Desk Operating Model & Performance

We model what each desk earns and what its flow costs across execution, clearing, settlement, funding, platforms, data and control. The model is built at the level where decisions are taken, with your own data, and handed over in a form your teams maintain.

Desk structure, trade lifecycle, platforms, controls and locations are designed as one reference point. It gives platform and cost decisions a common basis across desks, and it is tested against technology and control constraints before it is adopted.

The daily run of a desk accumulates manual steps: re-keying, chasing, reconciling, reporting. We map the workflow, remove the touches that add no value, and automate what remains repetitive — so the same team handles more flow with less friction.

Middle- and back-office capacity is matched to actual flow: volumes, seasonality and the work each product genuinely creates. Spans, shoring and shift patterns follow the evidence, and the cost base is reviewed against the same evidence each cycle.

Where work is done and by whom — in-house, nearshore, outsourced — is decided on cost, control and service evidence. We run the analysis, the commercial process and the transition, and set up ongoing vendor performance management.

The desk-level model supports the decisions it was built for: pricing flow, allocating platform investment, setting the desk perimeter. We stay involved as those decisions are worked through, updating the model as the business changes.