Fixed Income Research for a US Based Investment Bank

  • $400k

    annualized savings

  • 100+

    corporates/banks under coverage

  • 10%

    process-driven efficiencies

  • 25%

    reduction in time for earnings/events releases

  • The client was looking for offshore support to contribute to portions of its research publications pertaining to the European (Developed Markets) CLO coverage universe.
  • The client’s in-house team was spending inordinate time on
    • tracking quarterly and annual performance
    • updating financial models and summarizing earnings calls, and
    • maintaining its database of hundreds of companies
  • Added to this were nonstandardised model templates for each client analyst
  • Kicked-off with a singlemember engagement to update models and summarize earnings calls
  • Created a more standardized template for both models and earnings calls to gain efficiencies
  • Provided support on additional areas, including updates to the quarterly handbook
  • Provided supervisory overlay to ensure accuracy and timeliness of deliverables
  • Ensured periodical supervisory governance, with timely feedback incorporated in deliverables


  • Provided additional support, expanding the relationship to a five-member team
  • Provided support on timesensitive, ad hoc research and analytical tasks
  • Standardized tasks, which helped the client save an additional 10% of total time spent
  • Freed up client analysts’ bandwidth, enabling them to spend more time with companies’ management and investors, and to generate ideas
  • Saved over $400k annually for the client
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