Director, Investment Management Solutions
Alex Strekel joined Clearwater in 2015 and leads a team of business development professionals who specialize is solving operational, accounting, and reporting challenges for asset managers. Alex and his team focus on the key trends impacting the markets and help managers find custom solutions that address both market- and firm-specific needs to provide scale, accelerated growth, and improved margins.
Alex has more than 15 years of experience in financial services, allowing him to consult with all aspects of asset management operations. His career began in market data with Thomson Financial, transitioning to operations and trading with Fidelity; prior to Clearwater, he managed fixed-income portfolios at a Connecticut-based asset manager.
Alex is a graduate of Bates College in Lewiston, Maine and lifelong Connecticut resident. He currently resides in Old Lyme, Connecticut with his wife, son, and daughter, along with their two cats. When not working, you can find him spending time with his young family, keeping active, or attempting his latest “home improvement” project.
With the acquisition of JUMP Technology, Clearwater Analytics has expanded its platform to include a wider range of features and functionality. Clearwater JUMP presents managers with an established end-to-end platform that provides robust functional coverage for front, middle, and back-office investment operations.
Clearwater JUMP is a natively modular technology that allows users to select exactly which features they would like to implement. This “right sizing” ensures the most effective long-term benefits while also offering immediate return on investment at a lower total cost of ownership relative to other solutions. While there are many new features available on the platform, here are some of the highlights.
Want to see Clearwater JUMP in action? Schedule a demo today to see how Clearwater delivers a full lifecycle platform for investment management.
An End-to-End Investment Solution
Clearwater JUMP is a trusted, scalable, cloud-based solution for the front, middle and back offices of asset managers. This highly configurable platform addresses the needs of operations and investment teams of any size while offering scalability to enable growth. The modularity of the platform allows teams to replace multiple vendors or mix and match across OMS, performance, CRM, accounting, and reporting. This modularity extends the use case beyond asset managers to include corporations and insurance companies looking to replace legacy providers in these areas.
Investment reporting is available through web, mobile, and a variety of export formats, utilizing API (Application Program Interface) connectivity. There is also an intuitive report designer available to create tailor-made statements.
Portfolio Decisions Made Easy
The combined OMS and PMS functionality of Clearwater JUMP enables managers to rebalance, test, and analyze portfolios, with a seamless transmission to manage orders for execution via FIX or direct connections. With real-time position-keeping across asset classes, Clearwater JUMP provides support throughout the entire order processing chain.
Tools are customizable to make it easy to tailor your pricing policy, reflect client and firm level compliance policies, set controls for data quality, and provide a complete audit trail for your data.
Enhanced Performance Measurement
With returns more important than ever, Clearwater JUMP offers managers of all sizes the ability to dissect components with a few clicks. Featuring embedded support for contribution and attribution analysis, risk-adjusted ratios, stress tests, and VaR, returns can be analyzed down to the security level across asset classes.
Users can also create custom classifications for attribution analysis and real-time calculation ratios. To enhance transparency, users can view the decomposition of calculations, gaining further confidence in the accuracy of their returns, along with audit support.
Managing Your Business
The platform’s CRM feature allows for accounting, performance, and other data elements to be stored at various levels (household, client, account, etc.) for clients. With the ability to post documents, a full profile of each client and associated communications can be accessed from the user portal, supporting regulatory needs and KYC.
Additionally, custom reports can be used to break down investor profiles and match them with portfolios, strategies, and advisors to gain valuable insights about the business.
Ready to learn more? Schedule a demo today to talk with an expert about how your organization could benefit from Clearwater’s full lifecycle investment management platform.