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Click here or scroll down to respond to this candidateCandidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLERelationship Manager: Hedge Funds Private Equity Family Office Effective closer with meaningful client-facing skills and a record of growing relationships and revenues. Talent for consultative selling through alignment of products and services with client goals. Skilled at leading teams/individuals, managing counterparty credit risk, and ensuring adherence to company policies and external regulations. Trusted partner to cross-functional groups in executing cohesive business strategies. International experience. Relationship Management C-Level Interaction Revenue Retention Risk Management Compliance Account Growth Client Onboarding Deal Structuring Contract Terms Client Engagement PROFESSIONAL EXPERIENCERBC Capital Markets Relationship Manager Apr 2012-Feb 2022 Built and grew relationships as a deal closer in client-facing role with hedge fund, private equity, and family office coverage; strengthened relationships through excellent customer service, comprehensive Wall Street product knowledge, client visits, market insights, influential presentations, and account reviews. Managed and mentored a team, instilling best practices and coaching on client interaction with institutional buyers and asset managers; elevated junior staff performance and ability to work independently. Delivered revenues significantly above goal by conducting thorough analysis, negotiating capital markets documents with Legal, honing sales strategy, and onboarding 100s of new clients. Chief contact to several major accounts with diverse investment strategies. Partnered on strategic objectives (e.g., enterprise risk management, revenue retention, marketing); analyzed counterparty credit risk, industry trends, competitor offerings, and client business environments. Resolved product trade issues across equities, fixed income, swaps, options, FX, futures, and repos. Ensured accurate accounting for compliance with GAAP and IFRS reporting. GE Capital Compliance Associate Mar 2011-Mar 2012 Analyzed private equity deals to ensure compliance with company policies; bolstered compliance due diligence, improved data gathering, and supported 100s of deal approvals. Managed research projects and delivered results ahead of schedule. Calyon Corporate and Investment Bank Relationship Manager Jun 2006-Jun 2008 Engaged in capital markets and banking relationship management covering hedge funds, broker-dealers, and related accounts; onboarded new clients and grew capital market wallets while controlling credit risk. Led client consultations to achieve short- and long-term objectives, aligning firm services and product offerings with client needs to drive sales growth and client engagement. HSBC Bank Relationship Manager May 2002-Jun 2006 Managed relationships with client coverage spanning hedge funds, brokers, high-net-worth individuals, banks, and related accounts; optimized service offerings, productivity, and profitability. Produced financial statements and supported investor communications for clients. Additional: Head of Portfolio Management at PlusFunds Group (fund of funds); Head of Hedge Fund Manager Due Diligence at Credit Suisse Asset Management; International Credit Officer at Smith Barney (London). EDUCATIONNew York Institute of Finance Credit Analysis Studies Kent State University Bachelor of General Studies, Economics & Statistics |
