Charles Dwyer
Financial Services Consultant | Client Service, Operations and Technology Management | Investment Management | Wealth Management | Asset Servicing
- Role
- Consultant at Cutter Associates
- Location
- Millburn, NJ, US
- LinkedIn followers
- 500 followers
About Charles Dwyer
Global Financial Services Operations and Technology Executive with experience providing: client relationship services, global business and process analysis; regulatory risk and control analysis review and implementation; client and business due diligence, divestitures and acquisitions and outsourcing; budgeting and vendor negotiations; supporting: Asset Management, Wealth Management and Global Asset Servicing businesses. ONO
Experience
Consultant
Jul 2019 — Present
Advised a $129 billion Global Insurance Asset Manager with the evaluation of alternative OMS providers. Performed a workflow and system review assessment, created an RFP based on business requirements, evaluated RFP responses for business and operational fit, coordinated selected vendor demonstrations and provided recommendation for optimized solution paths.• Program Managed a $51 billion investment advisors transfer agency, fund accounting and web portal access services to an outsource service provider.• Advised a $65 billion IGO pension fund on selection of an Alternative Asset middle/back office outsource service provider. Performed evaluation of RFP submissions and structured on-site due diligence covering Fund Administration Services, Data and Document Management, Data Reconciliation, Client Reporting, Risk Management and Compliance Support and Infrastructure Services.
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Corporate Finance
1990 — 1993
CFA Institute
Chartered Financial Analyst
1997
University of Massachusetts Amherst
Bachelor's Degree, Marketing
1980 — 1984
Skills
- Portfolio Management
- Equities
- Fixed Income
- Hedge Funds
- Asset Management
- Derivatives
- IT Strategy
- Capital Markets
- Business Analysis
- Financial Services
- Asset Managment
- Investment Banking
- Credit Derivatives
- Trading Systems
- Middle Office
- Prime Brokerage
- Securities
- Risk Management
- Financial Markets
- Alternative Investments
- Investments
- Management
- Wealth Management
- Due Diligence
- Trading
- Outsourcing
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