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Ellerbee Consulting project experience includes:

  • Web-based multi-lingual corporate banking client delivery
  • Client and street-side regulatory and tax reporting
  • High net worth client support
  • Investment guidelines monitoring and alert management
  • Undertakings for Collective Investment in Transferable Securities (UCITS) FoHF setup and processing
  • Structured products origination, trading and operations
  • Fund-of-hedge-fund portfolio management and processing
  • Managed account platform design and implementation
  • Automated hedge fund administrator integration
  • Business technology consolidation and retirement strategy
  • Multi-bank client reporting
  • Business merger analysis, execution and post-execution management
  • Margin trading and collateral management (exchange and over-the-counter)
  • Foreign exchange pricing, order management and trading
  • Customer relationship management
  • Automated front-to-back foreign exchange straight-thru processing
  • Foreign exchange derivatives pricing and management
  • Client statement reporting and management
  • Market data vendor/application analysis and strategy
  • Direct dealing client support
  • Treasury multi-currency liquidity management
  • Physical commodities and refinery processing infrastructure
  • Securities order matching and execution end-to-end execution
 
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