Alexander Gee, Cfa Email & Phone Number
Who is Alexander Gee, Cfa? Overview
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Alexander Gee, Cfa is listed as Walk-Leader at MenWalkTalk, a company with 12 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alexander Gee, Cfa.
Alexander Gee, Cfa previously worked as Associate, Quant Analytics, Private Markets Research at M&G Investments and Credit Research Analyst (Manager), Leveraged Finance at M&G Investments. Alexander Gee, Cfa holds Charter Holder from Cfa Institute.
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About Alexander Gee, Cfa
Dedicated and result oriented professional with a wealth of experience in financial services analysing leveraged loans & high yield transactions and leading quant analytics projects across private debt. Currently a quant associate where I analyse financial statements and large data sets for multiple businesses to find trends, margins and pressure points for portfolio management. A robust understanding of UK and European fixed income markets and a track record of effectively communicating complex investment strategies to diverse audiences. Recently led a cross-functional team to create the first automated reporting and visualisation tool for a £4bn Social Housing Portfolio. Proficient in python, SQL and power BI to create financial analytics dashboards for clients and new opportunities. Previously, worked as a financial analyst for seven years for a ~€11bn portfolio before transitioning to analytics. Mental Health First Aider trained.
Alexander Gee, Cfa's current company
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Alexander Gee, Cfa work experience
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Associate, Quant Analytics, Private Markets Research
Current- Responsible for leading analytics projects, insights-generation and reporting automation for a ~£90bn portfolio
- Develop and maintain a suite of client-facing materials, including performance dashboards and sector-specific analyses, enhancing client engagement and understanding.
- Led the development of an automated reporting and data visualisation tool for a £4bn internal client Social Housing Portfolio’s annual performance reviews:
- Supported data cleansing and sanitization across 4 separate data streams, and established a common data architecture for use across Private Markets
- Used Power BI, SQL and Databricks to overall time to prepare performance reports by 90%
- Facilitate complex discussions with portfolio managers and clients, translating technical large financial data sets into clear, actionable content
Credit Research Analyst (Manager), Leveraged Finance
- Managed primary market deal execution for leveraged loans and high yield, including credit analysis, cash flow modelling, and legal documentation review.
- Proactively managed a combined ~€750m/ €11bn portfolio of 20 loans and high-yield bonds, by monitoring corporate actions and performance, restructuring scenarios and assisting portfolio managers with relative value.
- Designed and implemented Relative Value Power BI dashboards to gather market insights and facilitate strategic trade decisions for €11bn portfolio.
- Built and maintained relationships with arranging banks, financial sponsors and management teams, to grow business, including the relationship manager role with a top 5 M&G underwriter.
Investment Graduate
Rotated across Leveraged Finance, alternative credit, restructuring and stressed equities as part of graduate program. Was then offered full time role in leveraged finance
Analyst
- Provided consulting services to high net-worth £20m+ external client portfolios across debt and equity
- Analysed market trends, client risk appetite and overall concerns to define and deliver tailored client solutions
Intern
- Assisted in the pricing and risk assessment of bond transactions, gaining initial exposure to market and funding risk evaluations.
Intern
- Engaged in the assessment and pricing of credit derivatives, developing foundational skills in complex financial instruments and risk modelling
Alexander Gee, Cfa education
Charter Holder
Ba (Hons), History, 1St Class
Investment Management Certificate (Imc)
Frequently asked questions about Alexander Gee, Cfa
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What company does Alexander Gee, Cfa work for?
Alexander Gee, Cfa works for MenWalkTalk.
What is Alexander Gee, Cfa's role at MenWalkTalk?
Alexander Gee, Cfa is listed as Walk-Leader at MenWalkTalk.
Where is Alexander Gee, Cfa based?
Alexander Gee, Cfa is based in United Kingdom, United Kingdom, United Kingdom while working with MenWalkTalk.
What companies has Alexander Gee, Cfa worked for?
Alexander Gee, Cfa has worked for Menwalktalk, M&G Investments, Rbc, Stonehage Fleming, and Killik & Co.
Who are Alexander Gee, Cfa's colleagues at MenWalkTalk?
Alexander Gee, Cfa's colleagues at MenWalkTalk include Jake H. and Kayleigh Want.
How can I contact Alexander Gee, Cfa?
You can use AeroLeads to view verified contact signals for Alexander Gee, Cfa at MenWalkTalk, including work email, phone, and LinkedIn data when available.
What schools did Alexander Gee, Cfa attend?
Alexander Gee, Cfa holds Charter Holder from Cfa Institute.
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