MH
Stage 3 · Atlas Operating Model

Vertical Blueprint Builder

Author each vertical — its roles, accountabilities, spans, and lifecycle-bound memberships.

Trading Operations · Roles
14 roles · 3 lifecycle-bound · 1 dotted line
RoleReports toSpanLifecycle
Head of Trading
P&L for cash equities desk
MD, Markets8Permanent
Senior Trader
Execution within mandate
Head of Trading—Permanent
Risk Officer (Embedded)
Pre-trade limit oversight
Head of Risk · dotted to Desk—Permanent
Pod Lead — Algo Strategy
Strategy lifecycle (research → retire)
Head of Quant5Lifecycle-bound
Integration PM
M&A platform unification
COO Office—Project (12mo)

Interfaces & handoffs

  • Pre-trade approvalTrading OperationsRisk Management
  • Post-trade settlementTrading OperationsOperations Control
  • Regulatory reportingTrading OperationsCompliance
Blueprint Workflow
Guided through 7 stages
Stage 3 / 7
  1. Intake & Context
    Scope, sponsors, success criteria
  2. Organizational Inputs
    Documents, interviews, surveys
  3. 3
    Vertical Blueprint
    Per-domain roles & structure
    In progress
  4. 4
    Decision Rights
    RACI, escalation, authority
  5. 5
    Membership Model
    Lifecycle-based assignments
  6. 6
    Harmonization
    Cross-functional alignment
  7. 7
    Outputs & Change
    Publish, version, govern
AI Recommendations
Human adjudication required · current v3.2
2 of 4
  • high · Tension91% confidence

    Ambiguous decision rights in Risk Approval flow

    3 source documents reference different approvers (Head of Risk vs. CRO vs. Risk Committee) for limit breaches > $50M.

  • medium · Structure78% confidence

    Recommended split: Platform Reliability vs. Platform Enablement

    Interview signals indicate two distinct missions currently bundled under one Director.