Investment management operations and accounting functions are complex and full of nuanced decisions and processes that ultimately determine your efficiency and ability to meet your business goals. Firms often struggle with integration issues and functionality that don’t keep pace with evolving business requirements. It is critical to establish the right architecture, operations management, and accounting processes customized to fit your needs.
When you are faced with outdated platforms, the discussion to replace, supplement, or outsource isn't easy. Extensive time and cost are at stake, and the consequences are expensive.
Are you maximizing straight-through processing in your operations? Stay ahead of the competition by seeing how you compare to your peers, and identifying key areas for improvement.
Calculating performance in multiple places and with numerous tools can result in a performance reconciliation circus. It's hard to know if you have best practices in place, if you need a PBOR, or how to best address intra-day and multiple end-of-day global reporting.
Changing regulations can significantly impact operations, so staying current is critical. You need the right ecosystem and architecture in place to effectively respond and adapt to changes, including LIBOR transition, Uncleared Margin Rules (UMR), and more.
Cutter's Core Competencies and Experience Working for You
See how the Cutter team can address your operations and accounting issues.
Danny Kramer is an accomplished consultant with deep expertise in middle and back office investment operations. In his most recent consulting role, Danny worked with a global financial services firm to evaluate the firm’s derivatives management systems landscape by examining current capabilities and derivative system compared with competing vendor offerings. He was responsible for documenting business and technical requirements, researching market vendors, producing Request for Information (RFI) and Request for Proposal (RFP) documentation, creating a structured scorecard for evaluation, and analyzing and presenting results.
Prior to working with Cutter, Danny was vice president of Global Middle Office at Fidelity Investments, where he held several senior roles within investment operations and business strategy. This included as business lead on a multi-year, multimillion-dollar middle office technology implementation of Calypso software to support processing of repo securities, securities lending activities, and derivatives. Prior to Fidelity, Danny spent eight years at Wellington Management Company as vice president and senior manager, Investment Data & Derivative Services.
Rein van Rooyen is a results-driven finance and investment industry leader with international experience spearheading teams and achieving outcomes within highly competitive environments. Rein is well versed in leading change agendas, including building capabilities, integrating functions, culture journeys, structure realignment, and operational transformations. Rein comfortably navigates ambiguity, drives forward change, and develops innovative commercial solutions with a sustained commitment for stakeholder centricity and broader organizational impacts. A global thought leader and champion of innovation and transformation, he has extensive experience across superannuation, investment management, banking, risk, and insurance. He has a deep understanding of investment management system use and design.
Prior to Cutter, Rein spent five years at QSuper, where he led the middle and back office for the AUD 100 billion fund, including overseeing investment data, investment performance & analytics, investment risk & compliance, trade support, cash & treasury, collateral management & optimization, valuations & alternatives, investment implementation and deal team, as well as fund operations. He also worked for PwC in the United Kingdom and the Netherlands, where he led a variety of client engagements.
