Operations & Finance Support Consulting

Operations &
Finance Support

For Middle and Back Office functions throughout an entity’s lifecycle on a project-oriented basis. Convergence integrates the right mix of team and technology to allow a firm to concentrate on its primary focus of business.

Products & Services include:

Middle & Back Office Transformations

Counterparty Credit Risk Management

Counterparty Documentation Analysis

Cash & Collateral Management

Leverage & Finance Optimization

Margin, Cross Margin & Liquidity Management

Securities Lending/Borrow Management

Treasury Management

These products and services are applicable for:

Private Investment Advisors

Fund of Funds

Family Offices

Administrators

Prime Brokers

Broker dealers

Other ways we can support your business

Support Strategic Business Planning

Strategic Business Planning comes in many flavors; from a launch of a new business to the expansion into new markets or business lines.

Due Diligence

Convergence’s Due Diligence capabilities are applicable across a wide spectrum of disciplines.

Capital Development/Marketing & Branding

Convergence prepares firms by providing a roadmap to the proper investor types.

Talent Management

Attract, find and manage the right senior executives for your business model.