Summary
Overview
Work History
Education
Skills
Affiliations
Community Service
Career Experience
Timeline
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Kevin M. Gallagher

Kevin M. Gallagher

Hanover,MA

Summary

With a robust background at Bain Capital, L.P., I've excelled in driving operational strategy and leading global teams to achieve excellence. My expertise in technology implementation and team leadership has significantly enhanced operational efficiency, evidenced by spearheading transformative projects and fostering key partnerships. My strategic vision and ability to cultivate cross-functional collaboration have been pivotal in my achievements.

Overview

26
26
years of professional experience

Work History

Senior Vice President | Head of Operations (Credit & Insurance)

Bain Capital, L.P.
Boston, MA
01.2024 - Current
  • Lead the global Operations Team supporting Bain Capital Insurance Solutions and Bain Capital Credit, which includes our Private Credit, Liquid Credit, and Structured Credit strategies
  • Support global investments in a wide range of financial instruments, such as broadly syndicated bank loans, private credit, RMBS/CMBS, equities CDS/CDX, CLOs, high-yield bonds, and equity swaps
  • Lead and mentor an internal team of over 50 professionals across seven operational support teams based in Boston and London, including Middle Office, Trade Settlements, Recon & Control, Loan Administration, and Corporate Actions
  • Oversee two different co-source partnerships that augment our internal Operations team with another 100 individuals based in Mumbai and Dallas
  • Manage operational processing for financial products and vehicles, such as CLOs, separately managed accounts, long/short equity hedge funds, a publicly traded BDC, a UCITs fund, closed and open-ended funds, and various financing/structuring vehicles
  • Collaborate with global business and IT partners to deliver solutions for enhancing efficiency and reducing potential risks
  • Responsible for creating and implementing a strategic vision for Operations called Ops2026; a series of 30 initiatives focused on People, Process, and Technology
  • Expanded our partnerships with our co-source partners to leverage efficiencies in our global operating model
  • Implemented several new technologies in the broadly syndicated loan space, including Octaura and SS&C Loans as part of my ongoing effort to leverage technology to build scale as our business grows
  • Rebuilt our management control dashboards to allow for better daily oversight of Risk within Operations

Senior Vice President | Head of Investment & Trade Operations (Capital Markets)

Bain Capital, L.P.
Boston, MA
01.2019 - 01.2024
  • Responsible for running our Middle Office, Trade Settlements, Recon & Control, Loan Administration, Private Credit and Distressed Operations, Corporate Actions, and Document Control teams
  • 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
  • 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

Vice President of Credit Operations

Bain Capital, L.P.
Boston, MA
01.2013 - 01.2019
  • Oversaw and managed the Trade Settlements, Middle Office, and Portfolio Operations teams of 30 people
  • Defined and monitored Key Performance Indicators (KPIs) and metrics to measure open trades and cash break resolution
  • Resolved cash and position discrepancies related to credit and trade activity across the organization
  • Built strong collaboration with Finance, Front-Office, and IT teams for the development of cross-functional technology solutions
  • Cultivated robust relationships with Custodian Banks, Agent Banks, and Relationship Managers from third-party service providers to promote seamless collaboration and effective service delivery
  • 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

Bain Capital, L.P.
Boston, MA
01.2009 - 01.2013
  • Implemented trade allocation system tailored to enhance efficiency and streamline trading workflow
  • Contributed to valuation committee meetings, delivering comprehensive presentations on valuation models and providing crucial data to support quarterly valuations process
  • Built, lead, and expanded newly formed Middle Office team, specializing in pre-trade compliance, trade allocation, and trade desk support to boost operational capabilities
  • Spearheaded the implementation of a cash reconciliation system (Indus Valley Partners' Cosmos), transitioning away from Excel-based environment and optimizing the cash reconciliation process

Manager of Credit Operations

Bain Capital, L.P.
Boston, MA
01.2006 - 01.2009
  • 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
  • Designed comprehensive workflow process and robust procedures to improve operational efficiency and streamline day-to-day operations within the team

