Support for the Buy Side on Investments, Portfolio Management, Trading, Treasury, Processes and Systems


areas of expertise


Projects

Eione Financial Consulting can assist with:

  • Transition- or take-over projects for financial institutions; management or in-depth support
  • Search for an new Order Management System, an Execution Management System or Outsourced Execution
  • Implementation of an OMS or EMS (Bloomberg AIM, Thinkfolio, Charles River, SimCorp), or internal process adjustment
  • LDI system or process implementation
  • Process design, description and validation

Trading, Treasury and Portfolio Management

Eione Financial Consulting can assist with:

  • Creating a new buy side Trading desk or Treasury department
  • Addition of new asset classes/products to an existing desk
  • Set-up and streamlining of portfolio management flows, trading lines and interfaces
  • Investigation of requirements regarding new regulation (UMR, CSDR)
  • Implementation of new regulation
  • Temporary replacement within (FI) Trading, Treasury or (LDI) PM

General Support

Eione Financial Consulting can assist as:

  • Temporary replacement in various financial market areas
  • Sparring partner for portfolio building decisions, specifically LDI/Fixed Income
  • Trainer on financial markets, portfolio management, Trading and Treasury
  • General support on Buy Side issues

Eione Financial Consulting was founded by Carola Jansen in 2022. Carola has been active in financial markets for 25 years in various parts of the Fixed Income and Currencies market: as trader of Fixed Income and FX instruments, as Portfolio Manager Treasury and Cash Management, and in selection and monitoring of mutual funds (LDI, Money Market, government bonds and credits). She has gained extensive experience with various Order Management systems and trading platforms, like Bloomberg (AIM and PORT), Reuters, FXAll, Thinkfolio, Charles River and SimCorp. She has substantial knowledge of interest rate derivatives, listed as well  as OTC, with a focus on LDI. Next to that Carola has experience with (order flow) processes, risk management, legal documentation, regulation and operations.