Relationship Manager Private Equity

ROBERT KEARNEY 914-***-**** ad2pmq@r.postjobfree.com www.linkedin.com/in/bob-kearney-73a6478

Relationship 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 EXPERIENCE

RBC 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). EDUCATION

New York Institute of Finance – Credit Analysis Studies Kent State University – Bachelor of General Studies, Economics & Statistics

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