1. Our Expertise and Commitment – Driving your Success
Actualize Consulting Overview
Offices in New York and Northern VA
2. Overview
Overview Actualize Consulting
Focused on financial services instruments
Actualize has a team of subject matter experts with the hands on experience providing risk
and hedge analysis, pricing validation, valuation and accounting support for derivative
products
Deliver complex treasury, finance and accounting project solutions
Seasoned consultants with Capital Markets experience across asset classes such as debt
securities, mortgage securities, asset and derivatives
We have experience across multiple derivative asset classes including commodities,
credit, foreign exchange and interest rate
Our resources have years of experience implementing solutions to provide greater
flexibility to invest in and issue new product structures and enhance operational
efficiencies
Extensive knowledge across the entire business spectrum
Front office – Pre-trade Analytics and Trade Capture
Middle Office – Business Reporting, Pricing and Compliance
Back Office – Automated Reconciliation Matching and Data Integrity
3. Areas of Expertise
Areas of Expertise
Capital Markets (Risk Management, Portfolio Management, Fixed Income Investment,
Financial Modeling)
Mortgage and Fixed Income Operations (Loan Origination, Secondary Marketing, Loan
Servicing, Securitization and Re-Securitization)
Accounting and Financial Analysis
Asset Class Expertise (Derivatives, Funding, Mortgage, Mortgage Backed Securities,
Asset Backed Securities)
4. Services
Services
Business Process and Analysis Reengineering
Software Systems Evaluations and Implementations
Data Management
Reporting and Analytics
Risk Management Oversight
Valuation Review Services
Information Technology
Collateral Service
MERS
MISMO
5. Contact Us
Contact Us
Virginia Office - Headquarters
8300 Greensboro Drive, Suite 800
McLean, VA 22102
Phone: 703.868.1506
New York Office
99 Park Avenue, Suite 330
New York, NY 10016
Phone: 212.608.5777
6. Contact Us
Contact Us
Virginia Office - Headquarters
8300 Greensboro Drive, Suite 800
McLean, VA 22102
Phone: 703.868.1506
New York Office
99 Park Avenue, Suite 330
New York, NY 10016
Phone: 212.608.5777
