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.
More Case Studies
Capital Markets Migration and Integration
Back and Middle Office Outsourcing
CDIC Act Co-Owned and Trust Disclosure By-Law
SRD II (Shareholder Rights Directive)
Margin Rules Compliance for Uncleared Swaps
Fundamental Review of the Trading Book - FRTB
Regulatory Reporting Framework
Automation of Reg YY and Reg W Reporting
FRTB Model Development (Standard and Internal)
Operational risk using predictive analytics
Workplace Transformation - Capital Markets Real Estate
Fixed Income Broker Dealer Acquisition Integration
Global Bank Equities Post Merger Integration
Collateral Management Implementation
Audit and Regulatory Reporting Overhaul
Structured Notes and Equity Derivatives Modernization
Volcker Front Office Implementation
Calypso Money Market Migration