Case Studies and Engagements

Structured Notes and Equity Derivatives Modernization

Client Focus - A global Capital Markets firm 

Leading a multi-year, multi-million-dollar business transformation for the expansion of the structured notes and equity derivatives business division.  Overhaul legacy systems, manual processes and operating models, while modernizing technological infrastructure.  Conducting a current state assessment to define a target operating model (TOM).  Managing complete project execution including project and program management, business analysis, functional testing and multi-vendor implementation.    

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