Investment Systems Evaluation and Implementation

Trade Order Management System Selection and Implementation

Successfully implemented an industry-leading trade order management, portfolio modeling and pre-trade compliance system for a $60 billion institutional investment management firm.

Performance Measurement, Attribution and Composite Management System Selection and Implementation

Led the systems selection and performance system implementation for one of the largest insurance and financial services companies worldwide.

Data Hub System Selection and Implementation

Led the strategic data architecture, systems selection, DWH, OMS and performance implementations for one of the largest insurance and financial services companies worldwide.

Pre and Post-trade Compliance System Implementation

Successfully implemented a PORTIA compliance monitoring system for a major investment management firm with assets under management exceeding $120 Billion. Utilizing a proprietary compliance methodology to rationalize restrictions, enabling rules to be catalogued into logical groupings. The project’s scope was inclusive of prospectus interpretation, restriction rationalization, data feed requirements and integration.