How Hedge Funds Can Approach and Implement Post-Trade Automation with Agentic AI - A Checklist
Summary
Hedge funds are increasingly turning to automation and AI to modernize post-trade operations as data volumes grow and strategies become more complex. This checklist outlines the key steps to building an AI-enabled post-trade infrastructure, including identifying where manual friction persists, connecting middle- and back-office workflows end-to-end, strengthening an AI-ready data foundation, and applying agentic AI to exception management and reconciliation.
Jyoti Orphanides
Jyoti joined Arcesium in its early days and spent 8+ years focused on the firm’s client training and sales engineering initiatives. Jyoti’s recent move to a technical marketing role marries her unique perspective of Arcesium’s capabilities with a focus on ensuring thought leadership and product content is relevant to clients’ distinct challenges.
Sources:
- How Hedge Funds Are Rebuilding Their Operations Around Artificial Intelligence, Lucidate, Jul 2025
- Why manual reconciliation is holding your finance team back, Tech Donut, April 2025
- The AI Edge in Investment Management for Decoding Success, WNS, Apr 2024
- Avoid AI Data Quality Pitfalls to Unlock High-Impact Insights, Gartner, Oct 2025
- FCA, SEC, AI – Rules in 2025 are Changing (Is Your Bank Compliance Ready?)
- How to Get ROI from AI in the Finance Function, BCG, Jun 2025
