Global Multi-Strategy
Gravitas Technology works closely with this $6+ billion global multi-strategy fund to analyze their current processes and determine their adequacy to sustain aggressive global growth.

• Global multi-stragegy hedge fund
• $ 6 billion in assets under management
• Prime Brokers: Goldman Sachs, Morgan Stanley
• Fund administrator: Citco
• 180 employees in 15 offices in 11 countries

Need
Perform an analysis of the existing business processes to determine their adequacy to meet accounting and reporting needs and minimize operational risk in order to sustain aggressive global growth, increased complexity and volume of product mix, increased regulatory and compliance requirements and manage headcount expansion

• Document current state baseline business process flow, and related systems
• Identify stress points within each process flow
• Provide preliminary recommendation for addressing stress points
• Provide foundation from which to build an “implementation road map

On an aggressive 10-week schedule, Gravitas’ team collaborated with the client’s management team and business users to

• Document current state baseline business process flow, and related systems
• Identify areas that limit individuals from performing the process effectively or efficiently i.e." stress points” within each process flow
• Provide preliminary recommendation for addressing stress points
• Provide foundation from which to build an “implementation road map” to move the client from “current state” to a desired “future state”

• Created detailed questionnaires to prepare the Business Stakeholders, and accumulated information regarding applications and other data sources utilized
• Conducted interviews with key employees from each business unit spanning the front, middle and back office, including administrative support groups such as legal, HR and accounting
• Prepared detailed process flows for each “business unit”, noting interaction with other Client groups and highlighting stress points, indicating data sources required, step by step activities, applications utilized and process deliverables
• Delivered report of project findings summarizing stress points and recommendations and outlining an overall roadmap for moving forward
• Gathered understanding of business, operations, people and strategic vision to help create a Cohesive Business and Technology Plan
• Delivered a final strategic presentation to senior management on key stress points and a 2 year implementation plan for core front, middle and back office processes and systems.

Contact us today to discuss your IT consulting needs.