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Capital Markets

Our team has experience leading large scale projects dealing with all aspects of Capital Management and Treasury Operations to include:
  • Asset and Liability Management - portfolio structuring, performance attribution, liquidity management, investment portfolio management, policies and guidelines and asset allocation models.
  • Compliance - credit exposure, collateral management, regulatory oversight and internal policies.
  • ​Hedge Management - interest rate, foreign exchange and operational management, policy, accounting and disclosures. 
  • Pricing and Valuation - Financial modeling of securities and balance sheet components, pricing verification and pricing methodology validation.  Additionally, integration of third-party pricing tools (e.g. Bloomberg, Reuters, IDC, brokers) and controls and compliance model reviews. ​















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  • Home
  • Areas of Expertise
    • Culture Infusion >
      • Book
      • In the News
      • 9 Principles of Culture Infusion
      • E-courses
      • Seminars
      • Story of Culture Infusion
      • Testimonials
    • Capital Markets >
      • Risk Management Oversight
    • Mortgage & Fixed Income
    • Treasury
    • Collateral Management >
      • Operations
      • Regulatory
  • Services
    • Business Process
    • Data Management
    • Finance Transformation
    • MISMO® >
      • MISMO® Authorized Assessor
    • Regulatory Compliance >
      • Integrated Mortgage Disclosure
      • MERS
    • Reporting & Analytics
    • Software Implementation
    • Valuation
    • Vendor Selection
  • Products
  • News & Awards
  • About Us
    • Careers
    • Webinars
    • Testimonials
    • Twitter Feed
    • Contact Us
  • Client Satisfaction
  • Employee Portal
    • Success at Actualize
    • Project Set-Up
    • Internal Info >
      • Newsletter
    • Time and Expense Reporting Video Guides
    • Internal Systems Video Guides
  • Falcon Openings