-
$400k
annualized savings
-
100+
corporates/banks under coverage
-
10%
process-driven efficiencies
-
25%
reduction in time for earnings/events releases
CLIENT CHALLENGES
- 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
OUR APPROACH
- 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
IMPACT DELIVERED
- 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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