Shadow accounting (direct lending, CLOs, hedge funds, liquidity) support to a Europe-based credit and private debt manager

  • 40%+

    annualised operational cost savings

  • 5x

    increase in client interactions


CLIENT CHALLENGES
  • One of the largest Europe-headquartered credit and private debt managers, with global expertise in senior secured loans, high-yield bonds, private credit, structured credit, special situations and multi-strategy credit
  • Client was looking for help with liquidity management, cash projections, preparation of cash ladders, co-ordination with MO to clear aged cash breaks using in-house and third-party applications
  • Client was looking for help with cash reconciliation, asset rollovers, income and capital distribution and invoice processing on the WSO system
  • Client was looking for help with fund control activities such as invoice verification and cross-checking daily, weekly, semi-monthly/monthly NAVs from different sources for various loan funds and comparison with FA reports
  • Client was looking for help with monthly and quarterly European and US payment reports and the provision of investment risk support for the compliance teams
OUR APPROACH
  • Validating errors in overnight imports of data from broker to client system, providing a heads-up to team about the type of error and resolving the issue with the IT team
  • Started performing daily top-day activity in parallel with the Liquidity Management team for EU and US portfolios by positing daily FX and MTM adjustments
  • Conducting bi-directional cash reconciliation between the broker system and the WSO system to ensure all transactions are recorded on the WSO system and cash breaks are tracked
  • Preparing daily, weekly, semi-monthly and monthly cash reconciliation files for direct lending funds
  • Processing invoices for categories such as tax, fees, expenses and charges
  • Logging the invoices with signatures and sending them for liquidity checks; after confirmation from the Liquidity Team, sending them to FA for payment
  • Preparing monthly and quarterly payment reports for US and European CLOs
  • Collateral principal amount tie-out, data point reconciliation (ratings, defaults, haircuts) and validation
IMPACT DELIVERED
  • Real-time support to the client
  • Within a shorter period of time, we provided historical data and other data required
  • Cost efficiency
  • On hand to help with ad hoc tasks so client could meet deadlines
  • Expected to launch a new fund/s
  • A number of reports can be generated on a real-time basis for audit purposes
  • 40%+ cost savings effected by adding bandwidth
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Derivative Structuring for a Europe Based Investment Bank
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Private Equity Investment for a US-based Global Private Equity Firm
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Investment Management, Research and Operations for an Institutional Asset Manager
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Data Analytics for Global Top 5 Hedge Fund
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Quantitative Services for an European Investment Bank
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Sales & Marketing Literature Review Support for US-Based Global Asset Manager
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

CDB Updates for a Top 15 Global Asset Manager
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Business Information Services for Asia-focused Mid-Size Investment Bank
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Quants Index Support for a Europe-based Investment Bank
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Structured finance research and analytics support to a global investment bank
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Operational Process Efficiency Improvement for a Leading ERP Software Provider
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions