US-based asset manager

Key requirement

• Maintaining lean structure without compromising on talent quality
  

Engagement highlights

• Scalable FTE-based model
  
• Access to globally distributed team across India, China, Poland, Argentina, and Colombia
  
• Institutional best practices for research as well as project management
  
• Specialized talent sourcing

Scope of work

Investments

• Fixed income, private markets and equity research
  New issuances/coverage, financial modelling, identifying Investment thesis, investment committee reviews, earnings
  Support, local market flavor, field visits, analyst/industry expert Interactions, and private debt deal support
  
• Quant, macro research and data analytics
  Portfolio analytics, statistical models, back-testing, NLP for new factors, domain-led tech support for traditional and alt data research, Data engineering, and Data quality

Responsible investing

• ESG scoring frameworks and commentaries; ESG due-diligence/controversy assessment, and active engagement with investee companies
  

Asset servicing and operations

• Handling both in-house and out-of-house reconciliation for Cash,Position and Cost basis
  
• Overseeing fund accounting and administration for Mutual Funds,UCITs, CITs, etc.
  
• Preparing customized performance reports ,portfolio reviews and handled daily reporting tasks
• Conducted quarterly valuations, shadow rating and macro analysis of  portfolio companies
• Active support to COO and CFO for preparation of firm wide presentations

Distribution

• RFIs/DDQs, fund analytics and marketing material, fund commentaries and digital marketing

Crisil Impact
 

• Increased coverage per analyst by 1.75x while maintaining cost efficiencies
  
• Highly integrated into the investment process
  
• Local market knowledge and language capabilities from China, Poland, and LatAm
• Brought efficiencies through process automation
• Surge coverage for key strategic initiatives such as sustainability and CLO product launch

Questions

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