Case study

Dedicated Specialist Support for Onshore Sector Leaders

Support specialist





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



A renowned market-leading institutional brokerage house in Germany having several top-rated sector analysts.



  • 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.

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