Rob Mclaughlin Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Windsor, Connecticut, Us

Windsor, Connecticut, Us

• Serves as critical point of contact with clients for day-to-day inquiries and acts as an escalation for client counterparties and internal teams for appropriate issue resolution• Create and perform training to build internal knowledge on product and process to help onboard new hires• Responsible for leveraging and maintaining internal knowledge articles• Selected to participate in experimental projects aimed to improve internal operational processes

Windsor, Connecticut, Us

• Provided Tier 1 support to entire client base, troubleshot urgent production issues daily within an extremely time-sensitive and high-stakes industry• Excelled at strategic thinking and problem solving to resolve a wide range of high priority production issues, while balancing client expectations within the market trading day restrictions• Provided clear, effective communication with key stakeholders at clients, internal teams, and various third party relationships about open items, ongoing projects, and current production issues

Windsor, Connecticut, Us

• Client facing role that managed all aspects of new and existing buy side accounts working closely with key stakeholders at Hedge Funds and Traditional Asset Managers to configure and support the Eze product suite based on individual client needs• Created and produced real time profit and loss and exposure reports for PMs and finance teams• Worked with PMs and Traders to build complex models to rebalance portfolios and execute fund strategies• Helped operations teams with position reconciliation, daily transaction reporting, cash flow management, and coordinating projects with their respective custodians and prime brokers• Assisted in the account management, production support, and project management of 40+ clients on a team of six consultants; lead consultant on 10+ accounts with AUM totaling over $40 Billion

Windsor, Connecticut, Us

• Built and maintained relationships with clients, consultants, and brokers• Coordinated with internal and external parties to prepare clients for upgrades and Disaster Recovery tests• Leverage proprietary monitoring tools to identify and troubleshoot electronic trading, gaining an operational perspective on global financial markets• Tested and brought live over 500 electronic trading connections including advanced workflows, such as MBS, drop copies, and VCON• Facilitated customized projects with third party platforms such as Eze EMS, Bloomberg EMS, Bloomberg Tradebook, Liquidnet, and BIDS• Provided 4 months of overnight support for Eze global client base in AsiaPac and EMEA, facilitated expanding international team's knowledge base through training

Santa Monica, California, Us

Arlington, Va, Us

Making More Effective CFOs and Business Partners:CEB’s Finance Leadership Council includes professionals from the world's leading companies. We learn from the world's best companies to provide research, benchmarking, and training to Finance executives and their teams. Our research team works directly with finance professionals to help them drive measurable improvements across key operational processes such as budgeting and forecasting, performance management, growth strategy, risk mitigation, and FP&A.CEB website: http://www.executiveboard.com/Finance Leadership Council: https://www.financeleadershipexchange.com/

Master Of Business Administration - Mba, Finance

Bachelor Of Science (Bs), Management

Education record