Sales, Trading and
Our breadth and depth of experience can deliver measureable improvements across product control processes, systems and sales and trading operations.
- Perform product control and process assessments.
- Improve daily P&L reporting processes.
- Develop KPI driven reporting and performance measurement dash-boarding.
- Asses cost allocation and funding models to ensure process efficiency.
- Define, develop and implement control frameworks.
- Perform tactical spreadsheet remediation and consolidation activities.
- Conduct system and process integration with Risk, Compliance, Finance and Regulatory Reporting.
- Develop automated FOBO reconciliation approaches.
Sales & Trading
- Develop real-time trade entry compliance checks.
- Enhance trading activity reporting in line with capital and liquidity requirements.
- Assist with and perform trading system implementations.
- Ensure on-shore and off-shore fund compliance where applicable.