FINANCIAL ENGINEERING PRACTICE

o3’s Financial Engineering Practice provides pricing, valuation, risk management, structuring, and hedging expertise for complex transactions. Our team delivers independent expertise and analysis that supports and synchronizes with your firms’ internal analytics. In response to increased client needs and regulatory demands, we focus on complex, thinly traded securities leveraging both “off the shelf” as well as customized solutions where appropriate. Our deliverables and analysis supports managers in discussions with regulators, auditors, investors and the boards of directors.

The Financial Engineering Team has extensive experience in portfolio management on the buy side, trading and structuring on the sell side, and policy formulation at Federal financial regulatory agencies. Additionally, our team is leveraged and supported by o3’s years of expertise and experience in successfully developing, implementing and supporting debt & derivatives trading applications from leading vendors.

Products and Services:

	Evaluation & Assessment of Best Practice Financial Management policies and procedures
	Evaluation & Assessment of Best Practice Risk Management procedures and analytics
	Valuation of illiquid assets
	Mortgage loss projections for potential impairment
	Hedge design for risk management
	Evaluation / Assessment of client analytics
	Evaluation / Assessment of client infrastructure to support analytics