Middle Office Practice

Holland Mountain has a skilled team of Private Capital middle office process experts. This team has supported numerous Private Capital firms to select and implement portfolio monitoring systems and to optimise their middle office processes.

Our middle office team also has significant experience supporting firms to establish their ESG processes and technology. Leveraging in depth knowledge of the ESG solutions and data providers, they advise firms on the ESG operating model that will best fit their needs, and help them select and implement the best suited solutions.

Services of the Middle Office Practice

PORTFOLIO MONITORING & VALUATIONS
  • Portfolio monitoring system selection and implementation
  • Portfolio monitoring system health check and improvement
  • Portfolio monitoring system platform management
ESG
  • ESG operating model design
  • ESG solution selection and implementation

Kimberly Ellis
Head of Middle Office Practice

Kim leads Holland Mountain’s middle office practice, focusing on portfolio monitoring, valuations and ESG.

Kim works closely with Private Capital firms to provide strategic advice on operating models and offering best practice recommendations for the successful delivery of operational improvement projects.

As a Private Capital expert, Kim has extensive experience in Private Capital operations and systems, having managed system selection, implementation, remediation and continuous improvement projects.