Management Consulting / Information Technology / Professional Recruiting
Group brings broad quantitative, technology, regulatory, and operations
expertise to bear in developing practical yet robust strategies for our
financial institution clients. Our deep domain expertise enables
us to assist our clients in addressing industry specific challenges in
portfolio strategy, portfolio analytics, straight through processing (STP),
financial operations, trading exchanges, and portfolio accounting.
Starting with a comprehensive understanding of a financial institution’s
business activities, Oakleaf Group combines our knowledge of industry
standard technologies and trading exchange protocols enables us to assist
our clients in moving from legacy trading platforms to modern distributed
architectures. In addition, our risk management approach incorporates
an enterprise wide view of risk management, including market risk, credit/counterparty
risk, and operational risk.
For trading floors and operations organizations, Oak Leaf group brings an integrated approach to front, middle and back office processes and technologies that incorporates efficient and accurate information flows while considering necessary business controls. Oakleaf Group then enables transparent and efficient hand-offs to accounting and analytic functions. Through identification and leveraging of appropriate single system of record for transactions, reference data, and accounting journal entries, Oakleaf Group assists our clients in increasing operational efficiency, reducing error rates, improving counterparty reconciliations, and increased financial transparency.
Contact us for additional information or to learn more about the following services
Whole Loan Portfolio Modeling and Accounting
MBS Derivative Structuring, Modeling, and Pricing
MBS Optimized Allocations
MBS Pool Segregration
MBS Pool Notification Day real-time high-volume Electronic Pool Notification, auto-flipping, and exception handling
Fixed Income Portfolio Strategy and Portfolio Analytics