Core Competencies

IFST Professionals provides management consulting services to institutional investment management firms and the service providers that support them. Our consultants have diverse backgrounds and broad experience across a number of disciplines. We can assemble teams with rich talent and complementary skills to fit most any project and our expertise extends across business, project management and technical domains.

Our core competencies include:

Clients Departments Business Disciplines Technology Disciplines Systems Expertise
Insurance Portfolio Management Strategy & Planning Data Management Trade/Order Management
Mutual Funds Trading System/Supplier Selection Business Analysis Derivatives
Banks Middle Office Business Process Improvement Report Development Cash Management
Pension Funds Investment Operations Business Analysis Project Management Market Data
Investment Advisors Fund/Investment Accounting Outsourcing Custom Development Investment Accounting
Software Vendors Performance Measurement Implementations Systems Integration Reconciliation
Technology Outsourcers Compliance Straight-Through Processing Testing Performance Measurement
Business Process Outsourcers Finance and Financial Reporting Industry Best Practice Software Upgrades Data Warehouse


Our individual consultants come prepared with significant industry experience, advanced education and/or industry certifications, often tailored perfectly to the task at hand. And our leadership and client satisfaction model ensures that resources are fully supported during engagements. When you are ready, talk to us about how we can help.

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