New York City
Senior buy-side OMS practitioner serving New York asset managers, hedge funds, and family offices. Bloomberg AIM and Charles River IMS — from initial architecture through production go-live.
The challenge
New York asset managers operate under tighter compliance scrutiny, shorter settlement windows, and more demanding counterparty requirements than most markets. An OMS that works for a Midwest regional manager does not automatically work for a hedge fund running complex multi-leg strategies through prime brokers across three time zones.
Most OMS implementation consultants come from vendor professional services teams. They know the software. They do not know your business, your counterparties, or the specific compliance environment you operate in. The result: implementations that go live on paper but require months of remediation before they actually work for your trading desk.
The New York buy-side community — hedge funds, registered investment advisers, family offices with institutional mandates — needs implementation expertise that bridges the software layer and the business layer. That means understanding fixed income settlement conventions, equity allocation workflows, prime broker connectivity, and compliance rule logic simultaneously.
PBW's approach
PBW Professional Services provides senior-practitioner OMS implementation consulting to New York-area asset managers. Philip Williams brings direct Bloomberg AIM and Charles River IMS expertise from institutional buy-side roles — not from a vendor support queue.
Every engagement is structured the same way: a two-week discovery phase produces a requirements document and signed implementation plan before any configuration work begins. The consultant who scoped the engagement delivers it. There is no junior team waiting in the background.
For New York clients, this matters because the scope of work is almost always more complex than a standard implementation checklist captures — prime broker FIX connectivity, multi-custodian reconciliation, compliance rule mapping for concentrated position limits, and T+1 settlement readiness all require practitioner judgment, not just software configuration.
What we deliver
Full-lifecycle Bloomberg AIM or Charles River implementations for NYC-based asset managers standing up or replacing their institutional OMS. Architecture through go-live, including prime broker connectivity, custodian feeds, and compliance configuration.
Implementation scoped for the specific complexity of NYC-based alternative managers: multi-strategy workflows, complex allocation logic, prime broker FIX connectivity, and compliance rules calibrated to your investment mandate.
Operational assessment and configuration work to bring your OMS and downstream systems into alignment with T+1 settlement requirements. Position reconciliation, fail management workflows, and custodian connectivity all reviewed and tested.
Structured migrations from legacy OMS platforms (or from spreadsheet-based operations) to Bloomberg AIM or Charles River IMS. Data migration, parallel run management, and production cutover without operational disruption.
Serving New York City asset managers and English-speaking financial markets globally.
Related resources
End-to-end AIM delivery: new implementations, system integration, optimization, and platform upgrades.
CRD implementation, compliance rule mapping, IBOR, and T+1 migration for buy-side managers.
Scope and estimate the true cost of an OMS implementation before you sign a statement of work.
Eight-minute self-assessment benchmarks your operational readiness before implementation begins.