Derivatives Operations Transformation
End-to-end transformation of derivatives operations — from trade capture and lifecycle management through to settlement, reporting, and regulatory compliance.
Derivatives operations at mid-tier financial institutions face a unique challenge: they must meet the same regulatory and operational standards as tier-1 firms, but with a fraction of the internal resource. Legacy processes, manual workarounds, and ageing technology create operational risk that grows with every new product or regulation.
Eaton Vasey brings genuine tier-1 operational experience to this problem. Our founder built and scaled cross-asset derivatives operations at Goldman Sachs and led post-trade transformation programmes at RBS — delivering automation that saved 200+ person-hours weekly. This is not theoretical knowledge. It is battle-tested expertise from inside the machines of the world's most complex financial institutions.
We work with mid-tier banks, asset managers, and PE portfolio companies to assess their current derivatives operations, identify inefficiencies and risks, and deliver practical transformation programmes. Our approach is phased and pragmatic — we deliver incremental value from day one, not a multi-year programme that only pays off at the end.
Every engagement is led by our principal directly. You get partner-level expertise throughout — not a senior pitch followed by junior delivery. Combined with our AscendencyAI technology partnership, we deliver the full stack: strategy, process design, and automated implementation.
Key Capabilities
- OTC derivatives lifecycle optimisation
- Trade capture and confirmation automation
- Settlement and collateral management
- Operational risk reduction
- Post-trade infrastructure modernisation
- Cross-asset operations design
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Monthly retainer arrangements providing sustained senior access — a Fractional COO or Senior Adviser function for firms that need ongoing expertise without a full-time hire.
Ready to Talk?
Book a 30-minute discovery call — a genuine conversation about your challenges, not a sales pitch. If we can help, we will tell you how. If we cannot, we will tell you that too.