Business Execution

A key component of the services provided by The McNamara Group is the resourcing of operational functions across the investment management industry. Whether for temporary or permanent requirements, the need for staffing within investment management operations unfolds in a wide array of situations. TMG addresses these situations by providing highly-qualified professionals to perform day-to-day functions.

Operations functions offered by TMG:

New account setup
Account maintenance and administration
Account reconciliation
Trade support and settlement
Performance return capture and analysis
Client billing
Client reporting
Internal reporting
Call center / Help desk support
Technology vendor management

Business scenarios to consider TMG staffing solutions:

Desire to focus on core competencies and mandates of the business (and not the burden of back-office operations)
Specific and difficult-to-fill knowledge gaps
Staff retention issues
Filling resource needs during spikes in workflow
Ongoing maintenance of distracting manual portfolio reconciliation process
Alternative staffing during conversion to outsourcing
Technology migration & de-conversion staffing requirements
Expert resources for start-up operations