Business Analysis

Operational efficiency is no longer optional. Our experience has demonstrated that operational efficiency should not be left to technology alone. We bring an objective and collaborative approach to helping organizations implement change.

You will tap into a wide range of expertise in front, middle and back office operations. Through our regular participation at industry events, we bring the most current industry trends, new regulations and best practices to the table.

Accurate analysis is an important first step if O-PMO is to be successful in helping you translate boardroom strategies into executable actions. We know the importance of sound business architecture to serve as the baseline for on-going improvements.

Last updated on February 2013

Knowledge Areas

  • Front Office Initiatives
    •    New Product Launches
    •    3rd-party Vendor Selection
    •    Client On-boarding
    •    Client Reporting
    •    Client Relationship Model (CRM)
  • Middle Office Initiatives
    •    Compliance
    •    Custody Services
    •    Performance and Attribution
    •    Proxy Services
  • Back Office Initiatives
    •    Fund Accounting
    •    FATCA Operational Initiatives
    •    Operations Review
    •    Packaged Implementations
    •    Portfolio Administration