Alex Graham

Alex Graham

Studies at:

IE Business School

Location in:

Madrid, Spain

Alex Graham

Alexs connections

Currently

Studies at:
IE Business School
Location in:
Madrid, Spain

Bio

I am a CFA Charterholder treasury specialist with five years of experience within the world of balance sheet and portfolio management. My focus has been within optimizing large asset/liability and currency positions within the strategic requirements of a large scale banking operation. This has fostered my pragmatic and enterprising approach towards problem solving and business growth.

Alex has worked/studied in

  • Canada
  • Spain
  • United Kingdom

Alex speaks

  • English
  • Spanish

Alex has experience in

  • Finance - Asset management/ hedge funds
  • Finance - Investment banking
  • Financial services (incl. insurance, mortgages, retail banking)

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Work

2008 – 2013

Treasury & Portfolio Management Dealer

Investec
  • Fixed Income dealer for Central Treasury division, assisting in bank funding and balance sheet/portfolio management
2007
(Feb – Aug)

Position Services Analyst

Morgan Stanley
  • Intern within Operations division, focussed on managing Corporate Action risk for Equities and Prime Brokerage customers.
2005 – 2006
(Aug – Jan)

Credit Cards Project Officer

HSBC
  • Intern within Credit Cards division, projects included customer service improvement and offshoring operations to Asia.

Work

2008 – 2013

Treasury & Portfolio Management Dealer

Investec
  • Fixed Income dealer for Central Treasury division, assisting in bank funding and balance sheet/portfolio management
2007
(Feb – Aug)

Position Services Analyst

Morgan Stanley
  • Intern within Operations division, focussed on managing Corporate Action risk for Equities and Prime Brokerage customers.
2005 – 2006
(Aug – Jan)

Credit Cards Project Officer

HSBC
  • Intern within Credit Cards division, projects included customer service improvement and offshoring operations to Asia.

Education

2014 – 2015

IE Business School

International MBA
2007 – 2008

York University: Schulich

BSC (Hons) Business Administration
2004 – 2008

University of Bath - School of Management

BSC (Hons) Business Administration

Achievements

  • Chartered Financial Analyst (CFA)

Additional Info

Nationality:
  • British