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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.


Robotic Process Automation (RPA) - Practical Applications in Investment Management
May 31, 2018

CutterResearch members share their experience with Robotic Process Automation (RPA) in their firms. We explore business use cases being supported and considered, and how organizations plan for and manage the bots.

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Automating Business Processes
Oct 23, 2017

This report contains the results of Cutter Associates research into Automating Business Processes, it includes an overview of what tasks member firms automate and how, as well as summary details of leading Business Process Management (BPM) and Robotic Process Automation (RPA) vendor products.

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Best Practices in Investments IT
Aug 24, 2017

CutterResearch members discuss their practices for managing IT functions; planning with the business; budgeting, sourcing, and allocating resources; managing programs and projects; and keeping track of assets. Members share the tools their firms are using to support the business of IT and enable project teams and daily operations.

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Managing Vendors and Service Providers
May 26, 2017

This research explores practices for managing suppliers and provides an overview of the types of tools, data, and services members are using to manage their suppliers.

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Managing Fintech
Oct 14, 2016

This CutterResearch report includes a review of new technologies that are beginning to affect buy-side firms, how firms view them, and how they expect to use them.

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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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