Swap Trading Front-end for a Hedge Fund Manager

Situation

The client's existing system was not scalable enough to support its explosive growth of business. The selected replacement system did not provide sufficient capability for their large volume of swap transactions.

What we did

Analyzed requirements for swaps, collateral management, reporting and other business-specific needs.
Created architecture and design for a front-end to provide functionality not supported by the new accounting system.
Developed implementation plan.

Obstacles

The existing system was not well documented. A small number of people knew about the process but had never documented that knowledge. The client has a unique approach to using swaps (large volume of total return swaps).

Results

The client accepted the plan and will proceed as soon as negotiations with the accounting system vendor are complete.

Other Case Studies:
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Skills

Business analysis

Architecture