A Large Financial Services Company required assistance with converting new client’s portfolios into the company’s internal systems. The assignment required Relevante’s professional to translate the incoming assets into the company’s internal system under tight timelines.

Relevante’s professional’s time was distinguished by the high level of activity. Assets totaling more than $100 million were moved into the client’s system. Attention to detail, timeliness and establishing good lines of internal communication were critical. The professional’s responsibilities were expanded to auditing trades and cash disbursements. During this time, the asset conversion process was under review for restructuring and automation. The Relevante professional provided information in the analysis phase of the project as to volume and variety of the asset activity. They also were consulted as an information source for the current process.

The Relevante professional was able to seamlessly fit into the organization and assume the responsibilities of the position.