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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News & Latest Insights

3-Year Growth of 87% Earns Black Mountain their 7th Straight Appearance on the Inc. 5000 List

Inc. magazine ranked Black Mountain on its 36th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private...

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Black Mountain and FINCAD Deliver Advanced Risk Analytics to CarVal Investors

Integration with FINCAD F3 Adds Industry-Leading Valuation and Risk Analytics for Derivatives and Fixed-Income. SAN DIEGO, May 10, 2017 —...

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Expert Q&A with Cindy Lee, Director of Product Management at Black Mountain

There is a reason why finance professionals have increasingly been pursuing jobs in the technology sector. Many who traditionally sought employment...

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