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Project Management

At most investment management firms, resources are already stretched to capacity just completing their day-to-day tasks to keep the business running. It can be challenging to assign resources to manage a project for a new initiative on top of their daily responsibilities, but new initiatives will always be important to remaining competitive.

Cutter Associates can provide the people and skills you need to manage your project from start to finish. Our implementation managers work with your teams to develop actionable plans that meet the goals of your project, provide leadership through the lifecycle of the project, actively manage change, and produce control reporting for senior management oversight.

Whether build or buy, waterfall or agile, onshore or offshore, the heart of any successful project is strong project management, and here is where real world experience really matters. Our senior project managers have the experience to own and deliver entire projects. We can also lead major project components, such as business analysis and process reengineering, systems integration, and user acceptance testing.

Because we are intimately familiar with Agile development approaches, our project managers can help in many areas, such as managing your product backlog, sprint/iteration planning, leading retrospectives, ensuring collaboration and communication across teams, or acting as overall Scrum Master.

Our consultants possess in-depth knowledge of a wide array of complex security types and investment management processes. They are well versed in many approaches for defining requirements, including use cases, stories, functional specs, and user experience storyboarding. They also have solid knowledge of report development tools and testing strategies, including functional, regression, and performance testing.


If you are in need of supplemental resources to support an existing project initiative, our business analysts, reporting specialists, and testing resources can provide the coverage you need. We understand what needs to be delivered to ensure that your project realizes its business objectives, the first time.


Rolling Out Packaged Software with Agile Projects
Jul 21, 2016

CutterResearch members share their experience and best practices using Agile principles to roll out packaged software solutions to the business.

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Barclays POINT Alert!
Jun 15, 2016

In December 2015, Bloomberg announced they were acquiring Barclays Risk Analytics and Index Solutions (BRAIS). The announcement went through the investment management industry like an emergency weather alert—an urgent call for planning and action.

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Regulatory Reporting Solutions
May 14, 2015

CutterResearch provides an overview of vendor software products and services that support the production of reports of investment data to regulators.

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Investment Book of Record
Oct 16, 2014

This research report answers the questions about what Investment Book of Record (IBOR) really means to investment management firms, why it is needed, how it can be implemented, and what vendor solutions offer.

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Data Access for Business Users
Oct 16, 2014

This report provides insights into how investment management firms are solving the requirements of users to access, format, and manipulate data. An overview of the leading vendor solutions is also included.

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Managing Operating Costs
Oct 16, 2014

This research report includes a discussion of how investment management firms are managing operating costs, and why it is so important. It also includes best practices for managing operating costs.

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