50+ years of experience building and running world-class investment operations teams at the world's leading asset management firms
Decades of transformation engagements helping managers achieve top-quartile performance in operational efficiency and digital enablement
Next-generation operating models for partnerships, mutual funds, UCITs structures, institutional separately managed accounts, and more
Oversees strategic initiatives, client relationships, and company growth
Ensures the adequate resources and systems for outsourced operational activities firm-wide
Expands managed service relationships, contract negotiations, and service design
Oversees the service delivery, operations and expansion of all operational support services
Performs management companies' financial reporting, accounting, and payroll
Oversees internal controls, accounting policies, and financial procedures across clients and the firm
Oversees and supports the development of business initiatives
Works with marketing leadership to build relationships and drive growth
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Advises managers on the set-up and establishment of investment funds
Prepares,revises, and reviews offering and conditional documents
We bring expert implementation and a relationship-based commitment to optimize operations, increase margins, and bring products to market.
The experience to identify architectural gaps, implement tactical and strategic improvements, and uncover cost-savings opportunities
A scalable technology platform without the associated costs of upgrading and maintaining it
Longstanding vital relationships that allow us to offer on-demand services and full-service models where all you need to bring is an OMS
Processes and workflows that best meet manager needs and are agnostic to existing in-house capabilities
330 Sunrise Highway, Suite 230
Rockville Centre, NY 11570
