Robert Lurie Email & Phone Number

Charlotte, Nc, Us

United States

New York, New York

I lead strategy global operations for the TMT business unit with 100+ bankers and $500M in annual revenue. I oversee revenue, expense and deal pipeline management, and collaborate with human resources, finance and senior management on the annual budget process and 5-year strategic business plan. I provide ongoing analysis of the business relative to competition and market share across industry sectors and regions. I evaluate 3rd party vendor performance and identify new vendors based on business needs. I manage and plan employee headcount, recruiting and compensation, and develop initiatives to support positive employee engagement and company culture.Highlights so far include:• Spearheading a 3-5 year $5M technology plan to digitize investment banking data into a consolidated resource by improving access to data and enabling analysis by management teams for planning and decision-making. • Overseeing the design and execution of vendor solutions, collaborating with key stakeholders to implement Workday, Salesforce, and other 3rd party data feeds.• Established structure for weekly, monthly and quarterly reporting, modeled returns, productivity gains, and savings to support resource requests to C-suite.• Re-segmented coverage universe (+1,000 accounts), and developed priority accounts to focus resources on capturing greater TMT M&A market share; revenue has grown by 80% since 2019.• Facilitated organizational fluidity by serving as a sounding board, issue-spotter, proxy and confidant to Group Heads.• Responsible for offshore IB Analytics relationship, which has grown from an 8-person team to a 50-person, multi-year contract, representing $3+ million in value.• Owned career development and performance process on behalf of TMT Group Heads for 100+ bankers (all levels).• Led group workforce planning from headcount modeling to hiring / retention strategies; recommendations saw an increase in team size by 25%.

Greater New York City Area

I partnered with Executive Management to identify, value and execute against strategic opportunities with specific focus on competitive analysis, industry drivers and market mapping and sizing. I provided reporting and insights on financial results and identified opportunities to expand client accounts and develop new product initiatives. Achievements included:• Managing acquisitions and strategic partnership development with $35M in revenue and $120M in transaction value. Select transaction experience: Acquisitions of Shareholder InSite in 2014, ClearMomentum in 2014, and iLEVEL Solutions in 2015; Joint venture between Ipreo Loan Trade Settlement and Symbiont in 2016; Financing round of Synaps LTS, Ipreo’s blockchain solution in 2016. • Launching a private company solutions group, including developing go-to-market strategy, creating strategic partnerships, managing product development lifecycle, and establishing KPIs. Revenue exceeded $1M in first year. • Acting as deal team on strategic business acquisitions, conducting due diligence, developing financial forecasts and successful business cases.• Designing a new methodology and process for Executive Committee reporting, identifying KPIs, building market size analysis and tracking against plan details.

Greater New York City Area

I managed operations for a global group of 12 analysts, ensuring continuous productivity, quality and accuracy while meeting critical client SLAs. I developed, maintained, sold and serviced three key products: Equity Deals Database, RoadshowAccess, and Profile Builder. I acted as subject matter expert in product demonstrations and new business presentations with investment banking client base. Recruited, onboarded and trained new analysts. Successes included: • Leveraging internal data and external resources to develop studies used by the NYSE to highlight the competitive advantages of listing on NYSE over competing exchanges.• Successfully launching the Roadshow Access product in 2013, developing go-to-market strategies, pricing and sales collateral, and developing and delivering sales training. • Opening a Raleigh, NC office and building the team to provide additional resources for technology and product development.

Greater New York City Area

Greater New York City Area

I conducted and authored research on clients’ post-IPO stock performance, providing insight and information contributing to SecondMarket’s leadership position within the private company market.

Master Of Business Administration - Mba

B.S., Quantitative Analytics & Economics, Minor In Mathematics

Activities and Societies: Madison Investment Fund - Manager, Energy Sector Club Golf Team