Since 2008, our client has experienced substantial growth from $30B to nearly $100B by winning mandates of new clients with highly customized requirements. As part of this growth, the firm streamlined its product strategy and operating model in support of three strategic investment offerings: high yield, municipal, and global fixed income.
With an operating and technology model sized for its pre-growth state, the client struggled to meet the current and future needs of the business. Significant investment was needed for platforms in desperate need of upgrade. These systems had gaps within their data and integration architecture and forced users to adopt manual processes. The legacy operating model presented a significant operational risk to the firm and was constraining its ability to efficiently and effectively scale the business. In addition to the challenges in running the day to day operation, the client had limited operational and technology resources to address its challenges.
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