Altimus Partners has established a strategic partnership program with Capital Markets Advisors to leverage capabilities and complement our respective Service Offerings in financial sector. The combination of Altimus Partner expertise in technology platforms and operations, financial technologies, and process reengineering, combined with CMA expertise in strategy, operations, and business transformation in capital markets, offer a comprehensive Solutions Portfolio addressing technology business transformation in banking and financial markets.
CMA Capital Markets Advisors provides advisory services to help clients analyze and improve business operations and technology, leveraging pool of resources with strong domain knowledge and deep expertise in the disciplines of strategy, assessment, collaboration, implementation, integration, change management and process re-design.
CMA is built on, and fosters proven methods and standard best practices, regardless of Client project’s scope or complexity. As each financial institution faces regulatory and developmental challenges that are unique to its size and scale of operations, we adjust our services to match the needs of your company, big or small.
CMA brings together nearly 8 decades of experience in Financial Services and in many markets around the world. CMA management brings a broad set of tools and market knowledge to firms and situations that need to be addressed with confidence in execution as well as expeditious delivery. Our firm is founded on practical leadership experience in:
- Operations
- Technology
- Product Control
- Back & Middle Office
- Client On-Boarding
- Client Services
- Audit & Key Controls
- Regulatory & Compliance
- Collateral Management
- System Conversions
- System Integrations
- Dodd Frank’
- OTC Clearing Services
- Tax Services
CMA General Services
CMA advisory services help Clients analyze and improve business operations and strategies. The CMA team leverages proven methodologies, best practices framework and industry expertise to provide the following services:
Delivering large scale finance, regulatory and operations transformations, especially brokerage back office conversions, including Broadridge and others
- Driving individual and multiple work-streams
- Managing complex, global enterprise-wide, multi-entity programs with large number of stakeholders
- Running large scale PMO’s, including setup and maintenance of governance meetings, project plans, KPI’s, dashboards, status reporting, issue and risk tracking
- Performing current state analysis and documenting current state, using client and vendor documentation, standard (and if needed proprietary) tools, templates and accelerators
- Performing future state analysis, gap identification, and developing remediation plans for all gaps
- Development of operational procedures, training manuals and related materials and training staff
- Development of use cases, test scripts, test plans and conducting UAT, system integration testing, BCP/DRP/non-functional testing, and parallel/mock conversion/dress rehearsal testing
- Target Operating Model Realignment
- Post-Merger Integration
- Cost Reduction/ Cross Sell Identification/ Revenue Enhancement
- In-Sourcing/Out-Sourcing/Right-Shoring
- Vendor Package Selection/ RFP/ Implementation/ Complex Integration
- Control Review/Assessment/SOX
CMA Senior Management
Michael Hartig
Michael Hartig is a Partner in CMA Financial Services Advisory practice, and brings 30 years of Capital Markets experience with major financial services institutions, Prior to Big 4, IBM and Capco, Michael ran Capital Markets Technology for Paine Webber.
Michael Zimits
Michael Zimits is a CMA Partner with 27 years of market experience in senior management positions with major broker dealers and banks, including Merrill Lynch and Citi
Van Hatziyianis
Van Hatziyianis is a CMAPartner with extensive experience in financial services, including Lehman Brothers, Merrill Lynch NYSE Euronext, DTCC clearinghouse and Barclays