-
~50
Support to analysts across 4 client research groups
-
1200
models standardized and 650 results updated every quarter
-
~75
industry reviews and 9 additional due diligence reports
-
7
flagship products and 350 valueadditions across sectors
CLIENT CHALLENGES
- The client wanted to outsource secondary research work
- This would release the bandwidth of its onshore analysts to focus on primary research, conduct in-depth analysis, expand coverage,and improve time to market
OUR APPROACH
- Initially supported the client’s Europe team in building and maintaining financial models, industry databases and charts (absolute/relative analysis of stock performance/valuations, etc.)
- Split the team into sectors to mirror client analyst team setup
- Conducted training and twolayered quality checks, and created documentation (SoPs)
- Held monthly calls with Directors of Research to gauge analyst productivity and work trends
- equity research outsourcing
IMPACT DELIVERED
- Migrated ~1,200 models to a standard template, aiding the portfolio manager’s decisionmaking process
- Reduced turnaround time and improved efficiency by 30% for some standard tasks
- Helped client analyst transitions by maintaining models during the handover period
- Rolled out value additions, helping broadcast client analyst ideas across sectors
- Extended supported to other teams and supported portfolio managers and Directors of Research on an ad hoc basis
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