Kathy Hoy McDermott

About Kathy Hoy McDermott

Twenty years experience in the financial software and financial services industries. Experienced researcher, writer, speaker, and business analyst who can work with senior-level portfolio managers, traders, and client service professionals to get at the heart of their needs for systems ranging from trade order management, portfolio accounting, client reporting, and performance attribution. Involved in all stages of the software development and implementation lifecycle: current state analysis, business requirements gathering, test script preparation and execution, training users and support staff. Products include Eagle, PORTIA, Linedata/Longview, BlackRock Aladdin, and various proprietary trading, client reporting, and accounting systems.

Experience

1. Managing Director, Cutterresearch

   Cutter Associates

   Sep 2011 — Present

   I produce in-depth research reports and presentations on a wide range of topics for the buy-side investment management industry, including alternative data, business intelligence systems, client reporting systems, managed data services, market data administration, order management systems, outsourcing front and middle office functions, reconciliation systems, reference data management solutions, and the use of social media in the workplace.

Education

• Hamilton College

  BA, Mathematics

Skills

• Eagle
• Securities
• Customer Relationship Management (Crm)
• Business Analysis
• Order Management
• Integration
• Client Reporting
• Reports
• Electronic Trading
• Trading Systems
• Performance Attribution
• Equities
• Portia
• Investments
• Fixed Income
• Financial Services
• Crm
• Portfolio Management
• Blackrock
• Asset Management
• Trading