Enhancing Strategy and Performance
Merger-driven Credit Risk Re-Rating Project
Basis Point Group was retained by the third largest bank in
the United States to assure a merger driven Credit Risk re-rating
project. The project was executed with minimal risk to the bank's
Implementing a World-wide Equity Investment
BPG was retained by the Chief Investment Officer and Chief Technology
Officer of one of the top global investment managers to assess the
requirements for implementing a world-wide equity investment strategy.
This included determining the scope of required business, systems,
compliance and operational enhancements needed to support their
far-reaching global expansion initiatives.
Operations and Systems Integration Planning
BPG assisted a major European bank by reviewing the business-technology
employed by its recently acquired large US investment institution.
BPG documented the acquired company's US and European operations,
providing senior management with the insights needed to plan integration
of all the firm's investment operations and systems.
Project Planning, Organization and Management
BPG provided project planning, organization and management to the
investment management subsidiary of a European bank including managing
a global trading and compliance infrastructure implementation project,
working on-site with a multi-national team in Europe to improve
equity, fixed-income, derivative, repo, FX and short term trading
operations and controls.
Defining and Implementing Operational Infrastructure
A BPG Partner served as Interim Chief Operating Officer for a start-up
quantitative hedge fund, establishing legal agreement, and defining
and implementing the administrative and operational infrastructure
for the organization, raising start-up capital of $25 Million.