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
- 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
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
- 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
How we are different
What we have done
Executive assistant/personal assistant support under operational and research admin support
What we are proud of
40%
cost saving
Hassle-free execution
T&E and invoice processing
What we are proud of
40%
increase in efficiency
Increase in data accuracy
CRM and business intelligence
What we are proud of
40%
cost saving
c.40%
increase in onshore bandwidth
Our Perspective on Research Operations
Meet our experts
Abel Corrales
Associate Director
Abel has a total working experience of 15 years and has been working with Acuity Knowledge Partners for over 13 years now. He currently manages the Investment Research business in the Costa Rica office, which accounts for 100+ FTEs supporting sellside and buyside clients, in areas such as Equity, Fixed Income and Research Ops functions, including Travel and Expenses management and CRM. He is responsible for setting up new teams for clients, responsible for quality review and adherence to established timelines. Responsible for strategy formulation and implementation, innovation, business development and providing oversight to the delivery teams. Prior to this, he worked as a Credit Analyst at HSBC Costa Rica.
Mayukha Perera
Associate Director
Mayukha heads the CRM Data Solutions space at Acuity Knowledge Partners (Acuity) and has above 23 years of experience managing CRM data solutions, operations and ERP solutions. She has been with Acuity for 13 years. Prior to joining Acuity, she was Head of Operations at a Swedish BPO. Mayukha holds a Bachelor of Law degree from University of Colombo, Sri Lanka.
Isurangi
Associate
Isurangi began her career at Acuity Knowledge Partners(Acuity) in 2021 after graduating. She is presently acting in the position of Salesforce Administrator and has management and configuration experience with Salesforce CRM system and data analytics. She graduated from University of Kelaniya, Sri Lanka with a Bachelor of Science(Hons) Degree in Computer Science. She is also a certified Salesforce Administrator.
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