Projects

Projects

Front Office Implementation for a Leading Hedge Fund Manager

Citisoft provided project management, delivery skill, and subject matter expertise in assisting a leading multi-strategy hedge fund implement the Charles River IMS order management system. Citisoft’s experienced team actively participated in detailed workflow analysis and design, testing, and training efforts as part of the larger program. Additionally, Citisoft provided extensive guidance to the client’s technical staff through formal knowledge transfer in support of a custom-developed application created via the Charles River IMS API.

DOMAIN: SERVICE: DELIVER; Systems Implementation / Upgrade
Client Communications Strategy and Execution for a Leading Asset Manager

Citisoft was engaged by a leading Investment Manager to conduct a detailed Client Communications Strategy in support of the firm's long-range business goals. The detailed assessment identified key challenges and risks associated with the current resource, process, and technology components of the firm's client communications reporting function and recommended technical and operational improvements to better enable the business' vision.

DOMAIN: MIDDLE AND BACK OFFICE; Client Reporting; DATA AND REPORTING; Data Storage and Delivery; Reporting and Business Intelligence SERVICE: ASSESS; Strategic Assessment and Planning; DESIGN; System Selection; Operating Model Design; DELIVER; Systems Implementation / Upgrade; Business Process Re-Engineering; Program Management Office
Technology and Operations Strategy for a Leading Hedge Fund Administrator

Citisoft was engaged by a leading Hedge Fund Administrator to perform a strategic assessment of the organization's operational and technical capabilities and develop a long-term plan for improvement. The goal of the effort included the detailed assessment of the people, process and technology used to support the firm's business and provide a roadmap for achieving their strategic vision: to become the premier fund administration providers in the industry.

DOMAIN: SERVICE: ASSESS; Strategic Assessment and Planning; Operations Rationalization
Client Reporting Data Management Solution Design and Delivery

Citisoft partnered with a Leading Global Asset Manager to develop the design, vision, and objectives for a new data repository within the client reporting platform. This new repository would be the primary source of structured data for all communications released on the platform. Citisoft performed an in depth review of the current state of the client communication technology and processes, and proposed a future state design.

DOMAIN: MIDDLE AND BACK OFFICE; Client Reporting; DATA AND REPORTING; Data Storage and Delivery; Reporting and Business Intelligence SERVICE: ASSESS; Strategic Assessment and Planning; DESIGN; Investment Systems Design; DELIVER; Systems Implementation / Upgrade

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Managing Vendor Risk: What Should You Be Doing?

While the investment management marketplace has been transformed by drivers including globalization and mergers & acquisitions, vendor firms have also been going through a period of transformation. How closely does the vendor you engaged with resemble the vendor you so carefully vetted and selected two, five or ten years ago?  

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Corporate Intelligence

Outsourcing: Risk Mitigation, Exits and Expectations

It is clear that investment management firms will need to employ a much more sophisticated and detailed approach to outsourcing provider selection and due diligence based on rece

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Industry Perspective on HF Administration Shadow

“Having a redundant back-up at Northern Trust gives [Bridgewater Associates] flexibility in terms of servicing with BNY Mellon,” he says. “You’re going to keep a service provider very motivated, and you’re going to keep them operationally efficient by keeping costs down.”

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