Financial Analytics Achievement

Speeding Implementation of Risk Management Software Earns $500 Million Needed for Survival

The firm’s expert knowledge of mortgages drove the desire to start trading mortgage-backed derivatives and to manage structured products as a fee-earning business. Implementation of a purchased asset-management application lagged more than year behind schedule delaying the new venture’s startup and jeopardizing revenue vital to the company’s survival.

Assumed ownership of the contract platform’s installation. Formed a stakeholder committee from the benefited businesses to ensure agreement with and prioritization of the provisions in a revised action plan. Commissioned contractors with expert product knowledge and incorporated agile techniques to accelerate project fulfillment. Propelled the cross-functional teams responsible to each committee member to continuously meet milestone obligations and keep the program moving forward.

With mitigation of operational risk, the new trading business hedged mortgage assets with offsetting derivative trades and earned more than $500 million in a single year, producing the cash needed to keep the company operating until acquisition.