Our Value Proposition

​You could easily engage the big agencies and consultancies. But why?
Investment science is a boutique consultancy that provides purely objective advice with no strategic ties to vendors.

We will provide you with purely objective advice.

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Target Markets

We only bring on clients that we can help. See if you qualify.

​Financial Services
 Which involves: 

• ​Banks, Hedge Funds, Family Offices, Private Equity Groups, Investment Services Firms, Real Estate Syndicates, Limited Partnerships, and Finance Departments​                                                                                                                       

​NGO & ESG Initiatives
 Which includes:

• Privately Held Organizations, Non-Profits, Environmental, Social, and Governance Projects                                                                                                                                                                                          ​​                                                   

​Technology Service Firms
   Which encompasses:

• $20M Pre-IPO, SME, Fortune 500, and Startups                                                                                                                                                                                                                                                                                                       

​

contact us

Business Consulting Services

We follow our scientific approach across all industries.

                        Business Driven​​     
                        Which involves:

• Business Visualization and Transformation
• Organizational Planning and Strategy
• Business Analysis
• Change Management
• Product Management
• Project Management
• Workflow Analysis and Optimization 
• Commercial Real Estate     
• Capital Raising                               

                      Strategic Growth
                       Which includes:

• Executive Strategy
• Financial Modeling
• Financial Analysis
• Current State Analysis
• Future State Analysis
• Sales & Financial Trading
• Budget Optimization
• Sales Forecasting
• Mergers & Acquisitions ​
• LinkedIn Marketing
• Email Marketing

                   Technology Enablement
                      Which encompasses:

• Agile Coaching (Spotify Model, SAFE, etc.)
• Jira Administration
• Confluence Administration
• Automation
• Big Data Architecture
• Enterprise Solutions
• Cloud Migrations
• Data Science Projects
• Python Programming​ 
• ​SQL Programming
• Educational Training                                   

reach out

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Speak With Our Team Directly

We typically respond within a few hours.

Michael Kelly
​SPOC, SMC, SAMC
Founder

Michael Kelly has over a decade of expertise working within banking technology and transforming organizations holistically across people, process, and technology. 

 Areas of focus include agile coaching, capital raising, product management, project management, scrum master, Jira/Confluence administration,  automation via python, SQL, machine learning, advanced financial modeling from working with hedge funds, private equity firms, and government agencies.

LinkedIn

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The Wealth Almanac

Historical Insights for Contemporary Fortune

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Our Clients

We serve a variety of clients and markets.

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our work

Success Stories From Our Clients

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I had the pleasure of having Mike directly report to me at Citi, where he was responsible for three of my applications. Mike possesses the maturity, poise and strategic intelligence of an experienced expert in regards to capital markets, management, consulting, and technology. His diverse background, skilled domain knowledge and pulse on the industry make him invaluable in understanding how to make projects happen, write excellent business requirements, write software code in regards to machine learning, and is able to build cohesive relationships across all departments. In addition to Mike's strong professional abilities, he also carries a creative personality, and holds himself as one of the most honest people I have ever met in Banking. I strongly recommend any firm to bring Mike in if you need any type of problem solved.

Jake Barayev

Senior Vice President

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Citigroup

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Mike is a future-forward thinker who can effectively consider, consume and process multiple frontiers of facts, issues, and considerations. He is a superb thinker and can think deep, wide and across horizons. Add Mike to your team and strap your seat-belts, he drives quick results! Thank you Mike for what you did for our FinTech vision and product development. 

Sri Nagarajan

CIO | CDO

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Bethesda Lutheran Communities

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Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses amongst on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholders groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President

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Israel Discount Bank

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Mike Kelly is a rare breed of professional who combines deep financial industry expertise,  sharp project management abilities, minute understanding of market microstructure and brilliant programming capability. As testament to his penchant for continuous learning, he has always found a way to remain ahead of the curve on multiple dimensions. I would highly recommend Mike as a subject matter expert and implementation manager for any project around trading and risk, especially complex ones.

Maomao Hu

Partner

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Eigen Capital

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