Bob Mclaughlin, Cfa Email and Phone Number
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Hands-on, team oriented, with a focus on delivering superior service to internal and external clients through sound operational decision making.
Penn Capital Management Company, Llc
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Director Of Investment ServicesPenn Capital Management Company, Llc Jan 2016 - PresentPhiladelphia, Pennsylvania, UsOperations - manage trade settlement and middle office, portfolio accounting, private and 40 Act fund administration, data management, client on-boarding, for equity, high yield bond, and loan strategies. Work with internal teams to determine their wants, and develop solutions to deliver results.Reporting - manage investment consultant database reporting, performance reporting, client reporting, RFP/DDQ process.Client Service and Client Relationship Management - manage the process to meet periodic and ad-hoc client needs timely and accurately. Grow the relationship with clients, become a trusted partner and deliver solutions which strengthen and expand the business relationship.Work closely with team members across the company on projects yielding efficiencies in processes firm-wide.
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Manager Of Business OperationsPenn Capital Management Company, Llc Jul 2011 - Dec 2015Philadelphia, Pennsylvania, UsActively managed team covering client onboarding, client service, trade settlement, middle office, syndicated loan settlement and administration, private fund administration, performance measurement and reporting, data management and security valuation, travel and expense (T&E) management, compliance support, Human Resources support, RFI, DDQ prep and review, vendor management and due diligence, 401k plan investment and operational review.Executed successful launch of Penn Capital Funds Trust series of mutual funds.Developed, maintained, and continuously reviewed and improved policies and procedures covering operations team processes and transactions.Merged back office function into Business Operations 2012 to provide support and development to back office team.
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Director - Global High YieldEvergreen Investments Feb 2007 - Aug 2010Boston, Ma, UsTraded high yield, emerging market and treasury bonds, leveraged loans, currency and CDS (HYCDX, CMBX and single name)Managed team projects and developed excellent relationships with vendors and internal constituents key to growth and efficient operation of our business.Recruited to be part of team that successfully turned around underperforming (3rd quartile) $3bn portfolios, delivering 1st quartile performance for 1, 2 and 3 years ending June 2010.Analyzed and constructed portfolios in line with model portfolio and client guidelines for $3bn retail and institutional accountsDesigned and built analytic tools used for development of model portfolioProvided excellent reporting and service to institutional clients, working closely with product specialists and clients directly on portfolio review and analysisResearched closed end funds for inclusion in portfoliosDeveloped and prepared presentation materials in support of client relationship management and business development -
Director - Global High YieldDeutsche Aug 1998 - Aug 2006Frankfurt Am Main, Hessen, DePoint of contact on high yield team for all other investment teams, operations team, product specialists, consultant relations, and business managers, providing excellent service and thoughtful analysis.Managed and developed three-person team, constructed portfolios in line with model portfolio and client/fund guidelines. Traded high yield and emerging market bonds, currency and derivatives for $5bn retail and institutional portfolios; performed asset allocation analysis for multi-sector income oriented fundsDesigned and built daily, weekly and monthly reports to provide risk management tools to the portfolio management and credit teamsDeveloped and managed excellent relationships with Wall Street broker/dealersPerformance measurement and reporting for mutual funds and separate accounts, attribution analysis, managing vendor relationships, ad hoc reporting and analysis (data, graphs, analyses) for High Yield, Investment Grade, Municipal and Small Cap investment teams. -
Senior Financial Analyst - TreasuryArkema Nov 1990 - Aug 1998Colombes Cedex, FrFinancial modeling and analysis, currency management, defined benefit pension plan analysis and administration. Domestic cash management, implemented Treasury Workstation and SAP treasury module. Internal auditing of corporate office and plant locations. -
Staff AuditorLaventhol & Horwath Sep 1989 - Nov 1990
Bob Mclaughlin, Cfa Skills
Bob Mclaughlin, Cfa Education Details
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Villanova UniversityAccounting -
Widener UniversityFinance
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St. James High School
Frequently Asked Questions about Bob Mclaughlin, Cfa
What company does Bob Mclaughlin, Cfa work for?
Bob Mclaughlin, Cfa works for Penn Capital Management Company, Llc
What is Bob Mclaughlin, Cfa's role at the current company?
Bob Mclaughlin, Cfa's current role is Director of Investment Services - Penn Capital Management Company, LLC.
What is Bob Mclaughlin, Cfa's email address?
Bob Mclaughlin, Cfa's email address is ra****@****ova.edu
What is Bob Mclaughlin, Cfa's direct phone number?
Bob Mclaughlin, Cfa's direct phone number is +121530*****
What schools did Bob Mclaughlin, Cfa attend?
Bob Mclaughlin, Cfa attended Villanova University, Widener University, St. James High School.
What skills is Bob Mclaughlin, Cfa known for?
Bob Mclaughlin, Cfa has skills like Portfolio Management, Asset Management, High Yield, Financial Accounting, Treasury Management, Investment Operations, Business Relationship Management, Foreign Exchange Management, Fixed Income Trading, Client Service, Cash Management, Client Relations.
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