R. Conrad Johnson

R. Conrad Johnson

Associate, Private Bank - Client Service Representative

Followers of R. Conrad Johnson2000 followers
location of R. Conrad JohnsonNew York, New York, United States

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  • Timeline

  • About me

    Head of Investor Client Management, Americas at Commonwealth Bank | Senior Relationship Manager | US Army Veteran

  • Education

    • University of Southern California

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      Bachelor of Arts (BA) Arts, Entertainment, and Media Management 3.76

      Activities and Societies: • Varsity Men’s Crew – Placed in Finals of the PAC 10 Championship • Summer Internship: Los Alamos National Laboratory Physics Division • Phi Beta Kappa, Mortar Board, Phi Kappa Phi honor societies • Kathleen Mika Scholarship – Alumni Board selection based on academic, athletic, and community service

    • Yale University - Yale School of Management

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      Master of Business Administration (MBA) Finance and Strategy • GMAT 770 (Top 1%), Distinction in Law (Top 5%)
  • Experience

    • J.P. Morgan U.S. Private Bank

      Jan 1999 - Jan 2001
      Associate, Private Bank - Client Service Representative

      Advised clients on portfolio investments, hedging strategies, estate planning tools and services, insurance projections, retirement forecasts, and basic taxation issues.✮ Designed and implemented the client financial reporting and diagnostic output for both the J.P. Morgan Private Banking On-Call clients and J.P. Morgan On-Line clients.

    • J.P. Morgan

      Jan 2002 - Jan 2007
      Vice President - Prime Brokerage Client Relationship and Product Development

      Served as the Primary Prime Brokerage client relationship manager for hedge fund clients across fixed income, foreign exchange, credit derivative, and interest rate derivatives products.✮ Designed and Implemented Fixed Income Prime Brokerage platform: developed J.P. Morgan Prime Brokerage capabilities in fixed income trade capture, settlements asset servicing and corporate actions, client reporting, internal reconciliations and cash management.

    • BNP Paribas

      Jan 2007 - Jan 2019

      Oversaw the Primary Client Relationships for 20+ Hedge Funds and Institutions and successfully drove revenue increases of 8.5% annually over the last three years. Created mandates in Prime Brokerage, Clearing and Custodial Services, successfully introducing new kinds of business in equities, FX repos and credit derivatives.With cross product expertise across all equities, fixed income, commodities, prime brokerage, OTC and listed options clearing, electronic platforms, primary capital markets, and fund administration products and services, 🚩I executed over ~15MM EUR in additional Global Markets activity in 2018. Additional Achievements include:✮ Created a pipeline of ~9MM EUR in Global Custody and Clearing mandates due in 2019. ✮ Spearheaded the US Regional aspect of the Cross-Platform Sales Project for Hedge Funds, introducing 30+ FIC and Non-FIC covered funds to Derivatives Execution and Clearing✮ Navigated, addressed and resolved diverse issues for Hedge Fund and Institutions clients including MiFID II negotiations for top 10 hedge funds in US, cybersecurity Due Diligence Questionnaires for several Hedge Funds, Data Security and Client Confidentiality. Show less Serving in duel capacity role, I cultivated COO/CFO relationships for all 280 U.S. Hedge Funds in the bilateral portfolio (derivatives, repo, prime brokerage) and managed Operations & Financing relationships with top Asset Managers & Financial Sponsor clients.I also managed the risk profile of BNP Paribas Hedge Fund client portfolio monitoring and rationalizing clean risk exposures. 🚩Reduced bilateral derivatives and repo credit limit exposure in the Americas by 30% while maintaining revenue targets.Select Achievements include:✮ Spearheaded U.S. based initiative to trade directly with Hedge Funds in Foreign Exchange products.✮ Established, improved and enhanced onboarding process for Hedge Funds and Institutions achieving a ~33% increase in Hedge Funds onboarded annually in the Americas annually from 2007 and 2014.✮ Worked closely with CEO of BNP Americas, Head of Credit and Head of Legal Documentation to initiate and chair Hedge Fund onboarding working group and negotiated numerous client ISDA/GMRAs. Show less

      • Managing Director, Global Relationship Manager

        Jan 2016 - Jan 2019
      • Chief Operating Officer, Investor Relationship Management, Americas

        Jan 2007 - Jan 2019
    • Commonwealth Bank

      Jan 2020 - now
      Head of Investor Client Management, Americas

      Lead global bank relationships with asset managers, hedge funds, and pension funds.

  • Licenses & Certifications

    • CFA - Chartered Financial Analyst (2003)

      CFA Institute
    • NASD Licenses: Series 7, 24, 63, and 65

      FINRA
  • Volunteer Experience

    • Light Infantry 1/187, 3/7 Special Forces Group

      Issued by US Army
      US ArmyAssociated with R. Conrad Johnson