EDM Expertise – OTCFin

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EDM Expertise

EDM Expertise

EDM EXPERTISE

The company’s core expertise lies in implementation of enterprise-wide data management and risk platforms, including connectivity and integration with third-party data benchmark providers and risk and investment systems. We help our clients streamline their trading/investment work processes and provide enterprise-wide views of their holdings and risk.

EDM IMPLEMENTATION

DATA MANAGEMENT

EDM Implementation

Professional Services for Data and Systems Integration.

OTCFin offers consultancy services supporting all phases of your EDM implementation project:

Business Analysis and Testers

Current State and business requirements analysis, business specifications
for targeted Future State
Vendor selection process
Functionality testing and quality assurance

Project Management

Experienced project managers with proven track record in planning, organizing, leading
and controlling projects of all sizes and complexities

Database and Application Developers

In addition to being Microsoft Silver Partners with knowledge in Microsoft technologies (SQL Server,
C# .NET, Power BI), our developers are also skilled in Oracle, Java, C++, Python, MATLAB, R as well as reporting tools such as Tableau and OBIEE
Skilled in implementing/configuring data ETL processes and Data Monitoring tools to collect and
reconcile from multiple data providers

Data Analysts, Financial Engineers and Subject Matter Experts

Analyze and map data for various asset classes
Risk and Pricing systems implementation- automate data inputs and outputs, implement client-specific assumptions and models
Assist in model validation processes

Our team are multi-skilled professionals who understand the business and have the technical acumen to deliver effective solutions data and systems intensive projects.

The chart below illustrates the typical data and reporting framework which OTCFin has built and supported, enabling its clients to control and gain efficiencies in their data processes.

Implementation Experience

OTCFin staff also has over two decades’ experience working hand-in-hand with sophisticated banks, asset managers, and insurers to implement data modeling, market and credit risk, and performance solutions across:

Many asset classes: equity, fixed income, structured products, and derivatives as well as alternative investments (Hedge Funds, Real Estate, Private Equity, Infrastructure).

All relevant data types: security terms and conditions, positions, transactions, performance, analytics and sensitivities.

Sample list of data providers and risk/pricing systems integrated with:

Data Management Services

Data Operations

Having access to clean and actionable data is one of asset managers’ most valuable assets. However many firms may find that they do not have the adequate resources or skillset to keep up with and maintain the numerous data types and sources on an on-going basis.

Let our data experts provide on-going support for your data operations such as:

Data cycle execution.

Data quality monitoring and resolution.

Business end-user support during business hours, documentation and training.

Disaster recovery and Business Continuity planning and testing.

Depending on your needs, we may operate your data processes on-site, via remote-access or in managed service mode alongside deploying your data process on our EDM infrastructure.

WANT TO LEARN MORE?

Whether you’re tackling a new implementation projects or looking to streamline existing processes, we’re here to help.

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