Kevin Gallagher
Capital Markets at Bain Capital
Kevin Gallagher
Capital Markets at Bain Capital
Boston, Massachusetts
Overview
Work Experience
Head of Investment & Trade Operations, Capital Markets
2019 - Current
As a Senior Vice President and Head of Operations, I support global investments in a wide range of financial instruments, such as broadly syndicated bank loans, private credit, distressed debt, equities, CDS/CDX, CLOs, high-yield bonds, NPLs, and equity swaps. I lead and mentor a team of over 50 professionals across seven operational support teams based in Boston and London, including Middle Office, Trade Settlements, Recon & Control, Loan Administration, Private Credit and Distressed Operations, Corporate Actions, and Document Control. My Key Accomplishments: • Established and directed the day-to-day operations of the Capital Markets businesses, including Bain Capital Credit ($41B AUM), Bain Capital Special Situations ($16B AUM), Bain Capital Public Equity ($3B AUM), and Bain Capital Partnership Strategies ($2B AUM). • Spearheaded strategic technology projects from start to finish, ensuring successful delivery. Planned and delivered five-year transformative project, including complete overhaul and reconstruction of internal system architecture for increasing operational efficiency and effectiveness. • Arranged effective training, development, management rotation, and mentoring programs for employees to foster professional growth and engagement within the organization. • Built and maintained strategic partnerships with key outsourcing and co-sourcing providers with a focus on optimizing operational support for bank loan settlements, reconciliations, asset maintenance, and wire call-back processing. • Expanded operational support model by forging new outsourcing partnerships in India.
Vice President of Credit Operations
2013 - 2019
As a Vice President of Credit Operations, I led and trained trade settlements, middle office, and portfolio operations teams of 30 members to drive operations efficiency. I have defined and monitored Key Performance Indicators (KPIs) and metrics to measure open trades, cash break resolution. I have resolved cash and position discrepancies related to credit and trade activity across organization. I have built strong collaboration with finance, front-office, and IT teams for the development of cross-functional technology solutions. I have cultivated robust relationships with custodian banks, agent banks, and relationship managers from third-party service providers to promote seamless collaboration and effective service delivery. My Key Accomplishments: • Optimized cash reconciliation process through the development of Bain's first outsourcing relationship with Virtus Partners. • Designed and deployed cutting-edge technologies, such as Advent Geneva, Allvue's Everest platform, and GTreasury, enabling advanced operational capabilities and streamlining processes.
Director of Credit Operations
2008 - 2013
In my role of director of credit operations, I implemented a trade allocation system to optimize operational proficiency. I have participated to valuation committee meetings, delivering comprehensive presentations on valuation models and providing crucial data to support quarterly valuations process. • Directed the execution of first cash reconciliation system Indus Valley Partners’ Cosmos, transitioning away from Excel-based environment and optimizing cash reconciliation processes. • Developed, led, and expanded newly formed middle office team that specialized in pre-trade compliance, trade allocation, and trade desk allocation, and trade desk support to increase operational capabilities.
Manager of Credit Operations
2006 - 2008
Supervised and guided newly established portfolio operations team at Bain Capital Credit with a focus on achieving organizational objectives. • Developed and applied cash and position reconciliation process, mitigating firm risk and ensuring effective control measures. • Designing comprehensive workflow process and robust procedures to improve operational efficiency and streamline day-to-day operations within the team.
Manager
2000 - 2006
● Managed a team that supported both International and Domestic Settlements, managing trade fails, cash balances, and client inquiry support ● Helped to establish a Middle Office support team responsible for Interest Rate Swap and other Fixed Income security confirmations on behalf of our Client's Trading Desks ● Spent a year in Sacramento helping to integrate the back-office Operations of Barclays Global Investors into Investors Bank and Trust
Administrator
1999 - 2000
● Responsible for reconciling cash movements at our foreign sub-custodian banks to our internal ledger system
Education
B.S.
1995 - 1999