Specialist in Financial Services

Although keen to accept projects from any industry, having worked for 10 years as an investment banking technologist, I specialise in financial services. Being able to talk the same language when discussing problems and solutions can be almost as important as having the right technical skills, especially in a high complexity domain like finance. When you have to rely on your spreadsheets for financial decision-making or for trading, you need to be in safe hands. In addition, with your project better understood, you can expect fewer mistakes and less re-work when you come to test what has been developed.

I hold the Investment Management certificate, which covers economics, accounting, investment practice, regulation and ethics.

Prior Experience

  • Investment Management Front office portfolio management and trading platforms, primarily for fixed-income.
  • Market Risk Management VaR and stress testing of bank-wide positions for internal use and for regulators.
  • Hedge Fund Risk Margining Using VaR and stress testing of primarily derivatives portfolios (FX, credit, IR and repo), OTC collateral and exchange margin requirements could be optimised for relative value funds.
  • Cash Securities Margining Again primarily for hedge funds trading out of prime brokerage margin accounts.

Financial Products

  • Cash securities Stocks, Bonds, MBS, ABS, Repo & Stock Borrow/Loan
  • Foreign Exchange Spot, Forwards and Options
  • OTC Interest Rate Derivatives Caps, Floors, Swaps, Swaptions, FRAs
  • Credit Derivatives CDS, Index CDS, CDS Options, CDO
  • Investment Funds, Unit Trusts, OEICs, ETFs
  • Futures and Options

"Pete automated the production of our monthly trader performance statements using exports from our trading platforms, transforming a key back-office process for us. His familiarity with the financial markets meant that he understood the terminology and objectives with minimal explanation. He was able to suggest handy add-on's to further streamline our process and was always quick to respond to emails. Our month end now takes a fraction of the time it used to, and I would very happily recommend Pete to anyone looking to use Excel to automate their business transactions."

Alison Maguire - Paragon Trading Partners

I offer a free 30 minute phone consultation to discuss:

  • Project(s) you might have in mind (irrespective of how clear your ideas might be)
  • Any existing spreadsheets you might already have that need to be enhanced
  • How much your project might cost, and how I put my estimates together
  • The manner in which it can be delivered

Just fill in the form below or call 0771 247 6588.