InvestTech Strengthens Capabilities in Market Leading Portfolio Accounting Systems for Hedge Funds and Asset Managers

23 April 2012

InvestTech Systems Consulting, the leading Investment Technology and Operations consulting firm for institutional investment managers, continues to build on its strong capabilities in the implementation of portfolio accounting systems for major hedge funds and asset managers by adding key staff focused on SimCorp and Advent Software’s platforms.

Robert Paci, CFA, is InvestTech’s Senior Consultant for Advent Software’s Geneva®, and collaborates closely with resources across Advent’s Global Accounts organization to provide shared clients with the highest level of service and support. Before joining InvestTech in July 2010, Mr. Paci led Geneva® upgrades for a consulting firm based in New York, and played a key role in developing and deploying the firm’s Geneva® upgrade and reconciliation capabilities.

In November 2011, Vallicia Lowe joined InvestTech, bringing over 10 years of experience as a fund accountant and Geneva® specialist with several major hedge fund administrators. In addition to her hands-on Geneva® knowledge, Ms. Lowe recently completed Advent’s intensive Geneva® certification program.

In early 2012, Gary Ziegler joined InvestTech’s Advent Portfolio Exchange APX® implementation team. Mr. Ziegler has 18 years of experience in the investment management field, having served as director of investment operations and manager of trading operations in his two previous positions. Mr. Ziegler has extensive experience with Advent’s Axys®, and was recently certified as an implementation expert on APX®.

InvestTech has also expanded the SimCorp Dimension implementation team. Matthew Lautzenheiser joined InvestTech last month with over 10 years of experience in investment management operations and investment systems implementations. Mr. Lautzenheiser is a knowledgeable SimCorp Dimension consultant, and over the past four years, has worked extensively on a wide range of Dimension projects, including expanding security type coverage (in MBS, Swaps and other derivatives), business process optimization, portfolio and risk management, systems performance optimization, and upgrade management.

Jeremy Hurwitz, InvestTech Principal and Founder, commented on the expansion of InvestTech’s capabilities saying, “These additions to our staff provide InvestTech with not only product-specific experience and skills, but also in-depth and hands-on investment operations knowledge that encompasses all aspects of front, middle and back-office processing across a wide range of investment asset classes and security types. They are providing our clients with practical solutions, and we’re fortunate to have them as part of our team.”

InvestTech has expertise with all the leading investment platforms in the front, middle and back-office. They provide evaluation, selection, implementation and integration services, taking into consideration not only the new platform, but the entire investment data management and systems architecture. InvestTech consultants lead engagements involving the client firm, the vendor firm, and even other investment technology consulting organizations where their experience and specific operational, technical and business knowledge is required.

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development