Alan Barry Email & Phone Number | Every Investment Fund has an Operating Model and while there are many similarities for each fund type, there are also important differences. Differences that are significant during the setup of a Fund, that set the operational context and need to be available to the Management and Governance Teams to approve the day to day deliverables and the Fund's books and records. A well-documented Operating Model captures what is unique about each fund. It identifies the processes you follow to create accurate and reliable results. Processes that are used to train your people and to identify, what is: ► automated by your systems ► outsourced to service providers ► signed-off by your Management Team ► approved by your Governance Board An Operating Model establishes clear roles and responsibilities that are required for an effective and efficient organization. It follows an end to end lifecycle approach as the hand-offs between silos are error prone. A poorly documented Operating Model will create confusion, resulting in poor training and recurring errors. Errors that cause financial loss, unhappy investors, re-work, regulatory incidents, and fines. Documenting an Operating Model is a significant once off effort that will deliver benefits throughout the life of a fund. However, it can feel like an endless project and often delivers a long text-heavy document. A document that is only used for Due Diligence and Regulatory visits. Fund Elements helps Investment Funds document their Operating Model in a secure and easy to access App. In one week we can provide your team with a meaningful and interactive Operating Model identifying your funds key dependencies. An Operating Model, in a secure App accessible from anywhere, that includes the requirements for each job role, system and service provider linked to each deliverable as well as the funds key setup documents and reference data. Fund Elements uses a proven approach, applied by regulated businesses for more-than 20 years. We have pre-built standard Investment Fund process flows for 12 areas of fund activity: ► Setup the Fund ► Manage the Fund’s day to day Operations ► Govern the Funds Continuing Activities ► Raise Capital from Investors ► Invest Capital ► Settle Investment Activity ► Calculate Net Asset Values ► Identify Investment Rule Breaches ► File Financial Statements ► File Regulatory Returns ► File Tax Returns ► Close the Fund 14 Day Free Trial ► Go to www.fundelements.io and click the 14 Day Free Trial button and we will set up a demo to introduce Fund Elements pre-built processes and controls.

Alan Barry

Every Investment Fund has an Operating Model and while there are many similarities for each fund typ...
Ireland

*50 free lookup(s) per month.

No credit card required.

Alan Barry’s Email abarry@citco.com

Alan Barry’s Phone Numbers

Get ALAN’s Phone Number (For Free)

Social Media

Alan Barry’s Location Ireland

Alan Barry’s Current Industry Fund Elements

Not the Alan Barry you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Fund Elements

Founder & CEO

2015-10-01 00:00:00 - Present

Enterprise

New Frontiers Entrepreneur Development Programme

2016-09-01 00:00:00 - 2018-01-01 00:00:00

The Citco Group Of Companies

Director of Operations

2002-09-01 00:00:00 - 2015-09-01 00:00:00

Independent It Contractor

IT Project Manager, Senior Business Analyst

1997-11-01 00:00:00 - 2002-09-01 00:00:00

Morgan Stanley

Product Control Technology, Associate

1995-11-01 00:00:00 - 1997-11-01 00:00:00

Merrill Lynch

Equity Finance, Business Analyst

1995-05-01 00:00:00 - 1995-11-01 00:00:00

Irish Life

Compliance Officer

1986-10-01 00:00:00 - 1994-12-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Alan Barry

Alan Barry is located at
Ireland

Alan Barry is a Every Investment Fund has an Operating Model and while there are many similarities for each fund type, there are also important differences. Differences that are significant during the setup of a Fund, that set the operational context and need to be available to the Management and Governance Teams to approve the day to day deliverables and the Fund's books and records. A well-documented Operating Model captures what is unique about each fund. It identifies the processes you follow to create accurate and reliable results. Processes that are used to train your people and to identify, what is: ► automated by your systems ► outsourced to service providers ► signed-off by your Management Team ► approved by your Governance Board An Operating Model establishes clear roles and responsibilities that are required for an effective and efficient organization. It follows an end to end lifecycle approach as the hand-offs between silos are error prone. A poorly documented Operating Model will create confusion, resulting in poor training and recurring errors. Errors that cause financial loss, unhappy investors, re-work, regulatory incidents, and fines. Documenting an Operating Model is a significant once off effort that will deliver benefits throughout the life of a fund. However, it can feel like an endless project and often delivers a long text-heavy document. A document that is only used for Due Diligence and Regulatory visits. Fund Elements helps Investment Funds document their Operating Model in a secure and easy to access App. In one week we can provide your team with a meaningful and interactive Operating Model identifying your funds key dependencies. An Operating Model, in a secure App accessible from anywhere, that includes the requirements for each job role, system and service provider linked to each deliverable as well as the funds key setup documents and reference data. Fund Elements uses a proven approach, applied by regulated businesses for more-than 20 years. We have pre-built standard Investment Fund process flows for 12 areas of fund activity: ► Setup the Fund ► Manage the Fund’s day to day Operations ► Govern the Funds Continuing Activities ► Raise Capital from Investors ► Invest Capital ► Settle Investment Activity ► Calculate Net Asset Values ► Identify Investment Rule Breaches ► File Financial Statements ► File Regulatory Returns ► File Tax Returns ► Close the Fund 14 Day Free Trial ► Go to www.fundelements.io and click the 14 Day Free Trial button and we will set up a demo to introduce Fund Elements pre-built processes and controls.

Alan Barry currently works in the Fund Elements |

No Languages Available

Alan Barry has prior
experience in the following industries:
Enterprise | The Citco Group Of Companies | Independent It Contractor | Morgan Stanley | Merrill Lynch | Irish Life

Alan Barry has the following professional experience:
Fund Elements | Enterprise | The Citco Group Of Companies | Independent It Contractor | Morgan Stanley | Merrill Lynch | Irish Life