Alexander Monte

About Alexander Monte

Financial professional with a strong record of driving results across capital markets, business development, and transformation programs. Brings a hands-on, analytical approach to solving complex operational challenges and delivering practical, cost-effective improvements in fast-paced environments. MBA-qualified with a blend of technical depth and commercial judgment, and experienced in working with cross-functional teams to enhance product offerings, improve execution, and unlock new opportunities for growth.Alpha FMC is a leading global provider of consulting services to asset and wealth managers and the companies that service them. Alpha support is often triggered by the many changes underway in the asset management industry: acquisitions, new regulations, recent control breaks, outsourcing initiatives, consolidation and cost saving initiatives, changes to organizational structure, product, channel or client mix. Our focus, expertise and track record means we are trusted by our clients to develop and implement solutions to address these challenges and maximize opportunities to advance their business.Alpha services: • Consulting: Fact-based consulting, system selection and provider selection, drawing in many cases on the extensive benchmark data collected as part of our benchmarking studies and working across the entire investment management value chain; front office, operations, distribution and digital strategies• Implementation: Program and project management for major change initiatives including fund migrations, M&A and system implementations • Benchmarking: Provide range of market leading benchmarking studies – e.g. Investment Operations, Transfer Agency, Product Development, Front Office and Support Functions

Experience

1. Partner - North America

   Alpha FMC

   Sep 2014 — Present · Boston, MA, US

   Progressive promotions since 2014. Management consulting professional focused on providing strategic and operational advice to clients in the asset and wealth management industry. Alpha is a leading global provider of consulting, benchmarking and implementation services to financial institutions globally. Our extensive experience and credentials span the entire asset management value chain and numerous competencies. I bring deep industry, client, operating model and technology delivery knowledge to these situations to help manage my clients’ interest and ensure Alpha always exceeds expectations.

Education

• Northeastern University

  Bachelor of Arts (BA), Political Science and Government

  2002 — 2007

• D'Amore-McKim School of Business at Northeastern University

  Master of Business Administration (MBA)

  2011 — 2013

Skills

• Valuation
• Securities Lending
• Portfolio Management
• Finance
• Fixed Income
• Financial Markets
• Trading
• Investment Banking
• Bloomberg
• Corporate Finance
• Financial Modeling
• Capital Markets
• Financial Risk
• Equities
• Mergers & Acquisitions
• Hedge Funds