Research Operations

Customised operational and middle-management solutions combined with tech know-how to increase efficiencies

Overview

The primary goal of research and investment teams at hedge funds, asset managers, brokerages, research houses, family offices, and private wealth managers is to generate investment ideas and alpha. While research remains their core activity, peripheral operational activities constitute an integral part of the research process.

Increasing requirements related to internal and external reporting, compounding client and research touchpoints, growing data management challenges and opportunities, and the need to stand out among competitors, have been quite challenging for business managers. Employee attrition and finding the right talent in a progressively dynamic business environment have made the situation more complex. Business managers have been looking for flexible solutions externally to help improve the quality of research, improve client experience, and expand business operations while keeping costs in check.

At Acuity, we partner with research and investment teams to manage a host of these peripheral research operational tasks, such as customer relationship management (CRM) and data management, broker vote management, expense and invoice tracking, business intelligence support (including readability statistics, custom charting and powerful dashboards, and interactive visualization via Tableau and PowerBI), and research admin support, including personal assistants.

With this, Acuity also helps clients eliminate the time spent on managing the functions – hiring, training, and retaining –as clients are able to tap into Acuity’s large pool of experienced and skilled resources with relevant domain expertise.

Research Operations support we offer

  • De-duplication of data such as client, account and client activity details

  • Regular bulk cleansing using SQL to ensure real-time data quality

  • Bridging data gaps using third-party databases and Python codes

  • Data validation and migration

  • Data management and ongoing administration

  • End-to-end CRM implementation of Salesforce, Dynamics, DealCloud, etc.

  • Deployment of CRM administrators, developers and business analysts to support implementation

  • Readability statistics

  • Commission reports

  • KPI trackers

  • Custom charting and powerful dashboards

  • Interactive visualisations through tools including Tableau and PowerBI

  • Event updates and corporate access database management

  • Calendar management (including meetings and training schedules)

  • Event status reports, feedback analysis

  • On-the-ground support in China

  • Travel & expenses process management

  • Data subscription & other vendor invoice process management

  • Reconciliation with contracts & internal processes

  • Approval coordination with different stakeholders and authorisation points

  • End-to-end process management until final payment is completed

  • Periodic reports and analysis

  • Scorecard template design

  • Book-keeping of broker votes
  • Automated scorecard and MIS

  • Customized MIS/dashboard/scorecards for COO teams

  • Integrating with internal databases

  • Executive/Personal assistant support

  • Calendar management

  • Travel management

  • Onboarding and providing entitlement access to clients

  • Day-to-day operational support including meeting schedules, meeting notes & filing

  • Consumption reporting

Research Operations support we offer

  • De-duplication of data such as client, account and client activity details

  • Regular bulk cleansing using SQL to ensure real-time data quality

  • Bridging data gaps using third-party databases and Python codes

  • Data validation and migration

  • Data management and ongoing administration

  • End-to-end CRM implementation of Salesforce, Dynamics, DealCloud, etc.

  • Deployment of CRM administrators, developers and business analysts to support implementation

  • Readability statistics

  • Commission reports

  • KPI trackers

  • Custom charting and powerful dashboards

  • Interactive visualisations through tools including Tableau and PowerBI

  • Event updates and corporate access database management

  • Calendar management (including meetings and training schedules)

  • Event status reports, feedback analysis

  • On-the-ground support in China

  • Travel & expenses process management

  • Data subscription & other vendor invoice process management

  • Reconciliation with contracts & internal processes

  • Approval coordination with different stakeholders and authorisation points

  • End-to-end process management until final payment is completed

  • Periodic reports and analysis

  • Scorecard template design

  • Book-keeping of broker votes
  • Automated scorecard and MIS

  • Customized MIS/dashboard/scorecards for COO teams

  • Integrating with internal databases

  • Executive/Personal assistant support

  • Calendar management

  • Travel management

  • Onboarding and providing entitlement access to clients

  • Day-to-day operational support including meeting schedules, meeting notes & filing

  • Consumption reporting

How we are different

Strong research capabilities and domain experience ensure operations support is streamlined to meet organizational objectives.
15+ years of extensive experience in providing operational solutions to top industry names
Hybrid solutions with tech (SQL, Python, Advanced Excel, PowerBI) and business knowledge to bring in 30-40% cost savings to clients
Staggered team setup for cost effectiveness
Customised and flexible solutions based on individual needs

What we have done

Support for Consulting and Corporate Firms
CRM
What we are proud of

40%

cost saving

c.40%

increase in onshore bandwidth

Support for Consulting and Corporate Firms
Executive assistant/personal assistant support under operational and research admin support
What we are proud of

40%

cost saving

Hassle-free execution

Support for Consulting and Corporate Firms
Corporate access
What we are proud of

Near real-time calendar refresh

40%

cost saving

Support for Consulting and Corporate Firms
T&E and invoice processing
What we are proud of

40%

increase in efficiency

Increase in data accuracy

Support for Consulting and Corporate Firms
CRM and business intelligence
What we are proud of

40%

cost saving

c.40%

increase in onshore bandwidth

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