10
|
30%
|
100
|
>6
|
| Sector specialists dedicated on a one-on-one basis |
Lower production time of standard outputs through automation |
Stocks covered annually across 10 sectors |
Year-long relationship with 2x growth in offshore team size |
Client
A renowned market-leading institutional brokerage house in Germany having several top-rated sector analysts.
Solution
- Deployed sector specialists with proficiency in trend identification and analysis, complex financial modeling based on sector-specific KPIs, and equity valuation techniques.
- Prepared sector compendiums and macro-level datasets and ran statistical tools such as correlation and regression analysis on the data to formulate high-quality assumptions for forecasts.
- Deployed technology solutions using Python, Spyder etc. to scrape alternate data sets, automate news and date collection, and perform e-channel checking (e.g. social media monitoring) to identify/ validate sector and product trends.
- Supported on preparing coverage initiation notes, quarterly update notes, flash notes, sector notes, marketing collateral and top-down thematic analysis to generate action-oriented research ideas.
- Attended conference calls in absence of the analyst and provided coverage on peers (i.e. shadow coverage) to provide cross-read into the finer subindustry dynamics.
- Provided a technology-driven solution for readership analytics on published research and prepared insightful dashboarding of the findings for the Head of ResearchSpyder.
Value Delivered
- End-to-end solution encompassing sector expertise, deep-dive research, research production and delivery, and readership analytics on the produced research.
- Enabled onshore analysts to get more face-time with clients and focus on corporate access initiatives.
