Case Studies and Engagements

Risk Modernization

Client Focus - A major Financial Institution

Facilitating the migration of a Swaps Based Dealer from a Standardized Model approach to a Models Based approach, and assisting with business process optimization including requirements gathering, BRD (business requirements document) preparation, and the development of mock-up schematics and workflow diagrams to solicit user input and feedback.  Conducting 3rd party fintech vendor platform evaluations and proofs-of-concept development.  Engaged with multiple lines of business from Front Office, Quantitative Risk and Analytics, Middle Office, Market Risk Infrastructure, and IT, in support of data models and data dictionaries, along with UAT coordination, user training, and project management oversight. 

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