• An EMEA-based long-term savings and retirement business managing portfolios across Public and Private investments with over £280 billion AUM.   

  The client, having grown through acquisitions, embarked on a long-term Programme of Change to consolidate and enhance operations. The objective was to enable the business to launch new investment strategies while addressing operational challenges.   

• The client relied on a highly bespoke proprietary system that was hard to maintain and no longer fit for purpose, hindered scalability to meet future business needs, and was prone to manual double entry, siloed data, and inefficiencies, particularly in Private Credit investments. 
• In parallel, the client sought to establish a Direct Origination portfolio for Private Credit while launching capabilities to invest directly in Public Market Debt instruments. This required a robust solution to support Front and Middle Office operations in-house and streamline processes across the organisation.   

Advisory Services:

• Provided pre-contract advisory, including Statement of Work reviews and refinement sessions

Project Management:

• Delivered proprietary project artefacts, including requirements gathering frameworks, RAID logs, and stakeholder reporting tools.Led all work-streams including scoping, planning, resourcing and stakeholder management

Analysis and Design:

• Captured the Current State Operating Model and Data Architecture.
• Designed a Future State Operating Model that aligned business requirements with process improvements, data flows, and integrations.
• Led Business Process Review and Future State Design with BlackRock to translate requirements into actionable deliverables.

Delivery:

• Represented the Client during system configuration, ensuring business process requirements were implemented effectively.
• Managed delivery of a bespoke interface to integrate Aladdin Enterprise Private Credit Data with the Clients’ Data Warehouse for downstream reporting.
• Configured and tested SWIFT capabilities, enabling automated Private Credit trade settlement with improved controls.
• Provided training strategies and materials to facilitate smooth knowledge transfer.
• Designed and executed testing strategies (created test cases and led Unit Testing and supported User Acceptance Testing).

• Successfully implemented Aladdin Enterprise for Private Credit, achieving all configuration, testing, and post-go-live support milestones. 
• Streamlined data integration and reporting through a bespoke interface with the client’s Data Warehouse. 
• Automated Private Credit trade settlements via SWIFT, improving efficiency, accuracy, and process controls. 
• Seamlessly transitioned ownership to Business as Usual (BAU) teams through targeted training and knowledge transfer. 
• Delivered the project on time and within budget, with plans to deliver additional enhancements in 2024.