Alex Gaal
London,UK
Summary
Accomplished professional with extensive expertise in Fixed Income and Derivatives, coupled with a strong knowledge of EU/Asia regulatory initiatives and their portfolio impact. Demonstrates exceptional skills in departmental leadership, strategic planning, and front office system implementation. Proficient in Microsoft Office applications including Excel, Visio, and PowerPoint, with a proven track record of driving large-scale projects to successful completion. Career goal includes leveraging strategic mindset to further enhance organisational growth and efficiency.
Overview
14
14
years of professional experience
Work History
GIC Manager: Fixed Income Portfolio Analysis Group
Capital Group
London
01.2025 - Current
- Managed team dynamics by building heat maps for mandate coverage and designed a more robust training plan to minimize team impacts from attrition.
- Drove multiple efforts to scale business demands across PSM, IGE and GSA Growth Platform
- Provide daily escalation support across all LDO owned FI mandates and partnered with GIC leadership on resolution
- Provided input and direction on wholesale commercial changes related to the management of TBA allocated cash and FX across the organization
- Work closely with direct reports on developmental objectives
Derivative Operations Specialist
Capital Group
London, United Kingdom
07.2023 - Current
- Evolved role from sole derivative operations support to a more broad generalist by enabling new derivatives, drafting DRMC proposals on behalf of IG and working on CI efforts across Solutions, PSM and GSA growth platforms
- Provided daily support for all FI teams based in LDO/SIO related to derivative activity
- Worked with teams to upskill derivative knowledge across FIPAG, FIPC, Trade Ops and PGA
- Enabled the delivery of FX Options for our global PM/PSM teams
- Provided ongoing support related to derivative usage, limits and registration changes for our EU products.
Manager, AVP
Capital Group
Luxembourg, Luxembourg
08.2019 - Current
- Led formation and stand up of new team transitioning locations from Geneva to Luxembourg
- Responsible for daily oversight of outsourced provider for fund administration and custody functions
- Financial Accounting Representative for Luxembourg Funds facing off to CSSF
- Partnered with direct reports in development which led to an increase in performance ratings, promotions and overall associate satisfaction
- Set the tone for CI within our team by sponsoring or directly leading over 90% of our entire team efforts resulting in 2 FTE savings
- Led department effort to stand up our first Fund of Fund products in the Lux suite, driving outcome by partnering with multiple IO teams and ITG.
- Fund Platform business lead for solutions growth platform supporting EACG and CSG.
- Improved regulatory reporting across department by defining appropriate ownership and efficiencies, directly oversee transaction cost reporting.
- Promoted DE&I efforts across our team and am a mental health first aider for our Luxembourg office.
- Oversaw improvements and scalability within our passive currency overlay program
Trade Operations Lead Analyst
Capital Group
Santa Monica, USA
04.2017 - 08.2019
- Led trade and trade operations migration of all fixed income and derivatives onto Aladdin OMS providing premier risk analysis for portfolio management and scalable growth for current book of 300B AUM
- Key leader for FITS integration from GIC to Core Ops
- Designed UAT plan for Aladdin implementation utilized by PMO and multiple teams to leverage for independent testing
- Designed IBOR vs IBOR reconciliation tool for Aladdin UAT testing that eliminated manual risk and ensured data completeness for all downstream systems
- Led effort between business groups and BRS, pre and post go live on processes, gap resolution and implementing controls and oversight – core logic and functionality
- Trained 8 associates on Aladdin Trade/Order processing across FI, FX and derivatives
Trade Support Analyst
Capital Group
Santa Monica, USA
05.2015 - 04.2017
- Led effort for our team with the implementation of Aladdin, working with project and IO teams
- Built tactical solution for swap confirmation increasing volume bandwidth by 100%
- Implemented outsourcing model of term loan confirmation and settlement to Wall Street Office, saving 520 hours per year
- Trained and lead associate development for 3 new analysts
- Designed and implemented plan to increase trade matching over Bloomberg VCON, reducing risk and increasing STP by 30%
- Solved CDX trading limitations by working with Trading and IT to build requirements, test and implement reducing trading errors.
Senior Accountant
Capital Group
Irvine, USA
04.2014 - 05.2015
- Led implementation of changes to streamline term loan trading, settlement and accounting practices by partnering with GIC and GSO
- Designed excel tool used to create scale in instructing swap close entries in PA/CSTAR and opened up maximum swap close transactions from 20 to 50 per day.
- OII+ team lead responsible for designing and instructing ownership of new derivative products
- Created and executed training overviews for ACT associates reducing escalation emails by 50%
Accountant
Capital Group
Irvine, USA
10.2012 - 04.2014
- Completed daily cash and position reconciliations for both institutional and outsourced funds
- Team SME for fixed income and derivative related issues
- Lead the design, implementation and sustainability model for the standing instructions group
Accountant
Wilmer Hale
Dayton, USA
10.2011 - 10.2012
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Designed and supported the execution of a full internal audit for fixed asset reporting across all US offices.
Education
B.S - Accountancy And Finance
Wright State University, Raj Soin College of Business
Skills
- System and Application skills: Microsoft Office (Excel,Visio,PPT,etc), Aladdin
- Departmental Leadership
- Strategic mindset with a penchant for scale
- Front Office System Implementation
- Fixed Income Expertise including deep knowledge of Derivatives
- Strong Knowledge of EU/Asia regulatory initiatives and portfolio impact
Custom
- Associate Development
- DE&I Advocate
Timeline
GIC Manager: Fixed Income Portfolio Analysis Group
Capital Group
01.2025 - Current
Derivative Operations Specialist
Capital Group
07.2023 - Current
Manager, AVP
Capital Group
08.2019 - Current
Trade Operations Lead Analyst
Capital Group
04.2017 - 08.2019
Trade Support Analyst
Capital Group
05.2015 - 04.2017
Senior Accountant
Capital Group
04.2014 - 05.2015
Accountant
Capital Group
10.2012 - 04.2014
Accountant
Wilmer Hale
10.2011 - 10.2012
B.S - Accountancy And Finance
Wright State University, Raj Soin College of Business
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