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Engagement · Finance · New York

Waterfall Asset Management. WAM-CAM, end-to-end.

A custom C#/.NET asset management platform built and delivered for an investment firm running $12.5B in AUM. ETL automation underneath it — consolidating data from multiple vendors and formats — with Jenkins CI/CD on the delivery side.

Client
Waterfall Asset Management
Sector
Finance · investment management
Location
New York
Engagement
End-to-end platform build (WAM-CAM)
Stack
C# · .NET · MS SQL Server · Jenkins · Kanban / Agile
AUM under platform
$12.5B
§ 01 · Introduction

$12.5B on a platform they own.

Waterfall runs a multi-strategy book on $12.5B in AUM, and no off-the-shelf product fit how the firm actually managed it. We built WAM-CAM — a custom C#/.NET asset-management platform — end to end: the application, the MS SQL ETL substrate that feeds it, and the Jenkins pipeline that ships changes without breaking what’s live.

§ 02 · The work

Four work-streams, run together.

  1. WAM-CAM platform — application layer.

    End-to-end design and development of the C#/.NET asset management platform itself. Functionality and scalability scoped against the AUM load and the operational profile of the team using it.

    // IMPACT $12.5B in AUM managed against a single, internally-owned platform.
  2. ETL automation in MS SQL Server.

    An ETL automation framework engineered in MS SQL Server, consolidating data from multiple vendors and formats. Batch processing accelerated; data accuracy improved at the source.

    // IMPACT Cleaner data into the platform; faster batch turnaround; fewer manual reconciliation passes downstream.
  3. Jenkins CI/CD pipeline.

    Optimized the Jenkins pipeline underneath WAM-CAM — streamlining software delivery and removing the deployment bottlenecks that had slowed the team’s release cadence.

    // IMPACT Releases shipped on a tighter cycle; fewer process-driven delays between merge and production.
  4. Agile delivery practices.

    Kanban boards and Agile delivery practices put in place across the engineering team, improving day-to-day productivity and project visibility against the AUM-driven priorities the platform served.

GET IN TOUCH

Need a custom asset or operations platform?

If your firm is running on a vendor product that no longer fits — or on no platform at all — the WAM-CAM shape is one we've shipped before. Tell us what your AUM, data feeds, and delivery cadence look like.