Beyond the Talent Crisis: Building a Modern Operating Model for Investment Operations
Summary
Investment operations face rising complexity as talent pipelines thin and legacy fixes lose effectiveness. Geographic arbitrage, administrator outsourcing, and pure technology often introduce new constraints instead of relieving pressure. A hybrid operating model, blending flexible infrastructure with specialized managed services expertise, provides firms with the transparency, scalability, and adaptability necessary to support growth and navigate increasing operational complexity.
Bernardo Cabada
As Vice President, Sales Operations & Enablement at Arcesium, Bernardo leads in showcasing the company's cutting-edge capabilities through executive-level engagements, delivering compelling presentations, technical demonstrations, and proof-of-concepts. His proficiency extends across crucial areas of middle- and back-office investment operations, with a particular emphasis on data governance and enterprise data management for investment managers and asset owners.
Sources:
[i] Northern Trust, 2024. https://www.northerntrust.com/content/dam/northerntrust/asset-servicing/global/en/documents/insights-research/2024/driving-growth-in-asset-management-2024.pdf
[ii] PwC, 2024. https://www.pwc.com/gx/en/news-room/press-releases/2024/pwc-2024-asset-and-wealth-management-report.html
