+1 (732) 253-7955 sales@ezops.com

Experience counts and results matter.

We are fiercely client-driven and passionate about providing exceptional services and custom-fit solutions to meet each client’s specific needs—never a cookie-cutter approach. Converging operations SMEs, data stewards, and technologists to work in lock-step with one another ensures that we understand our clients needs holistically and are better aligned to serve them.

Leading financial institutions put their trust in EZOPS.
What can we do for you?

MIDDLE OFFICE OPERATIONS

EZOPS ARO—Analytics, Reporting and Operations | Trade Processing | Risk Management | Collateral Management | Reconciliation Services

EZOPS ARO
Analytics | Reporting | Operations

Instant insight for all stakeholders on one integrated platform

  • A common platform for Portfolio Managers, CFO’s, COO’s, Risk Officers, Investors and Operations
  • Understand data co-relations across your portfolio and get a federated view of data across the organization
  • Intuitive and quick to deploy
  • Customizable—view only what you need
  • Cloud-based—available anywhere, anytime and on any device
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Trade Processing

Focus on trading…leave the rest to your EZOPS operational support team

Global support 24/6 & coverage across all asset classes and strategies

  • Trade capture
  • Allocations
  • Affirmations & confirmations
  • Trade life cycle management
  • Payments & settlements
  • Corporate actions
  • Connectivity with major clearing members, custodians, prime brokers, and market data providers

Risk Management

Deliver better results by keeping a pulse on the metrics that affect your portfolio

  • VaR analysis
  • Scenario analysis
  • Cash flow analysis
  • FX exposure analysis
  • Credit limit analysis
  • P&L analysis
  • Reports for all Greeks (Delta, Theta, Gamma, Vega & Rho)

Collateral Management

Helping you manage your collateral intelligently and economically

  • Our collateral operations SME’s will handle your margin calls to keep you a step ahead
  • Our automated workflow detangles the complex collateral management process
  • Provides insight for making decisions affected by collateral management
  • Covers a full range of collateral agreements: ISDA, CSA, Repos, GMSLA

Reconciliation Services

Start your day with clean data

  • Positions
  • Cash
  • Trade
  • Portfolio
  • Initial margin
  • Variation margin
  • Interest, accruals
  • Collateral management
  • Profit and loss

Technology

Platform Analysis | Optimization | Integration | Testing | Support

Platform Analysis, Optimization, Integration, Testing and Support

Unrivaled expertise in Orchestrade, Calypso, Geneva, Qlik and Talend

  • Implementation—EZ Configuration Accelerator for quick deployment
  • Life cycle services—Post go-live services; 24/7 support; Quality Assurance
  • Platforms—Fine-tune, optimize & consolidate existing instances
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PlatformAnalysis

Consulting

Regulatory Reporting | Re-engineering

Regulatory Reporting

Optimal compliance starts with smarter data management

  • Regulatory Assurance—Pre-audit gap analysis minimizes under- and over-reporting of SWAP trades
  • Risk Data Visualization—Most firms just provide a strategy, we actually help clients implement them
  • Entity Data Verification—We help reduce inefficiencies in the KYC/AML process by creating accurate master data repositories that clarify legal entity hierarchies
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Regulation
Reengineering

Re-engineering

Helping clients drive growth by being lean and agile

  • Re-examine your operations—due to merger, consolidation, need to move to shared service or simply to improve efficiency
  • Identify opportunities for automation, reduction in duplicate work, and elimination of waste
  • Benchmark to best-in-class

leadership

Bikram Singh
Founder & CEO

20 years of capital markets experience. Before founding EZOPS, he built Citi’s Derivatives Middle Office business from the ground up. Prior roles were at McKinsey & Co, Lehman Brothers, Lava Trading, the American Stock Exchange and Goldman Sachs.

Sarva Srinivasan
Founder & President

20+ years experience deploying technology & operations solutions to buy & sell side firms, managing global client engagements, & building strategic sourcing businesses. Computer Science degree from IIT/Madras & an MBA from IIM/Bangalore.

Dutt Chintalapati
Founder & Chief Operating Officer

30+ years experience launching global fin tech solutions to large financial service firms. Has worked at Calypso, PWC, Santander & Lehman Brothers & has a B Com from the University of Bombay & an MBA in Finance from the University of Rochester.