Focus Areas / Back Office
For all types of alternative asset management firms, a back office that runs smoothly creates a strong foundation for a firm to scale its operations. FinServ has extensive experience with back-office system design and implementation, including building out the entire back office infrastructure for the first U.S. hedge fund to go public.
We provide consulting and implementation for firms across all asset classes and strategies. We specialize in providing systems and processes to help asset management businesses manage General Ledger, Compensation and Payroll and Human Resources. We also provide expertise and systems for P&L and Management Reporting, Client Reporting, Compliance and Risk Reporting.
FinServ has developed a specific expertise in the design and management of complex portfolio manager and partner compensation approaches. Having partnered with the top asset management funds in the industry FinServ has a deep understanding of the various compensation approaches as well as significant experience in developing systems to support the setup, maintenance and ongoing tracking of portfolio manager compensation. Linked to this expertise, FinServ also has deep proficiency in deferred compensation approaches and systems, including the related regulatory requirements.