Buy-side firms:  Technology systems review & implementation (EMS/OMS/Portfolio/Risk), Broker selection & ranking process, Trade-desk & Back-office efficiency, and more….

Sell-side firms:  Positioning & target customer review, Product & Technology implementation (Order routing/Trade processing/Portfolio reporting), Front-office & Back-office workflow, and more….

Technology providers:  Strategic & Competitive analysis, Pricing, Marketing & messaging, Sales review & tactics, and more….

As a management consulting firm, Jarod Winters Consulting can provide you with customized solutions to meet your unique business problems. With our deep understanding of the alternative investment industry, we can assist you in:

 

Supporting Infrastructure—We can assist with the design, sourcing, implementation and ongoing operations of technology, systems, facilities and organizations that support your business.

 

Business Process Improvement—We can help you document current processes, identify process improvements, define future processes, and implement initiatives to fill performance gaps.

 

Business Management—We can help you throughout the entire business management lifecycle: from developing business strategies, to translating those strategies into business plans, to implementing the plans through funded projects, to managing those projects to successful completion, to assessing the results to enable continuous improvement.

 

Organization Design and Development—We can support you in transitioning to new organizational models, which includes designing, staffing, performance management and change management support.

About Us: Jarod Winters Consulting is a focused consulting practice providing independent and objective counsel and business services to the alternative investment industry.  We provide strategic and tactical support for our clients along a spectrum of analysis and assessment to solution development to implementation and performance monitoring.