Execution

Whether extending on prior strategy and selection work or jumping straight into project activities, Castle Peak consultants excel at making change happen. Our consultants are individually talented and bring a wealth of capabilities and experience to bear whether deployed as subject matter experts or as execution specialists.

We also excel when deployed in teams, recognizing that each of our consultants bring unique skills that have been harmonized with their teammates, through years of working together.  

System Implementation and Integration

Castle Peak consultants are deeply experienced with implementing and integrating investment systems. Whether focusing on a single discipline (performance measurement, data management, trade/order management) or implementing a fully integrated solution, we can help. 

Our consultants have extensive experience with the complete lifecycle of system implementations, including data scrubbing, system initialization and configuration, data conversion, system integration, reconciliation, testing and migrating clients to live operations. We ensure that both the function and the operation of the new system in the client’s environment behave as expected. 

Outsourcing and Organizational Change Management

Our clients often look to Castle Peak for guidance and support when undertaking operational change, which is prevalent in nearly everything we do. System replacements, organizational re-engineering and outsourcing all require different kinds and levels of operational change management.

Leveraging our experience, we can quickly assimilate a client’s current state environment, define an optimal target state operation, and help the client with the transformation from old to new.  

Program and Project Management

Need help bringing the blueprints to life and delivering a program within challenging timeline and budgetary constraints?  

Castle Peak has resources who combine extensive subject matter knowledge with deep program and project management experience, who can orchestrate the successful delivery of a program, or support the client staff who bear this responsibility. 

We appreciate that every client experience is different … the extent and approach to project delivery and project management can vary extensively from organization to organization. Our emphasis is to ensure our consultants can adapt to any situation, providing support or change where it is needed most.  

Analysis, Development, and Testing

Need resources that can get you over the edge when it comes to quality assurance and testing? Need someone to help migrate from batch to message based trade notifications? How about scrubbing through oceans of cash reconciliation results to seek process optimization opportunities? Developing ETL capabilities using a software vendor’s development toolkit? 

Castle Peak is proud to have a deep bench of experienced execution specialists, who can be part of a larger Castle Peak implementation team, or who can be deployed individually to shore up key elements of an in-flight client project.   These are experienced, plug and play resources who can hit the ground running and add value starting from the first day of their engagement.   

Contact us to speak with an expert.