1-On-1 Consulting Options
Select your channel (Zoom, Facetime, Slack).
See Consulting Topics for a focused conversation.
$200 / Hour
Email, Text, DM (X, LinkedIn, TikTok).
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$25 / Message
Access to Chandler Paris' AI knowledge base. Chandler has documented the sum total of 40 years experience with Investment Technology SaaS and Capital Markets and trained a small language model to answer your questions.
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$50 / Hour
Consulting Topics
Workflows
Portfolio Manager
Execution Trader
Risk Manager
Compliance Manager
Product Development
Business Analysis
Use Cases
Solutions Engineering
Proprietary System
Data Integration
Plug-and-Play Alternatives
Vendor Accomodations (API, Engineering Projects)
Vendor Landscape
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.