People are our business

We understand your needs and place high quality, trained graduates or experienced associates to deliver successful outcomes.

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Our Client Proposition

We’re solutions-based.

We speak to you to understand your challenges and come up with solutions, provide resources and training and deliver results.

We recognise the constant challenges facing organisations:

  • Increasing client, business and regulatory demands.
  • Decreasing budgets coupled with initiatives to drive down costs through restructures, outsourcing and headcount reduction.
  • A focus on retaining and enhancing revenues, with less investment in support functions and graduate programmes.

Seeking external assistance to meet these challenges is a must, but unlike big consultancies we are cost-efficient and focus on finding suitable candidates, not altering CVs to make them look that way.

Graduates may lack ‘on the job experience’ but they will quickly gain this. On top of academic knowledge, our people have intelligence, motivation, energy, people skills and confidence.

Client testimonials

Case Studies

We have achieved successful outcomes at a variety of financial sector clients. Our industry experience enables us to accurately assess the resource profile you need upfront and deliver top quality, cost-effective results.

Graduates

We made it twice as efficient to run risk controls in the Finance function at a Tier 1 bank through process redesign and automated data sourcing.

We improved the accuracy of regulatory and statutory returns and reduced the effort to produce these by enhancing the data warehouse and interfaces. We wrote the new operating model, managed user testing and embedded the process changes in the business.

We supported the successful migration of a large Irish bank to a strategic Treasury platform through closing out exceptions/breaks and managing command and control activity for each dress rehearsal and the migration.

As part of a post-merger platform consolidation for a Tier 2 wealth manager, we reconciled accounts and positions between the two systems, remediated fees and developed new account set-up processes.

We managed user testing from start to finish on a payments redirection solution to support ring-fencing in a Tier 1 UK bank, ensuring a smooth client migration and ongoing risk controls.

We designed, tested and implemented a strategic portfolio management tool – used in the US but not implemented in the UK, which had a different business and data model, product shelf, infrastructure and regulatory environment.

We replaced a risk-prone, inefficient manual operating model for booking fixed income and derivative products in the Treasury system of a Tier 1 UK bank. We developed and delivered a set of comprehensive functional requirements.

We defined the solution for a new cash management model at a Tier 1 UK bank and monitored the development phase of the €3 billion commercial paper delivery to ensure that business requirements were met.

We defined the end-to-end target process for new treasury products at a Tier 1 UK bank and successfully co-ordinated testing and delivered user guides/training.

Our team designed over 150 streamlined business processes and associated risk controls to support the onboarding of new AuM at a major UK asset manager.

At a Tier 2 wealth manager we freed up capacity in the front office and reduced manual processing in the support functions through operating model redesign and alignment across regions, more robust data sourcing and MI on key metrics.

Project Manager of an initiative at a Tier 1 bank designed to enhance control measures for payments through an underlying technical solution and processes. We managed the overall timeline, led solutions design and maintained budget and quality discipline throughout the delivery.

A major UK asset manager won a mandate to manage assets from another provider. We supported the funds onboarding by managing the business readiness of each workstream, defining the asset migration plan and acting as Scrum Master for the business design teams.

Training Partnership

Our Tier 1 investment banking client had a gap in some regulatory knowledge amongst its global Client Managers. We designed and delivered regulation training modules to ensure staff remained competent in their role and monitored key metrics afterwards to verify successful delivery.

Associates

To support the purchase of a boutique wealth manager by an asset manager, we designed a combined client proposition, target operating model and IT architecture.  We managed the full integration, including custody and data migrations, OEIC mergers and client/regulator comms.   

We supported a major global bank’s strategy to improve UK client service and profitability by developing updates to their business/service model, designing the full client proposition and the operating/support model.

We provided project leadership to support a global Digital Innovation and Operational Transformation programme across the Client Services function of a global investment bank.

For a Tier 1 global asset manager, we led the design and implementation of a globally consistent fee processing solution to provide transparency and automated accounting.

Partner Support

Our model will work for you because:

We have candidates ready to go.

Along with our existing employees, we have access to a pool of graduates and post-graduate (up to two years after completing university) from more than 100 universities.

We can also provide experienced, trusted associates who will be thoroughly assessed by our Directors upfront

You help us to select our employees.

For new hires, after a robust selection process, you will conduct the final interviews. You therefore. You therefore have peace of mind that our pool of employees is hand-picked based on your needs.

We pay, train, coach and mentor our employees.

You avoid the need to recruit and retain permanent headcount. Our people are on our payroll. It is our responsibility to ensure our graduates receive continuous support for the time years they are with us.

We train employees to meet your needs.

While we provide a generic foundation in financial education, we will provide bespoke training if you require it. We also recognise the need for ‘workplace skills’ and will ensure our graduates fit seamlessly into your organisation.

We provide a cost-effective solution.

You no longer need to pay extortionate fees which can include additional loading to ‘pay the Partners’ and a charge to hire our graduates full-time into your organisation once they have completed their programme with us.

We have relevant finance experience, and we are only too willing to help. And you won’t find a hidden cost in any invoice for this.

We seek continuous feedback.

Our model only works if our resources are meeting your needs. We maintain a constant dialogue to ensure this is the case.

 

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