Rob Mclaughlin Email and Phone Number
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Rob Mclaughlin is a Investment Banking Associate at William Blair. He possess expertise in teamwork, public speaking, marketing, leadership, social media and 16 more skills.
William Blair
View- Website:
- w-blair.com/E80y30soljc
- Employees:
- 2442
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Investment Banking AssociateWilliam BlairChicago, Il, Us
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Investment Banking AssociateLincoln International Jul 2021 - PresentChicago, Il, Us -
Associate DirectorEze Software Jun 2018 - Jun 2021Windsor, Connecticut, Us -
Senior Solutions AnalystEze Software Jul 2017 - Jun 2018Windsor, 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
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Solutions AnalystEze Software Dec 2016 - Jul 2017Windsor, 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
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Business ConsultantEze Software Sep 2015 - Dec 2016Windsor, 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
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AnalystEze Software Jan 2014 - Sep 2015Windsor, 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
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InternC9 Partners, Llc Mar 2020 - Sep 2020Santa Monica, California, Us -
Business Development AssociateCeb May 2012 - Dec 2013Arlington, Va, UsMaking 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/ -
InternThe Ireland Fund Of Great Britain Jan 2011 - Apr 2011
Rob Mclaughlin Skills
Rob Mclaughlin Education Details
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Northwestern University - Kellogg School Of ManagementFinance -
Indiana University BloomingtonManagement
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City, University Of London
Frequently Asked Questions about Rob Mclaughlin
What company does Rob Mclaughlin work for?
Rob Mclaughlin works for William Blair
What is Rob Mclaughlin's role at the current company?
Rob Mclaughlin's current role is Investment Banking Associate.
What is Rob Mclaughlin's email address?
Rob Mclaughlin's email address is rm****@****oft.com
What is Rob Mclaughlin's direct phone number?
Rob Mclaughlin's direct phone number is +161731*****
What schools did Rob Mclaughlin attend?
Rob Mclaughlin attended Northwestern University - Kellogg School Of Management, Indiana University Bloomington, City, University Of London.
What skills is Rob Mclaughlin known for?
Rob Mclaughlin has skills like Teamwork, Public Speaking, Marketing, Leadership, Social Media, Powerpoint, Social Networking, Microsoft Excel, Public Relations, Time Management, Microsoft Office, Microsoft Word.
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