Fractional COO for growing asset managers
Operations that keep pace with your growth.
I help asset managers launch new strategies, manage their provider partnerships, and strengthen the systems behind the business, so growth doesn’t slow the operation down.
I connect their data, firm knowledge and experience so the firm makes every decision with confidence.
I helped architect, build and run a credit platform from seed to over $12B, designed to carry asset, entity and market complexity as it grew.
Start with a conversation
Thirty years in asset management operations:launching new businesses, implementing the platforms firms run on, overseeing and replacing providers, and building operations teams.
Fractional or by project, working alongside your team, so what we build is adopted and owned by them.
For growing asset managers in credit and equity, including hedge funds and private credit.
A new fund, strategy, or provider puts pressure on the operation. When the data, handoffs, and systems can’t keep up, launches slow and risk grows.
The numbers
don’t agree.
Sometimes the numbers don’t match from one system to the next, and your team spends days making them agree by hand. Underneath that, nobody is sure which number to trust.
It works, but it’s carrying hidden risk.
The workflows were built for the business you had, not the one you’re becoming. Every launch seems to depend on a few people holding it together.
Management wants AI, and nobody owns how.
There’s a directive to use AI, and pilots that never become real work. The worry is that nobody has decided where it’s safe to use and where an experienced person still needs to make the call.
Launches, data, providers, conversions, and the systems behind them.
- Research and test before anything goes live.
- Conversations across the firm, from the new-instrument committee to compliance and legal.
- The right data points and reporting for what’s being launched.
- ✓Trade booked$10,000,000 commitment; $3,000,000 drawn
- ✓Pre-trade complianceIssuer at 1.2% of fund on the full commitment, limit 5%
- ✓Trade confirmedPar trade on standard LSTA terms
- ✓Settlement and agent noticeFunded and unfunded amounts agree
- ✓Interest on drawn amountTerm SOFR 4.00% + 3.25%, 30 days, actual/360: $18,125.00 in both
- !Commitment fee accrualAdministrator accrued 0.50% on the full $10,000,000, not the $7,000,000 undrawn$1,250.00over-accrued every 30 days0.50% × $10,000,000 × 30/360 = $4,166.67 accrued
on $7,000,000 undrawn: $2,916.67 - Investor reportingUnfunded commitment shown correctly; income line held for a rerun after the fee fix
Selected work. Replaced, built, converted.
Replacing a provider without disrupting the business.
I replaced a fund administrator that wasn’t meeting its SLAs, from the RFP through the parallel run to cutover.
An operation built ahead of the growth.
I helped architect, build and run the operating platform for a credit team inside a global asset manager, starting with its first trade. The team grew to over $12B across high yield and bank loans.
Knowing how providers work from the inside.
I’ve run conversions from both sides of the table: on the provider side, moving major financial firms onto a new investment platform, and as the operator at an asset manager.
Your business evolves. Your operating platform should be ready for what’s next.
So I look at your operation four ways.
Pick a lens to light up its part of the switch.
Here they are on the administrator switch above.
Swipe sideways to follow the switch →
Judgment. Knowing which decisions need an experienced person and which can be handed to systems or AI. It’s the core of everything, and it stays with your team.
After the switch: fewer errors, better data transparency, and more timely to meet the demands of the business.
What working together looks like
Start with what’s there
Actors. Find the efficiencies already in your operation, and get more from the people, providers and systems you already have.
- Conversations with all levels of the organization.
- Efficiencies in process and providers.
The right one for each job
Judgment. Decide which work needs an experienced person and which a provider, system or AI agent can take.
- Conversations and testing with partners and providers before anything changes.
Yours to keep
Context and orchestration. One source of truth, everything moving together, and owned by your team, with legacy processes retired.
- Results that are real, repeatable, reliable and accurate, with verification.
- More time for value-add and judgment.