Provided end-to-end credit research and internal credit rating support to US-based AMC, reducing research time by 30%

US-based asset manager with assets under management of over $800 billion

Bandwidth

• Security selection and active portfolio monitoring are tedious and time-consuming processes
• Each client-side analyst covering ~100 companies is required to maintain up-to-date internal credit ratings for invested securities

Coverage expansion

• Lack of credit research support may result in an opportunity cost
• Bandwidth constraint limits portfolio expansion

Dedicated FTE support: 

Mapped a dedicated FTE to respective client-side analysts 

Active portfolio monitoring:

Provided support in -

• Updating financial models, including projections, drafting investment theses and reviewing quarterly earnings
• Tracking the news for merger and acquisition (M&A) announcements, regulatory/policy changes and other corporate events
• Reviewing each credit rating at least once in 12 months 

Coverage expansion: 

Provided credit research support to identify new investment opportunities (non-covered issuers). 

Ad hoc tasks:

Provided extensive support in -

• Building credit rating models for financial institutions and covered bonds
• Creating an environmental, social and governance model framework
• Conducting capital structure analysis for financial institutions
• Performing a tariff sensitivity analysis
• Preparing client presentations, getting ready for sell-side hosted conference meetings, data mining and preparing investor call notes during M&A announcements or new issuances