Client services support to a CLO corporate trust

  • USD2tn+

    in AuM; the world’s largest custodian bank, based in the US

  • 2,000

    backlog cleared for cash reconciliation breaks

  • 40%

    operational cost savings

CLIENT CHALLENGES
  • Client sponsor: US-based custodian bank and securities services company
  • Client need: Client was looking for a trusted associate to help the Corporate Trust Client Services team perform CLO activities
OUR APPROACH
  • Deployed a team of 13 CLO specialists to support the client’s Corporate Trust Loan Operations team in the following areas:
    • Cash reconciliation, trade reconciliation and daily cashflow analysis for deals assigned; liaising with Cash team and Asset Admin team
    • Preparing monthly and weekly reports to help Client Service Manager identify/address discrepancies
    • Reviewing and validating coverage tests, collateral quality test and concentration limitations test with client data to check whether deals are compiled with indenture language
    • Working on waterfalls by validating the accrual date, payment date, LIBOR rate, expense cap language and fee basis amount, and reviewing wire instruction
    • Tracking loans and bond trades, checking portfolio information and accuracy
    • Performing aggregate collateral balance (ACB) and aggregate principal balance (APB) for different CLOs
    • Processing internal transfers, FX and testing hypothetical trade scenarios
    • Trade bookings and settlement for CLO and non-CLO deals in client’s system
    • New deal setup functions and redemption processing for different deals
    • Global Funds Control (GFC) and Short-Term Investment Fund (STIF) payment processing and managing the fund balance
    • Preparing daily checklists, creating trade and research tickets to update the client’s systems
  • Third-party tools
    • WSO
    • Solvas
    • Nexen
    • S&P
    • Markit
    • Moody’s Rating
    • bloomberg
IMPACT DELIVERED
  • Provided real-time support to the client
  • Cleared backlog of 2k cash reconciliation breaks for multiple funds
  • Added bandwidth to the client teams, providing operational support, reducing cost by 40%
  • Gave the client a time-zone advantage
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More capacity for core functions

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Industry and competition research for a Fortune 20 technology firm
What we are proud of

40-50%

cost savings through offshore support

10-12%

more time for core strategy and planning work

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Corporate development support for the autonomous mobility unit of a Fortune 10 tech conglomerate
What we are proud of

30-35%

Better economics and coverage – saved through offshore support

2,200+

hours of research support for the Corporate Development and Product teams

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Industry and competition research for a digital gaming startup
What we are proud of

USD75m+

Impactful research on investors and funding opportunities – funding secured since engagement initiation

15-20%

Provided additional bandwidth to client teams, leading to faster delivery of critical strategy projects

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Competitor benchmarking and performance gap analysis for a leading European medical device player
What we are proud of

Identified opportunities for expansion and plausible revenue streams

Identified potential geographies and activation levers from competitors

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Opportunity assessment and market attractiveness for one of the top 10 pharmaceutical major
What we are proud of

Benchmarked therapeutic areas with high clinical and market potential

Developed potential market scenarios based on client needs

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Assessing viability of entering the NSCLC market
What we are proud of

Evaluated unmet needs to identify potential entry points

Conducted a deep-dive study of key assets and key players

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Supplier assessment and industry benchmarking for a global top 10 pharmaceutical company
What we are proud of

Optimised vendor-associated costs across geographies

Identified billing arrangements across law firms

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Assessment of GCC pharmaceutical market for a global European pharma major
What we are proud of

Analysed potential for entry into the GCC pharmaceutical market

Assessed possible market drivers and barriers to entry

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Product launch strategy for European biopharmaceutical company
What we are proud of

Identified geographical concentration of demand

Designed optimal distribution channel configuration

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Research on a multiple sclerosis drug with help from global neurologists
What we are proud of

Assessed the target market size, key competitors and current pricing range

Enabled the client to take informed decisions thereby increasing market penetration

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Patient treatment pathway analysis for venom allergies
What we are proud of

Increased customer/patient satisfaction and conversion rate

Gained a better understanding of stakeholders’ and patients’ behaviour along the pathway

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Transition support – from on-premise to the cloud – for an ERP solutions provider
What we are proud of

20-25%

operational efficiencies achieved

30-35%

lower cost than onshore consulting support

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Data operations and portfolio management support to global fund of funds client
What we are proud of

Faster turnaround, with improved efficiency

Cost optimisation and revenue maximisation

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Corporate strategy and M&A support on downstream oil & gas transactions
What we are proud of

Multi-layered support across finance and strategy initiatives

5-6 transactions executed across various segments and geographies

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Market entry strategy for a leading global NBFC entering the Indian market
What we are proud of

Developed a roadmap to grow the two ‘Grow’ sectors in phases – identifying key agencies for partners and major hubs

Recommended a way forward by identifying a potential partner after an in-depth buy/build/partner’ analysis

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Market entry assessment for a leading remittance and payments services provider
What we are proud of

Helped the client expand service offerings and geographical reach

Helped identify KPIs and success factors to act as inputs for strategy formulation

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Engagement with a global telecom giant to shortlist potential targets for partnership
What we are proud of

Support in shortlisting potential targets

Suggested a partner identification framework

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Supported a leading telematics player with its corporate development initiatives in the US and Europe
What we are proud of

~10%

savings on corporate development budget

360º

support provided to client with tight integration with their operating model

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Assisted an European ERP solutions provider transition from on-premise to the cloud model
What we are proud of

25-30%

Improved operational efficiency by implementing best practices

Key gap identification and possible solutions

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Retail lending support to a large US-based commercial bank
What we are proud of

35%

Able to underwrite c.35% more deals

30%

Reduction in turnaround time for new deals

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ESG support for capital market division of a London based global investment bank
What we are proud of

20%

Saving of time of senior bankers

18-20%

more client-facing time

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Data transformation support for a leading fund of funds client
What we are proud of

35%

faster turnaround time

60%

Freed of bandwidth

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Marketing literature review support for a hedge fund with offices in the US and the UK
What we are proud of

100%

Met deadlines

35%

reduction in compliance costs

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