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Platform / Ops

Investment platform fluency

Funds, mandates, share classes, IBOR/ABOR.

How institutional investment platforms (SimCorp Dimension, Charles River, BlackRock Aladdin, Eagle, Geneva) model funds, mandates, share classes, IBOR/ABOR positions, NAV and fees — and where they differ.

You won't touch every vendor. But knowing the feature surface across them lets you build similar capability in-house, lead build-vs-buy, ask the right RFP questions, and ship integrations without surprises.

Market demand
38%
How under-taught it is
90%

Same name, different job

Same tool, different weight

How PMS data model fluency reads across sectors — depth, orientation and the tools each side actually runs.

Applies to✓ Wealth✓ Asset mgmt· Banking· Payments
Asset

Funds, mandates, share classes, IBOR/ABOR.

SimCorp DimensionCharles RiverBlackRock AladdinEagleGeneva

The book of record is the product here; in wealth the same skill is mostly reporting and billing configuration.

Wealth

Households, accounts, models, tax lots.

OrionTamaracBlack DiamondAddeparAdvyzon
How the work gets done

The same four lenses applied to every capability and role page.

Trading & rebalancing

1 operation

  • Household drift detection

    daily

    Drift surfaced at sleeve, account, and household with band thresholds — not just per-account model deltas.

Features that use this skill
Recommended path

A practical path for PMS data model fluency

  1. Step 1 · Free · play now
    Are you ready for the agentic era?

    A 5-question gut-check on whether you could brief an agent to do pms data model fluency work. Local, instant score.

    Jump to a quiz
  2. Step 2 · 1:1 · operator session
    1:1 with an operator

    30 minutes — case prompts, portfolio review, or interview prep tailored to this skill.

    Coming soon
    Live
Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.

Related Fintech Maps

All maps →

See where this skill shows up on the map — demand, vendor stack, and how AI is reshaping the work.

Fintech MapAI ImpactWhich capabilities AI is rewriting firstOpen map Fintech MapVendor DensityWhere wealth-tech is most crowdedOpen map Fintech MapJobs MapWhere wealth-tech is hiring right nowOpen map Fintech MapFollow the MoneyFunding rounds & M&A across the stackOpen map