lynch

Vice President Product Development

Jul 2013Mar 2014 · 8 mos · Greater New York City Area

  • Product Development working with technology and business to drive profitability and client satisfaction.
Product DevelopmentClient SatisfactionProfitabilityClient Management

Bnp paribas

Vice President Client Facing Technology

Oct 2008Jun 2013 · 4 yrs 8 mos

  • Driving technology innovation, client onboarding and satisfaction and representing clients in technology. National travel to maintain client relationships and drive sales.
  • BNPP PB ranked #1 in total Global Custodian Prime Brokerage Survey 2012.
  • Projects:
  • Designed iPad App: Featured in COO Connect and Global Custodian in July 2012.
  • Onboarded High Value Clients: Primary technology representative during sales and onboarding for the group's most valuable clients. Designed, organized and implemented custom solutions to fit client needs for $1 billion+ hedge funds.
  • Managed Technology Rollout: Business had poor visibility into what was being rolled out when.
  • Changed culture and process to serve both groups better. Planned and managed rollout of new PB Portal, Corporate Actions Portal, Wire Transfers, SMART Risk, Margin Reporting, International PB, and Securities Lending.
  • Created Client Facing Technology Docs: Designed and wrote guide to working with PB web services for clients, welcome packet, PB Technology Newsletter, marketing brochures, client updates, guide to reports, etc. Guided from conception through execution.
  • Managed Backend Transition for BOFA to BNPP sale: During transition from BofA to BNPP, transitioned over a hundred backend reports.
Technology InnovationClient OnboardingSalesClient ManagementTechnology Management

Bank of america

Associate Vice President

Mar 2004Sep 2008 · 4 yrs 6 mos · Greater New York City Area

  • Software developer for the BofA Securities Prime Brokerage, which was consistently ranked #1 in technology among PB's in the Global Custodian Prime Brokerage Survey.
  • Projects:
  • Created Real Time PNL 2: Excel front end VSTO C# .Net system that provides real time profit and loss changes to hedge fund clients.
  • Wrote Web Reports: Client side Aspx pages that queried SQL Server and output to html, Excel, or pdf
  • Initiated, Created and Released Quick Trade Monitor: Support tool for help desk to monitor EOD trade files using a Windows Forms GUI and web services.
  • Initiated, Created and Evangelized Support Queries Page: Simple aspx page that reduced developer support time by 80%.
  • Created Deployment System: Used to build our staging, production and development environments from automatically built MSI files.
  • Extended Trade File Import System: Built out support for Ezecastle, High Velocity Trading and other formats, built UAT environment, wrote client documentation package for this C# server that imported client trades to SQL Server.
  • Wrote Extensible Trade Export System: Aspx page that used stored procedures to pull data into XML transform it to client's expectations using XSL.
Software DevelopmentClient SupportTrade Monitoring

Ubs investment bank

Trade Support Analyst

Mar 2002Mar 2004 · 2 yrs · Greater New York City Area

  • Software developer and trade support analyst for equities trading client connectivity team on the world's largest trading floor.
  • Projects:
  • Created Program Trading Monitor: IRC and PERL bot that monitored multiple databases for Program Trading desk.
  • Created Trading Deployment System: PERL system to do deployments and intraday 1 second failovers for the A4 high velocity trading system.
  • Supported 400 Equities Traders: From hardware to network to software to FIX messages.
  • Responsible for client to market trade flow.
Software DevelopmentTrade SupportClient Connectivity

Sungard data systems

Software Developer

Jan 2001Mar 2002 · 1 yr 2 mos · Rochester, New York Area

  • Software developer on the BRASS/UMA/U2 system, NASDAQ Market Maker software that processed up to 70% of the volume of the NASDAQ.
  • All development was done in C/C++, the frontend was MOTIF
  • Projects:
  • Created Drip Orders: Allowed market makers to drip large orders out to the market in small timed chunks to avoid moving the market.
  • Increased Stability: Led small team to perform code and core dump analysis. Simplified code, reduced instability and increased customer satisfaction.
  • Simplified Time in Force Code: Used Object Oriented Programming to simplify and centralize TIF code. Reduced related lines of code by 50%.
  • Performed Bug Fixes: Wrote various bug fixes and customer requested enhancements.
Software DevelopmentMarket Maker Software

University of south carolina

Software Developer

Jun 2000Jan 2001 · 7 mos · Columbia, South Carolina Area

  • SQL and GUI developer responsible for data integrity in transition of all alumni information from mainframe storage to relational databases.
  • Projects:
  • Created Data Cleaning Scripts: Wrote hundreds of sql data validation scripts to find unusual data for review and PowerBuilder frontends to display results to users.
  • Achievements:
  • Reduced mailing costs and increased data integrity.
SQLData IntegrityDatabase Management

Education

University of South Carolina

Bachelor of Science (BS) — Computer Science

Jan 1996Jan 2000

Dreher High School

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