Alexander is a licensed CPA with a decade of experience in financial services, including sales, mutual fund accounting and administration, regulatory compliance, and investment banking. His expertise includes financial analysis, valuation, and creating effective presentations. With a technical and creative skill set and a Booth MBA, Alexander helps businesses plan for growth and solve difficult problems through deep analysis and a thorough understanding of their challenges and opportunities.
Executed sell- and buy-side mergers and acquisitions for middle-market firms in the healthcare, manufacturing, business services, and software sectors.
Valued firms using discounted cash flow, leveraged buyout, and public company and comparable transaction analysis; analyzed client data and executed forecasts to demonstrate value propositions to potential buyers.
Drafted client presentations including confidential information memorandums, teasers, and management presentations.
Led business development activities such as creating marketing materials pitches to prospective clients.
Managed teams of attorneys, accountants, and lenders in the completion of interim milestones required to complete transactions.
Focus areas: Mergers & Acquisitions (M&A)
2015 - 2019
Assessed Northwestern's mutual funds, pension fund, and general account for investment risks in private equity, real estate, and public security portfolios, representing over $230 billion in assets.
Evaluated geopolitical, legislative, and reputational risk while serving as the foreign sanctions officer and made recommendations on investment decisions to the chief investment officer and chief risk officer.
Advised executive leadership and the board about regulatory risks and guided enterprise-level decisions, including a UK entity dissolution.
Authored and implemented new policies and procedures governing private securities investments within the EU.
Analyzed sub-adviser strategies and risks; guided selection, onboarding, and ongoing review for 17 external managers, representing over $27 billion in assets.
Focus areas: Regulatory Compliance
2011 - 2015
Orchestrated Northwestern's most complex sub-adviser transition, integrating four fixed income sub-advisers in one day, completing the yearlong reorganization of the investment department, and reducing regulatory risk.
Led a project to comply with the Dodd-Frank Act, incorporating centrally cleared swaps within the accounting system and ensuring the accuracy of thousands of transactions per year.
Enhanced the monthly expense payment process for mutual funds, including automation of management and sub-advisory fee calculations, which remedied past calculation errors amounting to over $300,000.
Devised a process to automatically validate pricing and portfolio valuations, conserving over 150 person-hours per year.
Focus areas: Accounting, Mutual Funds
MBA in Finance, Analytic Finance, Economics, and Strategic Management
2016 - 2019
University of Chicago, Booth School of Business - Chicago, IL, USA