September 2, 2020

Efficient Workflows for Fixed Income Primary Markets and Inventory Aggregation in Charles River 

Join Charles River's Explore & Learn webinar series. Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.

Charles River's experts Vidya Guruju and Bill Morrissey will continue our Explore & Learn webinar series with a look at managing the new issue process as well as efficient delivery and aggregation of market data for fixed income primary markets in Charles River IMS. 

Topics will include:

Managing the New Issue Process

• Market developments supporting efficient primary market workflows
• Achieving Straight Thru Processing for New Issues management

Efficient Delivery and Aggregation of Market data

• Leveraging pre-trade market data to support best execution
• Efficient models for market data distribution

The webinar is a 35-minute presentation and discussion followed by Q&A. 

Presenters

Vidya Guruju, CFA
Senior Product Manager

Vidya is responsible for managing and enhancing Charles River’s Fixed Income & OTC Derivatives Trading functionality, and prioritizes the product enhancement roadmap by tracking industry developments and gathering feedback from clients. Prior to joining Charles River, Vidya was Director of Product Management at SunGard and Director of Professional Services at Cortera. Vidya has an MBA with a concentration in finance from Babson College, a Bachelor of Engineering in Computer Science, and is a CFA charterholder.

Bill Morrissey
Senior Business Analyst

Bill is responsible for enhancing Charles River's Fixed Income trading functionality, and moving the product roadmap forward. Prior to joining Charles River, Bill was a Fixed Income Trader and Quantitative Analyst at Fidelity Investments. Bill has Masters Degrees in Mathematics and Applied Mathematics from the University of Massachusetts, Amherst.