Client On-boarding

On-boarding investment operations activity for a new client with complex needs into a TPA with a full pipeline

Client Challenges

Our client’s pipeline for on-boarding new clients was full after a series of outsourced service delivery wins. The permanent staff had hit full capacity.

They won another new client contract to supply investment operations, fund accounting and custody services for a large UK based asset manager, who had recently acquired a boutique hedge fund that wasn’t yet fully integrated into the standard operating model. In addition, A large number of OTC holdings at the new client required a liability driven investment (LDI) solution.

Alpha Approach

  • Alpha mobilised a team to manage the investment operations workstream, as part of a wider programme
  • We led a number of sub workstreams including solution design, build, test, transition & operational readiness
  • The Alpha team also had responsibility for the definition of > 100 bespoke reports which needed to be developed in parallel with their standard offering, the business analysis team was provided by our partner contracting company Omega

Client Benefits

Alpha implemented a strong governance structure which allowed issues to be escalated as appropriate and ensured a smooth programme.

The client was also able to successfully run multiple programmes in parallel.

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Client Types

  • Global third party administrator

Sponsor

  • Global Head of Client On-boarding

Functions

  • Investment operations

Geographic Scope

  • Global

Fund Types

  • c. £80bn AUM
  • c. 1200 portfolios