1-On-1 Consulting Options

$200 / Hour

$25 / Message

$50 / Hour

Consulting Topics

Portfolio Manager

Execution Trader

Risk Manager

Compliance Manager

Business Analysis

Use Cases

Solutions Engineering

Data Integration

Plug-and-Play Alternatives

Vendor Accomodations (API, Engineering Projects)

Selection Criteria

Potential Hazards

Specialized Offering

3-month program starting at $25,000

Investment Management Technology Course Overview

This course is an introduction to the workflows and technology employed by investment management professionals. It covers essential topics such as portfolio management functional requirements, compliance system considerations, firm/desk/book routing instructions, and performance analysis reporting. The course is designed for individuals looking to gain a thorough understanding of the investment management process through the use of frameworks and practical applications. Each week includes readings and real world examples to enhance understanding and application of the concepts.