Matthew Campagnoli
Hoboken,NJ
Summary
Recognized for exceptional sales performance with large hedge funds and mutual funds. Skilled in negotiating research agreements and identifying new accounts aligned with investment criteria. Consistently achieved sales targets through strategic prospecting and relationship management.
Overview
10
10
years of professional experience
Work History
Institutional Equity Sales Director
Analyst Hub, LLC
09.2019 - Current
- Cover institutional accounts based in New York, Boston and UK for independent research firms
- Negotiate research agreements with PMs, CIOs, and broker liaisons on behalf of our IRPs
- Prospect new accounts by analyzing firms investments criteria
- Recognized on quarterly vote for sales effort by top accounts like Fidelity Management & Research and Wellington Management
- Develop relationships between research analysts and institutional clients
- Communicate investment recommendations regularly to clients
- Manage compliance due diligence requirements to open new accounts
Institutional Equity Sales Associate
Raymond James Financial, Inc.
09.2016 - 09.2019
- Supported sales team covering hedge funds and mutual funds based in New York
- Recognized on quarterly vote for sales effort by top accounts like Millennium Management and Point72 Asset Management
- Summarize and synthesize equity research to service institutional clients needs
- Analyze data to determine client’s investment needs
- Provide monthly summaries that detail service levels on account by account basis to third party aggregators
- Collaborate with sales team to develop better ways to service clients
- Communicate regularly with research analysts and sector specialists
Business Technology Associate
Raymond James Financial, Inc.
09.2015 - 09.2016
- Rotational program in the Technology Division that has included various areas across Capital Markets as well as IT Security
- Review and analyze transaction cost analysis platform (Markit), which is utilized to monitor trade execution performance
- Completed research report analyzing C-level wire transfer fraud, detailing the tactics used by fraudsters and recommended prevention techniques
Education
Bachelor of Science - Finance
Quinnipiac University, School of Business
Hamden, CT01.2015
Skills
- Bloomberg
- Factset
- Microsoft Office Suite
- Microsoft Outlook
- Client relationship management
- Sales process
Hobbies and Interests
- Golf
- Snowboarding
- NY Sports Fan
References
Available upon request
Timeline
Institutional Equity Sales Director
Analyst Hub, LLC
09.2019 - Current
Institutional Equity Sales Associate
Raymond James Financial, Inc.
09.2016 - 09.2019
Business Technology Associate
Raymond James Financial, Inc.
09.2015 - 09.2016
Bachelor of Science - Finance
Quinnipiac University, School of Business