Gregory Galajda
Peabody,MA
Summary
Accomplished Manager at Wellington Management Company, adept in team leadership and complex problem-solving. Spearheaded a multi-regional team, enhancing reporting efficiency and reducing risk. Demonstrated excellence in verbal and written communication, achieving strategic partnerships and technological advancements. Proven track record in investment management at Wells Fargo, focusing on client satisfaction and operational improvements.
Overview
14
14
years of professional experience
Work History
Manager of Equity Product Reporting Analysts
Wellington Management Company
04.2022 - Current
- Manage a team of fifty Product Reporting Analysts based in Boston, London, and India responsible for providing client and marketing materials as well as customized client reporting for Multi-Asset, Alternatives, Equity, and Fixed-Income products.
- Partner with Investment Products & Fund Services, and Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting.
- Develop and deliver product-level content in client reporting; this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to certain products.
- Implement and uphold robust procedures and controls on the Product Reporting Team to reduce risk.
- Established the first team at Accenture as part of Wellington's Global Delivery Platform (GDP); continue to maintain a collaborative partnership with the Accenture offshore team to provide scale to support the evolving and increasing business needs of the reporting team, guarantee adherence to client reporting obligations and focus onshore resources on more strategic priorities.
- Partner with the APAC and EMEA Reporting Teams to ensure consistency of firmwide global reporting requirements.
- Collaborate with technology teams to develop and implement new applications to streamline processes within the group.
- Member of the Business Assessment Management working group for client reporting.
Lead Product Reporting Analyst
Wellington Management Company
09.2016 - Current
Client Service Analyst
Wellington Management Company
06.2015 - Current
Investment Management Associate
Wells Fargo Private Bank
09.2010 - 06.2015
- Investment strategy, relationship management, and business development for high net worth clients.
- Oversight and maintenance for two portfolio managers book of business. Responsibilities included; manager due diligence, portfolio rebalancing, trading, client meeting preparation, and compliance monitoring.
- Interacts frequently with clients, internal departments and external resources to research and resolve account issues.
- Create monthly and quarterly reports on performance, concentrations, sector allocation.
- Generate portfolio deconstructions and proposals for prospective clients.
Education
Bachelor of Science - Finance
Suffolk University
Boston, MASkills
- Team Leadership
- Time Management
- Verbal and written communication
- Complex Problem-Solving
Languages
Polish
Native or Bilingual
Timeline
Manager of Equity Product Reporting Analysts
Wellington Management Company
04.2022 - Current
Lead Product Reporting Analyst
Wellington Management Company
09.2016 - Current
Client Service Analyst
Wellington Management Company
06.2015 - Current
Investment Management Associate
Wells Fargo Private Bank
09.2010 - 06.2015
Bachelor of Science - Finance
Suffolk University
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