Work Experience - Software
- Thread starter KarenC
- Start date
This was rejected
Analysis, Support training and implementation of Portfolio Management Software tools for use by Hedge Funds. Analysis includes participation in the specification and review process.
This was accepted
Company Overview: Company XXX Provides portfolio management software to Hedge Funds. This product is used as an integral part of our clients Investment decision making process by providing the client with the tools required to track and manage their portfolios, evaluate trading activity, calculate values and attribute performance.
My Role as a Business Consultant involved training and supporting clients with using the software in order to track, value and manage the Hedge Funds that they manage. In order to do this role I need to have a detailed understanding of the daily functions clients perform, the products they trade (Including equities, fixed Income, Futures, Options, CDS, CFD's, MBS and Interest Rate Swaps), how these products function, how they are valued and how performance is attributed in a multi-currency environment.
The role also involved discussing product enhancements with clients to improve the functionality of the software.
Analysis, Support training and implementation of Portfolio Management Software tools for use by Hedge Funds. Analysis includes participation in the specification and review process.
This was accepted
Company Overview: Company XXX Provides portfolio management software to Hedge Funds. This product is used as an integral part of our clients Investment decision making process by providing the client with the tools required to track and manage their portfolios, evaluate trading activity, calculate values and attribute performance.
My Role as a Business Consultant involved training and supporting clients with using the software in order to track, value and manage the Hedge Funds that they manage. In order to do this role I need to have a detailed understanding of the daily functions clients perform, the products they trade (Including equities, fixed Income, Futures, Options, CDS, CFD's, MBS and Interest Rate Swaps), how these products function, how they are valued and how performance is attributed in a multi-currency environment.
The role also involved discussing product enhancements with clients to improve the functionality of the software.
swaptiongamma
New member
- Jun 18, 2026
- 0
- 0
Nice one Blamey!. I'll make sure I fool them too.
swaptiongamma Wrote:
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> Nice one Blamey!. I'll make sure I fool them too.
swaptiongamma, I know you are joking but I still feel the need to defend myself. That's a pretty accurate job description. I left out some stuff that's not CFA related but it takes up a small percentage of what I do, mostly technical stuff. It still revolves around improving the software for clients.
Edited 1 time(s). Last edit at Monday, March 9, 2009 at 06:20PM by Blamey.
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> Nice one Blamey!. I'll make sure I fool them too.
swaptiongamma, I know you are joking but I still feel the need to defend myself. That's a pretty accurate job description. I left out some stuff that's not CFA related but it takes up a small percentage of what I do, mostly technical stuff. It still revolves around improving the software for clients.
Edited 1 time(s). Last edit at Monday, March 9, 2009 at 06:20PM by Blamey.
philip.platt
New member
- Jun 18, 2026
- 0
- 0
Blamey Wrote:
-------------------------------------------------------
> swaptiongamma Wrote:
> --------------------------------------------------
> -----
> > Nice one Blamey!. I'll make sure I fool them
> too.
>
>
> swaptiongamma, I know you are joking but I still
> feel the need to defend myself. That's a pretty
> accurate job description. I left out some stuff
> that's not CFA related but it takes up a small
> percentage of what I do, mostly technical stuff.
> It still revolves around improving the software
> for clients.
Blamey - I think it is legit - you earned it.
-------------------------------------------------------
> swaptiongamma Wrote:
> --------------------------------------------------
> -----
> > Nice one Blamey!. I'll make sure I fool them
> too.
>
>
> swaptiongamma, I know you are joking but I still
> feel the need to defend myself. That's a pretty
> accurate job description. I left out some stuff
> that's not CFA related but it takes up a small
> percentage of what I do, mostly technical stuff.
> It still revolves around improving the software
> for clients.
Blamey - I think it is legit - you earned it.
swaptiongamma
New member
- Jun 18, 2026
- 0
- 0
Blamey Wrote:
-------------------------------------------------------
> swaptiongamma Wrote:
> --------------------------------------------------
> -----
> > Nice one Blamey!. I'll make sure I fool them
> too.
>
>
> swaptiongamma, I know you are joking but I still
> feel the need to defend myself. That's a pretty
> accurate job description. I left out some stuff
> that's not CFA related but it takes up a small
> percentage of what I do, mostly technical stuff.
> It still revolves around improving the software
> for clients.
Sorry Blamey - did not mean it in that sense. You have really earned it bro!
I still have L2 and L3 to go and then I'll draft my experience in such a way that they will have to accept it.
Presently I write softwares for Portfolio Management, Asset Allocation and Advisory proposal generation. I know it's not that-much relevant to what CFAI needs, but with few good 'LOS' words and 'CBOK' copy-paste, I think I can pass their filter.
Well done for getting accepted. I know how relieved you must be to bag those months and see the CFA words closer than they appear.
-------------------------------------------------------
> swaptiongamma Wrote:
> --------------------------------------------------
> -----
> > Nice one Blamey!. I'll make sure I fool them
> too.
>
>
> swaptiongamma, I know you are joking but I still
> feel the need to defend myself. That's a pretty
> accurate job description. I left out some stuff
> that's not CFA related but it takes up a small
> percentage of what I do, mostly technical stuff.
> It still revolves around improving the software
> for clients.
Sorry Blamey - did not mean it in that sense. You have really earned it bro!
I still have L2 and L3 to go and then I'll draft my experience in such a way that they will have to accept it.
Presently I write softwares for Portfolio Management, Asset Allocation and Advisory proposal generation. I know it's not that-much relevant to what CFAI needs, but with few good 'LOS' words and 'CBOK' copy-paste, I think I can pass their filter.
Well done for getting accepted. I know how relieved you must be to bag those months and see the CFA words closer than they appear.
swaptiongamma
New member
- Jun 18, 2026
- 0
- 0
sbbi98 Wrote:
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> swaptiongamma, any good news?
>
> Could anyone please share some "good 'LOS' words"
> (for software developer in the financial
> industry)?
>
> Thanks.
sbbi98 - I just passed L2 and moved to L3 - so I still have a long way to go. But let's stay in touch and we will work something out. I am at [email protected]
-------------------------------------------------------
> swaptiongamma, any good news?
>
> Could anyone please share some "good 'LOS' words"
> (for software developer in the financial
> industry)?
>
> Thanks.
sbbi98 - I just passed L2 and moved to L3 - so I still have a long way to go. But let's stay in touch and we will work something out. I am at [email protected]