Fractional fixed interest

Closed
Edale
Reigate, England, United Kingdom
Preferred learners
  • England, United Kingdom
  • Academic experience
Categories
Financial services
Skills
capital markets fixed interest financial technology (fintech) private banking investments software development new product development smart criteria workflow management
Project scope
What is the main goal for this project?

An internationalisation of a financial technology concept to allow retail investors to access institutional corporate bonds. Some of the specific aims are to outlined below using the S.M.A.R.T. concept.

Specific

· Create a middle east local platform by November 2022 to allow a Capital Markets team to work with sister private banking unit to allow fractional investments

· Customisation of a platform for a new assets class and local features (market rules, integration workflows, etc)

Measurable

· Deploy the developed financial workflows into a UAE hosted solution

· Seek 3 additional customers in GCC whilst delivering this pilot project

Achievable

· Coordinate with local financial regulators, policymakers and financial institutions to develop an approved roadmap and technology development

Realistic

· The objectives are realistic given the good degree of fit between our technology platform and the needs of local financial institutions

Timebound

· Complete pilot software development by November 2022

What tasks will learners need to complete to achieve the project goal?

TBC because a breath of workstreams to achieve the objective.

Needs assistance to develop the solution across a range of financial theories, investment design and product development initiatives.

About the company

Edale is a professional services business. We developed adn are for business, people and individuals. There are 4 main units: Personal and workplace financial advice - Make informed and timely decisions about your financial affairs for you, family or your company. Investment services: venture financing to portfolio management. Regulated deal making, bespoke mandates, due diligence, financing modelling and everything in-between. Enterprise development and support - Smaller company advice to innovate and accelerate through advice, coaching, mentoring and tech. Creative design + marketing - Wow designs with no hassles or headaches. Projects come from a variety of brands we are involved in and own.