Shaun Kenney
New York
Overview
9
9
years of professional experience
Work History
Sales Relationship Manager
MarketAxess
New York
10.2022 - Current
- Manage relationships with over 75 buy-side clients responsible for over $50B in trading volume across US Credit, Emerging Market Debt, European Debt, Municipal Bonds, and US Treasuries.
- Support strategic client coverage across leading asset managers, private banks, RIA’s/wealth managers, and insurance companies through high-touch product education and client service.
- Drive adoption of complex electronic fixed income solutions, including RFQ, automation, portfolio trading, and order book protocols, by aligning product capabilities to client workflows and investment objectives.
- Prepare client-facing materials, product positioning, and meeting follow-ups for sales campaigns, product launches, and cross-functional account planning.
- Collaborate with sales, product, technology, onboarding, and operations teams to resolve client needs, prioritize platform enhancements, and expand usage across related entities.
- Leverage Salesforce, Tableau, market/system data, client analytics, and AI-assisted workflows to support client research, pitch preparation, pipeline development, and tailored follow-up.
U.S. Balance Sheet and Capital Management Associate
RBC Capital Markets
New York
04.2021 - 10.2022
- Supported RBC New York Branch balance sheet reporting and performance management analytics, including variance analysis and forecasting for senior management, committees, and regulatory stakeholders.
- Analyzed capital, liquidity, and balance sheet metrics against peer institutions to provide commentary on industry trends, competitive positioning, and potential regulatory developments.
- Developed annual assessment of peer bank credit ratings and large bank failures to assist with internal capital goal setting and presented findings to U.S. CFO.
- Researched movements across tailoring category metrics, including average assets, short-term wholesale funding, non-bank assets, cross-jurisdictional activity, and off-balance sheet exposure.
- Provided quarterly Regulation W analysis on the U.S. holding company to ensure covered transactions remained within regulatory limits.
Liquidity Management Associate — Corporate Treasury
J.P. Morgan Chase & Co.
New York
08.2019 - 04.2021
- Oversaw intercompany sources and uses of funding and liquidity at a legal entity level to satisfy internal and external regulatory liquidity and stress requirements.
- Communicated significant funding and liquidity actions to reporting teams to ensure accurate balance sheet treatment and stakeholder transparency.
- Worked with Capital Management to facilitate dividends, returns of capital, and capital injections across subsidiaries and parent entities.
- Supported collateral movement for non-cleared derivatives, public unit deposits, and fiduciary deposits, coordinating across Treasury, Liquidity Management, and Commercial Bank teams.
- Developed collateral deployment and reserve requirement analyses and presented recommendations to Treasury senior management and cross-functional stakeholders.
Financial Analyst Development Program — Chief Investment Office Finance Analyst
J.P. Morgan Chase & Co.
Newark
07.2017 - 08.2019
- Owned daily account reconciliations between risk system, sub-ledger, and general ledger for North American and London branch CIO derivative trades.
- Ensured accuracy of daily mark-to-market, accruals, and cash flows for trades in CIO hedging portfolios while partnering with trading, finance, and control teams.
Education
Bachelor of Science - Finance
The Pennsylvania State University, Smeal College of Business
University Park, PA05.2017
Skills
- Bloomberg
- Salesforce
- Tableau
- S&P Market Intelligence
- CreditSights
Skills Interests Goals
Bloomberg, Salesforce, Tableau, S&P Market Intelligence, CreditSights, Series 7, Series 63, Passed CFA Level 1
Timeline
Sales Relationship Manager
MarketAxess
10.2022 - Current
U.S. Balance Sheet and Capital Management Associate
RBC Capital Markets
04.2021 - 10.2022
Liquidity Management Associate — Corporate Treasury
J.P. Morgan Chase & Co.
08.2019 - 04.2021
Financial Analyst Development Program — Chief Investment Office Finance Analyst
J.P. Morgan Chase & Co.
07.2017 - 08.2019
Bachelor of Science - Finance
The Pennsylvania State University, Smeal College of Business