This session will provide best practices insights for extracting data from Aladdin and creating dynamic customized dashboards within business intelligence (BI) tools. The session will include a demonstration of the Power BI dashboards that Cutter produced as part of an Aladdin implementation that supports trading, trade operations, and reconciliation teams. We will also examine potential avenues for automating the data extraction and staging processes.
Cole Castelain, a Director at Cutter Associates, has been with the firm since 2018. At Cutter, Cole has been involved with a wide variety of strategy projects including operating model assessments and system search and selections for business capabilities servicing investments, operations, and client servicing. Cole has also completed implementations of OMS and Performance systems with asset managers, insurance companies, and pension funds. Cole began his career at Cutter in our Data management practice assisting with data governance assessments and data framework implementations with a variety of asset managers and owners.
Cole’s experience with fixed income products is robust. Prior to joining Cutter, Cole worked in multiple capacities for Capital Group in support of its fixed income business including as a business analyst on a cross functional team responsible for launching automated optimized fixed income vehicles, implementing systems, and assisting in the development of technology. Cole began his career at Capital Group as trade analyst supporting the fixed income trading team. At Cutter Cole has assisted multiple Fixed income focused asset managers including an active Muni-Bond Manager
An experienced project manager, Cole has ensured the on-time delivery of multiple complex projects. These included two Aladdin implementations, an issue management system, a data governance framework, and an operating model. Cole leverages his familiarity with Agile, Kanban, modern development software, and BI tools to clearly track milestones, execute initiatives, and monitor issues. Cole reports on these metrics utilizing PowerBI to present clear and timely status reports.
David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.
Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.