Investance is a global management consulting and technology solutions firm specializing in the financial services sector, offering advisory, technology, and outsourcing services with a commitment to adding value through industry expertise. The company seeks talented individuals with industry or consulting backgrounds to join its dynamic team and work with top financial institutions while fostering a collaborative culture. With offices in major financial hubs and a strong growth trajectory, Investance emphasizes career development, global mobility, and a commitment to core values such as respect and initiative.

1. Investance
Group
An overview for candidates
March 2013

2. An introduction to Investance
Expertise applied. Value added.
Who we are Our values
Investance is a specialist global — Commitment
management consulting, technology Taking responsibility and going the extra
solutions and business outsourcing firm mile to add value for our clients.
that combines long-term vision with — Respect
industry expertise in risk management, Behaving towards our clients, our
operations, finance and technology colleagues and our company with
strategy; with specialist capabilities in integrity, professionalism, consideration
advisory, technology and outsourcing we and fairness.
aim to maximise value for the world’s — Initiative
leading financial services organisations. Thinking ahead, being proactive and
taking the lead to find new ways to
improve our people, our offerings and
deliver outstanding service to our clients.
— Team Spirit
Working together, sharing success and
supporting each other to deliver positive
outcomes for all.
March 2013 Investance Overview for Candidates 2

3. An established and growing business
300 People 40M€ Revenues
>600 by 2017 >80M€ by 2017
London Amsterdam
Toronto Paris
New York
Mumbai Hong Kong
Singapore
70+ Clients
1200+ Client Projects
40% of Top 50 Financial Institutions 7 Offices
5 of the 10 largest banks in the world 10 Countries
Investance offices Opening 2013
March 2013 Investance Overview for Candidates 3

4. Our business at a glance
Industry Vision
Knowledge, Insights & Research - Investance Institute
Sector Expertise Our Capabilities Specialist Teams
Corporate & Business Optimisation
Investment Banking & Delivery
Transaction
Investment & Wealth
Custom Management &
Management Management Software &
Outsourcing Process Transformation
Consulting Technology
Services
Finance, Risk,
Retail Banking
Compliance & Control
Technology Strategy &
Insurance
Architecture
March 2013 Investance Overview for Candidates 4

5. Why we are different
A mix of specialist skills, services, knowledge and insights
Financial Industry Specialists Service Offerings
• Exclusive focus on Financial Services • Strategic Advisory
• Consultants with industry experience • Business Change and Organisation
in front, middle and back office Design
environments Industry Service • Programme Delivery
• Bespoke Technology Solutions
• Adept at solving complex business specialists offerings • Custom Outsourcing Solutions
and technology problems
• Industry Research
• Industry research and thought • Seminars & Training
leadership Investance
Culture
Global Reach Knowledge & Insights
• Offices in strategic locations to best • Industry Research is core to our
support our clients Global Knowledge service offering
• Ability to deploy multi-location teams reach & Insights • Our expertise is supported by our in-
in direct response to our clients’ depth research into the industry
needs issues that matter right now
• Consultants work in a collaborative, • The depth of our knowledge and
global working environment with industry insight sets us apart from
opportunity for mobility our competitors
March 2013 Investance Overview for Candidates 5

6. Who we are looking for
We are looking for excellent people from either an industry or consulting background to grow the
Investance business around the world.
— In addition to consulting skills and business experience, we need enthusiastic people who can manage
demanding situations, show initiative and have the desire to roll their sleeves up and grow a company with us.
— In return, Investance will provide you with an exciting opportunity to work in the Financial Services Industry
within a collaborative, dynamic and rewarding environment. This is your chance to work at the cutting edge of a
successful consultancy business with the support of an established and growing global consultancy behind you.
We need people who… In return you will…
• Build strong relationships • Work with tier one Financial Institutions
• Deliver high quality results • Gain experience and exposure on a wide
• Take ownership and initiative variety of projects
• Have first-class communication skills • Work within an entrepreneurial culture,
• Enjoy consulting and advising clients where initiative is actively encouraged
• Have a deep interest in the Financial Services • Join a team of experienced professionals who
Industry will help you learn and grow
• Understand our vision and values • Enjoy career development, with mentoring,
• Thrive in team environments acceleration and choices
• Be recognized and rewarded for strong
performance and commitment
March 2013 Investance Overview for Candidates 6

