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Portfolio Management
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Category: FinOps Tooling
Description
Elwood's Portfolio Management module is one of five modular components (alongside Execution Management, Risk Management, Collateral Management, and Reconciliation) within Elwood's institutional digital asset trading platform. It establishes a real-time Investment Book of Records (IBOR) aligned across positions, trades, movements and equity, with consistent P&L calculation across venues, ingesting every trade through a single API layer from exchanges, EMS feeds, and manual entry. The module provides granular risk analytics with Greeks and P&L decomposition, scenario analysis and stress testing across spot, volatility and time horizons, and broad product coverage spanning spot, perpetuals, futures, options (including OTC), forwards, loans, staking, equities, T-bills, private equity, SAFTs, SAFEs and NDFs. It continuously validates positions and balances against counterparty records to ensure IBOR integrity and standardises portfolio data across trading, risk, accounting and operations teams, covering the full digital asset trade lifecycle from pre-trade through execution to post-trade. It is offered by Elwood Technologies LLP, which is authorised and regulated by the UK Financial Conduct Authority, to institutional clients such as asset managers and banks trading digital assets.Technology & Skills
PROBLEM SOLVING
PROSPECTING
FIX
TRADING SYSTEM
TRANSACTION COST ANALYSIS
MYSQL
MACRO PRODUCTS
KUBERNETES
CRYPTO
MARKET DATA
SQL
POSTGRESQL
SOFTWARE DESIGN
KAFKA
CLOUD FUNCTIONS
FUNCTIONAL DESIGN
DIGITAL ASSETS
DATA STRUCTURES
AUTOMATED TESTING
TRADITIONAL FINANCE
FINTECH
ORACLE
POV
DATA VISUALIZATION
OBJECT-ORIENTED PROGRAMMING
CRYPTOCURRENCY
DEVELOPMENT
LEAD
OUTREACH
TRAVEL
ORDER PRICING
STREAMING ARCHITECTURE
WEBSOCKETS
HTML
BUSINESS
VITE
JAVA
GIT
POSIX
CRYPTO MARKETS
SOLUTION DESIGN
REAL-TIME DATA
COMMUNICATION
CODE VERSIONING
ORDER MANAGEMENT
EXECUTION ALGORITHMS
CLAUDE
ZENDESK
FINANCIAL PRODUCTS
C#
SYSTEMS
ISSUE MANAGEMENT
PRIORITIZATION
CUSTOMER ONBOARDING
AERON
BLOCKCHAIN
COMPLIANCE
LINKEDIN
ONBOARDING
JIRA
VALUATION
SALES
CSS
GSUITE
POSTGRES
SERVERLESS ARCHITECTURE
FINANCIAL MARKETS
ESCALATION MANAGEMENT
API
ORDER MANAGEMENT SYSTEM
RISK
MANAGEMENT
REACT
AI ASSISTANTS
SMART ORDER ROUTING
WEBSOCKET
TWAP
AI
TECHNICAL INTEGRATION
RUST
TRADING
GCP
DIGITAL ASSET PRODUCTS
AG-GRID
APP ENGINE
TECHNICAL SUPPORT
GENERATION
HIGHCHARTS
OWNERSHIP
FUNCTIONAL PROGRAMMING
NEXT.JS
ANALYSIS
ALGORITHM
PYTHON
FINANCIAL MARKET DATA
MICROSERVICES
TRADING SYSTEMS
COLLABORATION
FINANCE
PRICING
RELATIONSHIPS
EVENT-DRIVEN ARCHITECTURE
DISTRIBUTED SYSTEMS
FIX PROTOCOL
CSHARP
AWS
TYPESCRIPT
EVENT-DRIVEN SYSTEM
PORTFOLIO MANAGEMENT
CI/CD
CLIENT
ANALYTICS
EXECUTION
JAVASCRIPT
EXECUTION MANAGEMENT SYSTEM
REST
TEAM COLLABORATION
PORTFOLIO MANAGEMENT SYSTEM
FX
NATS
VWAP
OBJECT ORIENTED DESIGN
NEGOTIATION
REVENUE
DIGITAL ASSET
AZURE
BIGQUERY
PORTFOLIO
ALGORITHMS
DATA STRUCTURE
CLIENT RELATIONSHIP MANAGEMENT
GROWTH HACKING
GOLANG