Representative Engagements

Infosoft has served several leading financial services organization throughout the United States and Europe. Few of the several engagements that were successfully managed and executed are listed below:

  • Designed, developed and implemented a technology platform for Investment Bankers and Analyst to track, manage clients/prospects, deal pipeline related to merger, acquisition, buyout and IPO for an Investment Bank.

  • Conducted due diligence on several hedge fund and private equity Fund Administrators and provided recommendation on selecting Fund Administrator to Alternative Investment group for a wealth management firm.

  • Provided assistance to Alternative Investments group in a Wealth Management firm in selecting, implementing and integrating third party Vendor system to do Fund level portfolio management and risk management for hedge fund and fund of hedge funds investments.

  • Designed and implemented a technology platform for managing Alternative Investments which included Hedge Funds, Fund of Hedge Funds, Private Equity Funds and other Registered Alternative Investment products for a wealth management firm.

  • Designed, implemented Alternative Investment fund and Investor Management system for Compliance, Regulatory, Risk management and Operations team and also integrated the system with external fund administrator for periodic reconciliation for an Alternative Investments Management firm.

  • Improved operation processes by drafting detailed business process flows from front office to back office interacting with the portfolio managers, legal team, compliance manager, risk manager, marketing team and fund administrators for a wealth management firm.

  • Assisted in investment planning process using Wealthplanner for portfolio construction, asset allocation using Alternative Investments products and in identifying efficient frontier using Alternative Metrics framework for Private Bank clients.

  • Consulted and Assisted Alternative Investment group in launching 5 new fund of hedge funds and 2 private equity funds and raising over 600 million$ and growing the business by 60% in 12 months by designing sales pipeline solutions and supporting fund development and fund launch activity.

  • Managed, coordinated and implemented an online portfolio management system for managing multi asset, multi currency portfolio for high net worth Clients for a Private Bank.

  • Managed, coordinated and implemented a custom Wealthplanner portfolio management application designed specifically for Private Bankers, Analyst and financial specialist for doing portfolio analysis and ongoing rebalancing for high net worth Clients for a Private Bank.

  • Performed audit on critical Private Bank applications and identified gaps, and provided recommendation for improving operation processes for a Private Bank.

  • Developed several model portfolios for rebalancing and managing portfolio using analytical tools and proprietary models for meeting Private Banking Client's long term strategies for a wealth management firm.

  • Developed a tool for diagnosing Clients portfolio by performing historical analysis and doing what if scenario based on investor preferences, current asset allocation, risk/return and liquidity need for a Private Bank.

  • Designed and implemented a platform to do both qualitative and quantitative research analysis for equity research analyst for a leading securities firm.

  • Managed design, development and delivery of equity options trading, analytics platform in a very aggressive timeframe for a retail brokerage firm.

  • Consulted, designed and implemented a system for delivering Automated Guidance to the Clients to provide them with timely guidance customized to address their unique investment needs and preferences through various channels for a retail brokerage firm.

  • Drafted a business case and corresponding strategy with a phased approach for offering comprehensive products, service and solutions in the Retirements Market space for an Investment Management firm.

  • Provided analysis, recommendation and assisted key executives in developing a methodology for reporting trade activity and trade execution to Tape B and conducted an independent audit, analysis of stock exchange activity as a part of inquiry from SEC for a Stock exchange.

  • Assisted with due diligence on systems during acquisition and managed systems integration project post acquisition for a major entertainment/media firm.       

  • Performed analysis and verified financial model templates for interest rate modeling and corresponding mathematical models used to value fixed income derivatives and verified credit risk models for a financial firm.

  • Partnered with an off Shore Company to deliver an integrated cost efficient software development model for a financial client to deliver an offshore software development project which resulted in project cost by 60%.

  • Assisted Hedge Fund Portfolio manager in tracking position, allocation, exposure, performance, benchmark construction, comparison with correlated indices, portfolio construction and management for absolute and directional equity long/short strategy hedge fund for an Alternative Investment advisory/management firm.

  • Architected designed and developed commercial enterprise PLM software product for a technology startup company currently used by over 10,0000 licensed used in over 40 countries worldwide by leading food & beverage, pharmaceutical and Cosmetics Company.

  • Designed, developed commercial enterprise PLM software for a technology startup firm and customized and implement the PLM enterprise software for the startup firm's clients.