Powerful Solutions

For Every Role

Black Mountain automates day-to-day tasks so you can focus on what’s important.

Portfolio Management

Black Mountain enables portfolio managers to see and report the data beyond the numbers.

Meet Steve, A Portfolio Manager

“We manage over a hundred billion dollars across multiple asset classes and portfolios and our investment professionals need an accurate and real-time view of their traded holdings on a single system. Black Mountain has proven to be instrumental in providing us with the ability to make decisions with the most accurate data at our fingertips.”

- Steve, Managing Director, $150B asset management firm

Black Mountain Provides

8 of the Top 10

Global CLO managers use Black Mountain’s solutions

See How This Works For Our Clients

CASE STUDY:

“Black Mountain’s solution provides a window on holdings across the entire $142 billion portfolio and will prove to be instrumental in improving our ability to make decisions and invest with the most accurate data at our fingertips.”

- Paul Thompson, COO, Barings

Fifth Street Finance Corp. used to link more than 30 Excel spreadsheets together and use a shared Outlook calendar to manage forward deals. Now, with Black Mountain’s Research Management Solution, they track forward deals, scheduled board meetings, and via simple integration with Salesforce, their end-to-end deal pipeline.

“While our PMR quarterly report is done in the same way as before we got Black Mountain’s solution, we save inordinate amounts of time when generating portfolio-wide reports because they are now automated. We have more controls around the accuracy of our data. What took hours and hours to complete before now takes very little time.”

- Brian Forde, Vice President, Newstar Financial, INC.

Wasmer, Schroeder & Company used Black Mountain’s solutions to achieve efficiency gains of 80% for its administrative team and 20% for its portfolio managers and traders.

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