David J. Csiki is currently Managing Director of INDATA (www.indataweb.com), a leading industry provider of SaaS (Software as a Service) for buy-side firms including trade order management (OMS), compliance, portfolio accounting and front-to-back office technology solutions. INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. INDATA’s clients have assets under management that range from $25 million to more than $80 billion across a variety of asset classes (i.e. equity, fixed income, etc.) and include both domestic and international.
In the role of managing director, Csiki maintains a constant “pulse” on the changing technology and operational needs of investment management firms to support the entire investment management process. Moreover, he has a comprehensive understanding of current industry dynamics such as changing regulatory and compliance issues, outsourcing, OMS/EMS practices, portfolio management, performance reporting and analytics and industry best-practices that drive technology decisions on Wall Street for the buy-side.
Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at Trinitech Systems, Inc. (Nasdaq: NYFX) and was instrumental in developing the product concept and planning the successful launch of the company’s flagship product, NYFIX, an electronic communications network (ECN) utilizing the FIX protocol.
Mr. Csiki has participated in the ICAA’s workshop on “What Investment Advisers Should Know About T+1” and Institutional Investor’s “Financial Technology Forum,” as well as CFA Institute events.
In addition, he is regularly quoted in industry publications such as; Wall Street & Technology, Waters magazine, Buy-Side Technology, Institutional Investor magazine, The Trade, Securities Industry News, Traders Magazine, STP Magazine, A-Team Insights, Global Investment Technology and Operations Management. In addition, his commentary has been included in leading industry research notes from highly-respected analysts at Aite Group, The Tower Group, Financial Insights, The Tabb Group and Cutter Associates.
Mr. Csiki was awarded a Master’s degree in Public and International Affairs from the University of Connecticut.