IT Consulting - Oliver Gilbert

Asset Management IT - Challenging Projects Specialist

    • Fixed Income & Equity Risk Systems, Trading System (Charles River), Compliance System Design/Deployment - Lazard Frères, US Trust, Deutsche Asset Management, Credit Suisse
    • Derivative Trading System implementation – Deutsche Asset Management
    • Creator: Lazard Fixed Income & F/X Trading System
    • Creator: EH Capital, LLC  Fixed Income, F/X, and MBS Trading System
    • Global Asset Management Accounting System Design/Deployment - Alliance, E H Capital
    • Asset Management /Portfolio Management System Design/Deployment - Alliance, Lazard
    • Columbia Business School – MBA Finance & Accounting
    • Fixed Income Trader & Portfolio Manager, Currency Hedger - E H Capital
    • Project, People, Budget Management - Deutsche Asset Management, Lazard Frères, E H Capital, Credit Suisse


                Senior Asset Management/IT Trading System Specialist, with portfolio management experience of global and domestic Fixed Income and Equity securities, including high yield, convertibles, Mortgage-Backed Securities, currencies, and derivatives.  Asset Management/Investment Management, multi-currency Accounting and Portfolio Risk Management, Front/Middle/Back Office Operations, Systems and Technology, Risk Management Systems and Procedures.  Extensive experience in software development lifecycle (requirements, design, development, testing, acceptance, and deployment).  

    Deutsche Asset Management

    Consultant – Senior OMS/Trading System Specialist                       3/08 – 12/08

    • $75B Money Market Desk conversion from legacy order management system (OMS) to Charles River Trading System (CRTS)
    • Design of custom Exposure/Order Generation front end for CRTS
      • Business Challenge: Stalled OMS conversion project, late and over budget; business needed custom front end, IT needed minimal budget
      • Strategy: Creatively identify minimal but effective custom specs; wear 5 hats; execute with urgency; keep business involved
      • Result: Successful Go-Live and decommission of legacy OMS, using minimal project team

    Credit Suisse Asset Management

    Consultant – Senior OMS/Trading System Specialist                       3/07 – 3/08

    • Project manager for the version upgrade of Charles River for $60B Money Market desk
    • Senior Analyst for conversion of equity Hedge Fund trading to Latent Zero platform; including FIX and OASYS links
      • Business Challenge: OMS upgrade over 10+ versions from 5-year-old platform; simultaneously upgrade servers and database version
      • Strategy: Engage IT operations for realistic schedule of hardware/OS acquisition & install; engage best traders for thorough testing; take over and own all application feature modification
      • Result: Successful Go-Live despite first credit market meltdown


    Deutsche Asset Management

    Consultant – Senior Business Analyst                                           9/05 – 3/07

    • Senior BA implementing Charles River Trading System (CRTS) for high volume equity and derivative trading desks
    • Senior BA/Project Manager for implementation of enterprise-wide data warehouse.
    • Senior Analyst for MBS TBA system enhancement.
    • Project leader for Compliance system upgrade (decommission of legacy system, transfer to CRTS)
      • Business Challenge: Brand new OMS environment setup requiring common, consistent, reliable design for high-volume, low-maintenance operation across 3 business lines with dissimilar processes
      • Strategy: Attention to system design detail, exacting interface specs, close work with PM/traders, rapid-response flexibility to address issues
      • Result: Index funds, Futures, FX, and tax-advantaged businesses successfully sharing one OMS, maintained substantially offshore

    US Trust Company

    Consultant – Senior Business Analyst                                           8/04 – 5/05

    • Senior BA responsible for implementing Fixed Income (FI) on Charles River Trading System, including interface with all FI trading desks, Supervisory and Research groups, internal development, and vendor consultants.
      • Business Challenge: Add OMS to existing CRTS equity platform, for 6 fixed income desks, three remote, across taxable and non-taxable, short-term and long-term businesses
      • Strategy: Design minimal, yet functional setup, with consistent enterprise-wide conventions & procedures, engage all Desks personally
      • Result: Successful automation of all fixed income, providing solid foundation for potential enhancements (e.g. TBA)

    Alliance Capital Management

    Consultant - Senior Business Analyst                                            7/01 – 4/04

    • Design and specification of multi-currency accounting database structures … all equity and fixed income asset types.

    ING Investment Management - Consultant - Senior BA                9/00 – 12/00

    E H Capital Group – a high yield fixed income hedge fund

    Partner, Portfolio Manager, Chief information Officer                     1/97 - 9/00

    • Design, development, implementation, and project management all information systems (Front/Middle/Back Office), for trading fixed income, FX, MBSs, CMOs, equity, and equity derivatives.
    • High Yield portfolio manager and execution of all FX transactions.
      • Business Challenge: Completely design, develop, and implement a trading/accounting system, while managing relationship to custodians and administrators
      • Strategy: Build elegant, minimal trade entry (incl. FX, options, & CMOs) system, with PM reporting and settlement tracking
      • Result: Low-budget, small-is-beautiful system for running a 250MM fund

    Lazard Frères Asset Management

    VP,  Fixed Income Information Systems                                       9/94 - 1/97

    • IS leader for Fixed Income team managing $6B against standard domestic indexes with value-investment-enhancement, custom short and long term indexes, international short term Fixed Income, and international Fixed Income.
    • Design, development, implementation, and project management of systems for Fixed Income trading, Risk Management, FX trading, Pricing, Settlement, and Compliance, as well as design of the underlying data architecture.
      • Business Challenge: Completely design, develop, and implement a trading system, where none existed, for $7B fixed income business, for multiple-strategy, multiple-fund, duration-targeted portfolios; with team of 2
      • Strategy: Design from bottom up, but deliver new working components every month
      • Result: Systems for trade generation, FX, risk reporting, compliance, settlement, and pricing; many still in operation today

    Full Resume available upon Request



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