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3,000+ models created in two years
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USD2m+ in annualised cost savings
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Flexible engagement model
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Ramp-up provided to new PMs joining the firm
CLIENT CHALLENGES
- The client is a large global hedge fund with investment teams across Europe, the US and Asia. The client wanted to set up a flexible and scalable research support team to do the following:
- Quickly set up company models for new PMs joining the firm
- Reduce the cost of associates
- Free up bandwidth so onshore teams could focus on value-add areas
- Maintain high staff flexibility to meet requirements
OUR APPROACH
- Conducted initial discussions with each PM team to under specific requirements, model templates, coverage and the corresponding skill levels required
- Set up one-on-one and pooled-structure teams to meet PMs’ requirements
- One-on-one analysts work directly with PM teams to prepare company models and update them as required
- Pooled-structure teams support PMs with creating models with a defined template for all companies
- Deployed analysts with sector-specific knowledge to facilitate one-on-one dedicated research
IMPACT DELIVERED
- Supported new PMs to quickly ramp up coverage models and set up new modelling-based research products
- Expanded coverage to new sectors and geographies
- Enabled the client to perform high-value-add activities such as idea generation, company meetings, detailed research and decision making
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