ABOUT OUR COMPANY

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COMPANY OVERVIEW

Founded in 1990, OTCFin specializes in providing financial data management, risk and regulatory reporting solutions and services. With our roots in enterprise-wide risk management technology consultancy, we are intimately familiar with the various facets of implementing an effective centralized data repository. From data feed automation and data quality monitoring to pricing/risk systems implementation ultimately to produce accurate and actionable data outputs and reports, we have a proven track record in building concrete solutions that work.

We believe the key to our success is in our close knit team of multi-talented financial data experts and technologists. With principal offices in NY and Barcelona, we are lucky to have acquired a team with diverse perspectives for problem-solving, stemming from a rich pool of cultural, educational and professional backgrounds.

Since OTCFin’s inception, the company has been privileged to work with major global financial institutions, asset managers, pension funds and hedge funds/fund of funds. The opportunity to work hand-in-hand with our clients having sophisticated investment strategies and requirements continually helps to strengthen our suite of offerings.

A fintech firm with a focus in problem-solving with “white-glove” customer service from start to finish.

KEY FACTS & FIGURES

25 years

Working hand-in-hand with sophisticated buy-side portfolio, risk and data/IT managers.

Cross-trained team

Data experts, Financial Engineers, Systems & Regulatory business analysts.

1 trillion

AUM of clients for our data management consultancy and regulatory reporting managed services.

12 years

Average years of experience of our professional team members.

Global presence

New York, Barcelona, Paris, New Delhi.

Blue Chip

International and Domestic institutional client base.

FEATURED EXPERTISE

With over 20 years experience implementing enterprise-wide portfolio and risk management solutions for sophisticated buy-side clients, our team of multi-talented experts combine skills in IT and finance to deliver effective and actionable solutions.

Fulfil your regulatory reporting obligations with the help of our Regulatory Reporting team. We support regulations such as PRIIPs, MiFID II, Solvency II, CRD/CRR, AIFMD and Form PF.

OTCFin’s PATOne EDM platform was built with a culmination of over 20 years’ experience in implementing enterprise-wide data platforms for portfolio and risk managers across all asset classes. Our team of data experts are can help to automate, cleanse, monitor your data to produce consistent and actionable outputs.

Expertise in alternative assets systems integration and data management. Subject matter expertise in analysis and building alternative asset class models. Real Estate (Commercial Mortgages, Single CMBS), Private Equity, Natural Resources, Infrastructure, Real Assets, Hedge Funds, FoFs.

WORK WITH US

We'll do everything we can to make our next best project!

CONTACT US

Please contact us using the form below or send us an email at info@otcfin.com

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