Fund Admin & Asset Services
Albany Beck supports fund administrators and asset servicers to deliver complex change at pace, strengthen fund servicing and reporting environments, and build lasting internal capability.
Albany Beck supports fund administrators and asset servicers to deliver complex change at pace, strengthen fund servicing and reporting environments, and build lasting internal capability.
Expanding fund structures, private markets growth and cross-border distribution are reshaping fund administration and asset servicing. Rising investor reporting expectations, outsourcing scrutiny and platform consolidation are increasing operational and data complexity. Firms must scale servicing models efficiently while strengthening resilience, accuracy and cost discipline.
Regulatory expectations continue to intensify across resilience, outsourcing, data quality and investor protection. Firms face increasing scrutiny to evidence robust controls and oversight across complex, multi-jurisdictional models.
Regulatory change must be delivered alongside live servicing, often using a small pool of subject-matter experts already stretched across BAU and remediation.
Hybrid regulatory and fund services delivery skillsets remain scarce, limiting firms’ ability to embed compliant change and build sustainable internal capability.
PM
PMO
BA
QA/Tester
Data Analyst/ BI
Engineer
Developer
Cyber & InfoSec
Fund Accounting
Regulatory SME
Operations Analyst
Compliance Analyst
Health Check
Impact Assessment
Strategic Roadmap
Op Model Design
Service Mapping
Impact Tolerances
Implementation
BI/MI Build
Programme
Delivery
Testing
Remediation
Risk, Reg, Compliance Analyst Academy
Operations Analyst Academy
KYC/AML Analyst Academy
MI/BI Analyst
Academy
Data Analyst Academy
Change Academy
Delivery Academy
Firms are pursuing growth across new asset classes, jurisdictions and products, often through M&A and platform consolidation, increasing integration complexity, data migration risk and operating model strain.
Growth initiatives are cross-functional and integration-heavy, constrained by platform limitations, onboarding complexity and BAU pressures.
Specialist product, integration and delivery skillsets with deep fund services experience remain in short supply, limiting scalable growth.
PM
PMO
BA
QA/Tester
Product Owner
Change Manager
Data Analyst/BI
Engineer
Developer
Operations SME
Integration Support
BAU Support
Strategy
Impact Assessment
Strategic Roadmap
Op Model Design
Integration Delivery
Implementation
Testing
Programme Delivery
Go Live/ BAU Support
Product Analyst/ Owner Academy
Fund Operations Academy
Delivery Academy
Change Mgmt. Academy
Data Analyst Academy
Technology Academy
Engineering Academy
Legacy platforms, fragmented data and complex vendor ecosystems constrain innovation, while pressure grows to modernise and automate without destabilising live operations.
Technology change is often fragmented across programmes and vendors, with integration complexity and transitions into BAU increasing delivery risk.
There is a sustained shortage of technologists combining deep technical expertise with fund services domain knowledge.
Tech PM
Tech PMO
Tech BA
QA/Tester
Data Analyst/ BI
Cyber & InfoSec
Engineer
Developer
App/ IT Support
Innovation SME
Integration SME
Migration SME
Gap Analysis
Impact Assessment
Op Model Design
Automation
Integration
Migration
Implementation
Testing
Programme Delivery
Remediation
BAU Support
Technology Analyst Academy
Systems/ Platform Analyst Academy
Innovation Academy
Data Analyst Academy
Testing/ QA Academy
Developer Academy
Engineering Academy
Fragmented data foundations and inconsistent definitions limit insight, automation and regulatory reporting across the fund lifecycle.
Data issues often surface mid-programme, introducing remediation effort and delivery delays, particularly when delivered alongside BAU.
Hybrid data and business skillsets remain scarce, making it difficult to build trusted, sustainable data capability.
Data Analyst/ BA
Data Scientist
Data Quality
Data Governance
PM
PMO
BA
QA/Tester
Developer
Engineer
Cyber & InfoSec
Innovation SME
Health Check
Maturity Assessment
Op Model Design
Data Governance
Data Standards
Data Quality
Implementation
BI/ MI Build
Programme Delivery
Data Remediation
Data Analyst Academy
MI/ BI Analyst Academy
Data Governance Academy
Change Management Academy
Innovation Academy
Delivery Academy
Developer Academy
Engineering Academy
Client expectations for speed, transparency and service quality continue to rise, with onboarding and reporting under increased scrutiny
Service change delivered alongside live operations places pressure on frontline teams and increases the risk of inconsistent outcomes.
High attrition and limited BAU upskilling capacity make it difficult to sustain service improvements over time
Client Service Analyst
Operations Analyst
Change Manager
Process Improvement
BA
PM
PMO
CX Analyst
Fund SME
Data Analyst/ BI
Developer
Engineering
Health Check
Customer Journey Assessment/Design
Op Model Design
Process Design
Implementation
BI/ MI Build
Tooling
Programme Delivery
Remediation
BAU Support
Client Support Analyst Academy
Operations Analyst Academy
Data Analyst Academy
MI/BI Analyst Academy
CX Analyst Academy
Process Improvement Analyst Academy
Fund administrators face ongoing pressure to reduce cost while maintaining control, resilience and service quality across complex operations.
Operational change delivered alongside BAU can stretch teams and limit the sustainability of improvements.
There is a shortage of operational improvement capability with deep fund services experience.
Operations Analyst
Process Improvement
Change Manager
Automation SME
BA
PM
PMO
QA/ Tester
Data Analyst/ BI
Engineer
Developer
Innovation SME
Strategy
Health Check
Op Model Design
Lean/ Agile/ CI
Process Design
Implemention
BI/MI Build
Tooling
Programme Delivery
Remediation
BAU Support
Operations Analyst Academy
Process Analyst Academy
Change Mgmt. Academy
Lean/ CI/ Agile Academy
Data Analyst Academy
MI/BI Analyst Academy
Innovation Academy
Technology Academy
Case Study
Recovered a large-scale platform migration for a global asset servicer, restoring programme confidence and delivering the migration of 200+ clients and 2,000 funds on track.
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Case Study
Delivered a KYC and investor onboarding remediation programme for a global asset servicer, clearing remediation backlogs and strengthening regulatory controls.
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Case Study
Implemented workflow automation and digital operating model improvements for a global fund administrator, streamlining investor servicing and improving operational visibility.
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