M & R consultants have extensive experience working in major Financial Service industry firms. The following projects are representative of the type of assignments that M & R consulting staff has lead:

The production securities pricing environment was made more reliable by reengineering the data flow and business processes. A high-availability system architecture was introduced which included extensive system monitoring. A 5x12 hour technical support organization and data service organization was built and staffed to provide customer support and ensure integrity of the securities data base.

The firm decided to convert their portfolio trading operation from a service bureau to an in-house operation and realized that they needed an independent professional with the proper mix of project management, subject matter expertise, and client relationship skills. The consultant worked with the project’s stakeholders to prioritize requirements and set expectations, and created a realistic yet aggressive project plan with clear milestones. In addition, an ongoing production support plan was created. The new portfolio system was put into production within four months and the client terminated access to the service bureau’s system.

Provided technical leadership as the company moved to Web-centric application design in the areas of web infrastructure technologies, content management tools, and technology standards.

A new electronic funds transfer system was built which consolidated several vendors’ systems onto a single platform. This saved money and improved the accuracy and reliability of the transfers. The system supported the following messaging formats and advice types: SWIFT, Fedwire, Bankwire, and Telex.

Designed a real-time trade transaction application in which the following technologies were used: Java Multi-Threaded Server, EJB Server for User Interface, User Interface in Swing and Communication medium thru JMS-MQ.

Built a real-time trading system in which clients place orders to be executed at the exchange (NYSE/ASE/NASD). The trader places the order in the market through the floor broker at the respective exchange. At the same time, the client sends in the break down of the order in form of allocations to the client.

Designed and implemented a new research alert application that allowed analysts to combine real-time financial information with their reports.

Lead mainframe upgrade for a leading provider of financial information and analytical software to global markets. M & R engineers are performing a legacy mainframe upgrade to newer technology in a mission critical financial media environment. The two-year project is a complete upgrade from the current legacy mainframe VM/VSE to an IBM OS390 and UNIX based systems.

Lead the design of a new hardware and software system to redistribute real-time financial data much more efficiently and cheaply than the original architecture.