Advisory Services

Training

FINARCH Training Services: Empowering Asset Managers with Expertise

FINARCH offers comprehensive training service, designed to equip asset management firms, consultancies, and other market participants with the functional and domain expertise needed to maximize the value of their IT ecosystem. Our programs blend deep insights into public markets with specialized knowledge across all asset classes in critical areas such as investment accounting, performance attribution, risk management, and back- and middle-office operations. Whether your team is adopting new technology, refining workflows, or navigating complex regulatory environments, our training ensures a seamless transition by bridging the gap between system capabilities and real-world application.

Led by seasoned practitioners with hands-on industry experience, our sessions focus on practical scenarios, enabling our clients to apply immediately as it is tailored to our clients unique operating environment and systems landscape.  As a consultancy who has done some of the largest and most complex digital transformation initiatives in the industry, we know that every asset manager operates within distinct workflows and market dynamics. 

Example Course

We led a private markets course for both our internal team, as well as one of our clients led by an industry expert, with industry leaders participating as speakers and providing system demos.

Private Markets Workshop

  • Module 1
    Introduction to Private & Alternative Markets

  • Module 2
    Private Equity
    PE landscape and history
    Private equity life cycle and key concepts

  • Module 3 
    Private Debt & Credit
    History and development of non bank lending and private debt
    Private debt life cycle and key concepts

  • Module 4 
    Asset Based Finance, Real Estate and other
    Alternative Assets
    Structured finance key concepts
    Real Estate key concepts

  • Module 5
    Technologies transforming Private Market Operations
    Front office, Investor ops and pre-deal
    Middle and Back office

  • Module 6 
    Approaches to Consulting in Private Markets
    Best practices
    TOM analysis
    Integrating with enterprise architecture


Guest Speakers
CxO at private debt origination startup
Director at private market service provide