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About ICC

Investment Conversions & Consulting (ICC) was established in 1993 to provide institutional investors with exceptional quality management consulting and technical services for the Investment Management industry. Our expertise covers both the business and the technical aspects of investment systems for Insurance, Banking, Asset Managers, Mutual Funds, Pension Funds, and Government Agencies. Our consultants collectively have hundreds of man-years of broad and deep experience with such clients concerning:

  • Investment Operations and Accounting
  • Investment Management & Trading
  • Analytics & Performance Measurement
  • Compliance
  • Custody & Fund Accounting
  • Mutual Funds
  • Institutional Plan Management
  • Securities Lending.


Most of our clients require us to sign non-disclosure agreements that preclude our disclosing their names and the nature of our engagements with them. But all of them are willing to serve as references for us and our work. Our clients range in size from several billion to over $200 billion in assets under management, with locations in the United States and Canada.

Some clients have only used our consulting services. Others have used our consulting and our software. Most of our clients use Investment Accounting software such as PAM® from Princeton Financial Systems/State Street, MAXIMIS® and CAMRA® from SS&C, Dimension® from SimCorp, STAR® from Eagle Investment Systems/Bank of New York Mellon, FAM® from SAP, Multifonds® from Temenos, BasisPoint® from Pendo Systems, and the QED platform from QED Financial Systems, and we sometimes partner directly with the vendors themselves.

Please let us know if you would like to speak with some of our partners or clients.


If you have that rare combination of technical experience and financial expertise, we’d like to see your résumé. It’s not easy to find people like you. So, we’re always on the lookout. If any of the following traits describe you, let’s talk:

  • You’ve worked in investment operations or investment accounting for a large institutional investor.
  • You’ve consulted on investment systems for at least a few clients.
  • You’ve sold, developed, or implemented investment systems.

You’ll be required to travel. And your compensation will be based on your experience and value to our client. If you’re ready to explore the next step …

… please email your resume to

Experience, Skills, Education

Contact ICC

To find out more about the ways in which we can help, please call us at 603-912-5406 or complete the form below.