# 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](https://www.cfauk.org/study/imc), 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**

Whatever stage you are at with your project, whether an early idea or a broken spreadsheet, get in touch today. It's completely free.

"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](http://paragontradingllp.com/)

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