7. Why join Investance?
Eight good reasons to join our team
Established & growing company Entrepreneurial culture Outstanding work environment
• 2013 is our 12th year in business and with • We challenge our employees to think • Consultants work in teams with
our growth at an average of 45% per year, creatively and give people the freedom to experienced professionals who continue to
you will be joining a strong company with be entrepreneurs, offering opportunities to take an active role in client
credibility in the industry. We have a strong become involved across our business, start engagements. This cross-functional
brand, a clear strategy and are ambitious to new companies or open new markets. approach allows our employees to gain new
continue growing. insights, capabilities and build new skills.
Global mobility Core values
• As a firm with global reach, we realize the • Commitment, team spirit, initiative and
importance of strong team spirit and respect are our core values, and set us
collaboration across borders. Employees apart from our competitors. Those that
are encouraged to contribute to demonstrate the same values as the
international projects and if required we company can be successful and rewarded
will support you to move to new locations. for it.
Career Development Sharing knowledge Benefits
• Career development is priority for our • Sharing best practices, knowledge and • Investance offers a competitive and
team. Whether you are a consultant or experience is important. We are always comprehensive salary and benefits
support team, we are committed to looking for the best ideas and innovators package, including a performance based
developing your skills. To make this happen and actively encourage participation in bonus plan.
we provide one-to-one career mentoring to forums, discussions and thought
focus on each individual's career. leadership councils.
March 2013 Investance Overview for Candidates 7

8. The type of work we do – Case Study
We are seen as part of the Financial Services Industry, not a vendor
— Our industry focus, small team size and collaborative culture allows us to work as a trusted advisor to our clients
Target Operating Model Definition for a Tier 1 Bank
Context Value Added
Our client had launched a securities processing Subsequently we defined the target operating
initiative to review and consider synergies in the model (and associated business case) and outlined
way securities are processed across the group. recommendations for the implementation strategy
Within that initiative, it was identified that the and roadmap.
Nostro management function is a service
performed across four business lines and one
that could potentially offer business,
organisational and technology synergies.
Expertise Applied
Our role was to conduct a review of the Nostro
management function across the investment
bank, private bank, asset management and
security services business lines to understand
the current operating model.
March 2013 Investance Overview for Candidates 8

9. The type of work we do – Case Study
Our clients give us their biggest problems and we fix them
— Operating models, process design, strategy and roadmaps, business analysis, programme delivery, programme recovery, research
FX Front-to-Back Review for a Tier 1 Bank
Context Value Added
Our client, the FX business of a Global Investment We produced future state recommendations which
Bank was looking to review the existing business supported the business roadmap and removed
model and cost drivers to build out their strategy volume and business mix sensitivity from the
and investment plan for 2009-10. Key objectives organisation. It also enabled a closer integration of
included: the spot, options and emerging markets businesses
• Review FX operating model from trade and delivered an enhanced control environment.
inception to settlement
• Trading platform review to improve
scalability and optimise processes
• Understand key cost drivers and areas where
efficiencies could be realised
• Improve the front-to-back control
environment
Expertise Applied
Investance conducted a global review and
assessment of the bank’s current state
organisation, processes and technology
infrastructure.
March 2013 Investance Overview for Candidates 9

10. Our locations
Investance Americas Investance United Kingdom
115 Broadway 12th Floor No1 Cornhill London
New York, NY10006 - USA EC3V 3ND - UK
T +1 646 496 0160 T +44 (0)20 3170 7720
Investance France Investance Benelux
7 Rue Léo Delibes Barbara Strozzilaan 201
75116 Paris - France 1083 HN Amsterdam - NL
T +33 (0)1 58 18 68 80 T +31 20 240 2488
Investance Singapore Investance Hong Kong
55 Market Street, Level 10 701, 77 Wing Lok Street,
Singapore, 048941 Sheung Wan, Hong Kong
T +65 9762 6526 T +852 6800 5988
Investance India Outsourcing Solutions
Level 3, Neo Vikram, Andheri West
Link Road, Mumbai 58, India
T: +91 773 891 5826
March 2013 Investance Overview for Candidates 10

11. Contact Us
To find out more about opportunities to join Investance please visit
our website send your CV with a covering letter to one of our Talent
Acquisition Managers below:
US/ Canada / UK
Sallie Kuratko
115 Broadway 12th Floor
New York, NY10006 - USA
T +1 646 496 0160
Paris
Yasmina Hamimi
7 Rue Léo Delibes
75116 Paris - France
T +33 (0)1 58 18 68 80
Hong Kong / Singapore
Maureen Mbia
701, 77 Wing Lok Street,
Sheung Wan, Hong Kong
T +852 6800 5988
March 2013 Investance Overview for Candidates 11