Colin Connaughton

About Colin Connaughton

Bloomberg\'s most experienced salespeople, otherwise known as Enterprise Relationship Managers (ERMs) are tasked with new business development, planning and executing enterprise-level engagements with Buy-side & Sell-side clients. Through the ERM engagement model, sales reps are responsible for taking a holistic approach to account management and revenue growth that focuses on the importance of having a clear understanding of client needs and demonstrating a proven competency in the markets in which they operate. The credibility established through this approach builds long term relationships with our clients. The resulting partnerships allow ERMs to mitigate risk through the prevention or displacement of competitors, identify opportunities for growth, and more easily navigate amongst key client stakeholders. ERMs help financial institutions solve a myriad of challenges. Rapidly evolving financial markets, regulatory pressure, costs, and increased interest in integration and automation are pushing institutions to optimize tech stacks, eliminate redundant systems spend, and reduce Total Cost of Ownership. Bloomberg\'s Enterprise Solutions span electronic trading, order management, portfolio management, real time, valuation, and reference data, and compliance solutions to control unstructured data like communications and files. By maximizing the use of managed cloud services, these solutions shrink the TCO for a firm while giving them cutting edge solutions to manage, distribute and integrate data. Bloomberg’s Enterprise Sales Relationship Managers address their clients’ challenges head on to achieve scale and operational efficiency across multiple workflows, including integration of front office electronic trading execution platforms with back/middle office order management systems, multi-asset & derivatives valuations, risk management, regulatory oversight, compliance governance, research management, portfolio factor analysis and performance attribution. As well as managing master data, corporate actions and reference data, and real-time or scheduled data feeds from 3rd parties, exchanges, in-house research content and proprietary datasets & models, or unstructured data like communications and files.

Experience

1. Financial Product Sales, Enterprise Relationship Manager, Hedge Funds & Family Offices, Ny & Ct

   Bloomberg

   Jul 2020 — Present · New York, NY, US

   I create and cultivate relationships within an account base of 151 Hedge Funds and Family Offices in New York City and Fairfield County, Connecticut to generate and convert pipeline across Bloomberg’s entire range of offerings: Core Terminal, Equity, Fixed Income & FX Execution Management Systems, Asset & Investment Order Management System, Transaction Cost Analysis, Liquidity Risk, Fixed Income Pricing & Derivative Valuation Services, Portfolio Analytics & Risk, NLP-based Sentiment & Event Driven Feeds, and Real-time & Reference Data. • I Lead 3 Account Managers & 4 Product Specialists specifically targeting hedge fund and family office workflows. Examples include the integration of execution management systems with back/middle office reconciliation platforms and order management systems; proprietary data, inhouse commentary & 3rd party content with research management systems; multi-asset & derivatives valuations in risk management systems; NLP-based sentiment & event driven feeds; and alternative reference data. • This includes identifying additional revenue opportunities through competitor displacements or integrations with proprietary and 3rd party providers across the enterprise (Charles River, Aladdin, Eze, Enfusion, Broadridge, Longview, Linedata, Advent, Sungard, SimCorp, Eagle, Murex, Calypso, Cassini, Fidessa, Rimes, Refinitiv, ICE, Markit, Redi, MarketAxess, Tradeweb, Advent, S&P, MSCI, Factset). HONORS & AWARDS • 2021 Financial Products Awards: Sale of the Year, Nominee, Bloomberg LP • 2021 Hedge Funds Americas Awards: Sale of the Year, Nominee Bloomberg LP INDUSTRY ENGAGEMENTS • 2022 Hedge Fund Series: Using Query Language to Tease Out Trends: Presenter, Bloomberg LP • 2022 Hedge Fund Series: Sustainable Portfolio Scoring & Reporting: Presenter, Bloomberg LP

Education

• Franklin & Marshall College

  Bachelor of Arts - BA