Operations Manager

Investors Bank and Trust
Boston, MA
01.2000 - 01.2006

Operations Associate

State Street Bank
Boston, MA
01.1999 - 01.2000

Education

Bachelor of Science - Finance

Providence College
Providence, RI
05-1999

Skills

  • Team leadership
  • Process optimization
  • Technology implementation
  • Cross-functional collaboration
  • Operational excellence
  • Process improvements
  • Operations management
  • Outsourcing & Vendor Management
  • Strategic leadership
  • Staff development
  • Strategic Project Execution
  • Relationship Management
  • Operational strategy
  • Global operations

Affiliations

  • Member of Versana's Buy-Side Operations Advisory Committee.
  • Member of Managed Funds Association Private Credit Operations Buy Side Committee.

Community Service

  • Board Member and Head Coach of Hanover SNAP, Inc.
  • Team Captain for annual Bain Operations Movember Challenge.

Career Experience

  • Bain Capital, L.P., Boston, MA, 01/01/06, Present, Senior Vice President | Head of Operations (Credit & Insurance), 01/01/24, Present, Lead the global Operations Team supporting Bain Capital Insurance Solutions and Bain Capital Credit., Support global investments in a wide range of financial instruments., Lead and mentor an internal team of over 50 professionals across seven operational support teams., Oversee two different co-source partnerships that augment our internal Operations team., Manage operational processing for financial products and vehicles., Collaborate with global business and IT partners to deliver solutions for enhancing efficiency and reducing potential risks., Responsible for creating and implementing a strategic vision for Operations called Ops2026., Expanded our partnerships with our co-source partners to leverage efficiencies in our global operating model., Implemented several new technologies in the broadly syndicated loan space., Rebuilt our management control dashboards to allow for better daily oversight of Risk within Operations., Senior Vice President | Head of Investment & Trade Operations (Capital Markets), 01/01/19, 12/31/23, Responsible for running our Middle Office, Trade Settlements, Recon & Control, Loan Administration, Private Credit and Distressed Operations, Corporate Actions, and Document Control teams., Directed the day-to-day operations of the Capital Markets businesses., Spearheaded strategic technology projects from start to finish., Built and maintained strategic partnerships with key outsourcing and co-sourcing providers., Vice President of Credit Operations, 01/01/13, 12/31/18, Oversaw and managed the Trade Settlements, Middle Office, and Portfolio Operations teams., Defined and monitored Key Performance Indicators (KPIs) and metrics., Resolved cash and position discrepancies related to credit and trade activity., Built strong collaboration with Finance, Front-Office, and IT teams., Director of Credit Operations, 01/01/09, 12/31/12, Implemented trade allocation system tailored to enhance efficiency., Contributed to valuation committee meetings., Built, lead, and expanded newly formed Middle Office team., Spearheaded the implementation of a cash reconciliation system., Manager of Credit Operations, 01/01/06, 12/31/08, Supervised and guided newly established Portfolio Operations team., Developed and applied cash and position reconciliation process., Designed comprehensive workflow process and robust procedures.
  • Investors Bank and Trust, 01/01/00, 12/31/06, Operations Manager
  • State Street Bank, 01/01/99, 12/31/00, Operations Associate

Timeline

Senior Vice President | Head of Operations (Credit & Insurance)

Bain Capital, L.P.
01.2024 - Current

Senior Vice President | Head of Investment & Trade Operations (Capital Markets)

Bain Capital, L.P.
01.2019 - 01.2024

Vice President of Credit Operations

Bain Capital, L.P.
01.2013 - 01.2019

Director of Credit Operations

Bain Capital, L.P.
01.2009 - 01.2013

Manager of Credit Operations

Bain Capital, L.P.
01.2006 - 01.2009

Operations Manager

Investors Bank and Trust
01.2000 - 01.2006

Operations Associate

State Street Bank
01.1999 - 01.2000

Bachelor of Science - Finance

Providence College
Kevin M. Gallagher