Transformation Consulting for Alternative Asset Managers
In today's fast-paced financial landscape, large hedge funds are grappling with the challenges of outdated legacy and homegrown systems that hinder their ability to seize market opportunities and attract top talent. The pressure to transition to a modern technology stack is greater than ever, as firms recognize that innovation is key to staying competitive.
Meanwhile, mid-sized hedge funds are at a pivotal crossroads, poised for growth but needing the right strategies and solutions to scale effectively. Our consultancy specializes in guiding these firms through the complexities of transformation, ensuring they are equipped to thrive in an evolving market and achieve sustainable success.
Let us guide you in utilizing innovative solutions to achieve your highest aspirations.
Our Approach to Solutions
►Conducting Comprehensive Assessments: Identifying inefficiencies within existing processes to develop targeted solutions.
►Tailoring Strategic Solutions: Crafting bespoke strategies that address the unique demands of a firm.
►Driving Operational Optimisation: Implementing changes that streamline workflows, boosting productivity and effectiveness.
►Providing Dynamic Insights: Offering strategic foresight that enables clients to adapt swiftly to market trends and seize new opportunities.
Experience That Drives Results
With over 20 years of operational excellence, skills in optimizing processes and driving growth across diverse operational environments, particularly in multi-strategy hedge funds, are highly refined. This journey reflects a commitment to operational efficiency and a passion for mentoring the next generation of industry professionals.
Robust Industry Connections: Leveraging an extensive network of prime brokers, custodians, and vendors facilitates seamless partnerships that drive project success and enhance operational efficiency.
Empowered Networking: As an active member of the 100 Women in Finance and a well-connected professional across the industry, these relationships are harnessed to bring innovative insights and collaboration opportunities to every project.
Resource Accessibility: Additional people resources can be brought in for projects and implementations, ensuring that every initiative is supported by the expertise and tools necessary for optimal outcomes.
Professional Expertise
Trading Experience across full life cycle of trade from execution to settlement.
Hands-on system exposure and integrations, to name a few:
Bloomberg, DTCC, Enfusion, Eze OMS, Hazeltree, Icelink, Imagine-Trading Screen, Markit, MarketAxess, OMGEO CTM, Orchestrade, Traiana Harmony, TradeWeb, UnaVista, VPM.
Multiple asset class exposure, including:
Bank Debt, CDS, CDOs, Convertible Bonds, Derivatives, Equities, Fixed Income, FX, MBS, Money Markets, IRS, Private Credit, Private Equity, SPVs, Swaptions, TBAs, Volatility and Variance Swaps.
Completed training in the "Six Thinking Hats" method, developed by Edward de Bono:
A powerful framework for enhancing decision-making and problem-solving. This training equipped participants to adopt six distinct perspectives, fostering effective communication and collaboration. By exploring various facets of issues, creativity, critical thinking, and team effectiveness were enhanced, leading to more informed and strategic outcomes.
Professional Journey
A proven breadth of expertise exists across equities, fixed income, derivatives, and structured finance, including CLOs and CDOs.
Adeptness in managing Front to Back Office functions, combined with a deep understanding of operational risk and controls, enables navigation of complex transactions with confidence.
Hands-on experience in system migrations and regulatory changes further enhances the capability to drive operational excellence.
This unique blend of skills makes a strategic asset for any organization aiming to enhance efficiency and foster growth while inspiring the next generation of industry professionals.
Hudson Bay Capital Management LP
- Evaluated and optimized processes within a multi-strategy hedge fund to support diverse investment strategies.
- Directed a Global Trade Capture team for all liquid products and derivatives, driving operational excellence and fostering strong team dynamics.
Segantii Capital Management
- Successfully transitioned the firm from a Hong Kong-based equity firm to a global multi-asset firm operating in the UK and US, overseeing numerous portfolio managers and system integrations.
- Developed a top-performing operations team for EMEA, while managing EMEA & US treasury operations to optimize efficiency and financing.
Barclays Investment Bank
- Navigated complex transactions across multiple markets, ensuring compliance and efficiency.
Cheyne Capital Management
- Acted as a vital support partner to the Portfolio Manager of the Cheyne Convertibles Absolute Return Fund and two long-only convertible bond funds, enhancing investment performance through strategic collaboration.
- Delivered comprehensive global operational support across derivatives, listed and private securities, and structured finance, optimizing firmwide efficiency.
JPMorgan Chase
- Managed EMEA derivatives settlements, focusing on credit and rates, while covering special purpose vehicles (SPVs) and related high-value complex transactions.
- Collaborated with IT and project development teams to capture back-office process flows.