Off-shoring Technical Research operations by an Investment Bank

About the Client

Senior Technical Analyst with a Tier II US Investment Bank

Services Offered

JMN offered a dedicated team of technical analysts providing valuable research inputs for the Senior Analystís periodic publications. Specific deliverables include preparing presentations and reports containing marked-up charts, both short term and long term, for final review by the client followed by publication. The project also entailed creation and maintenance of various databases used as an input for research reports.

In the last 2 years, JMN has been successful with its professional approach and consistency in providing the highest quality of service in technical research. The engagement offers a distinct advantage to the Senior Analyst through timely delivery of research reports by leveraging on the time zone differential. Further, the JMN team ensures 6-days a week support to ensure timely submission and publication of reports on Monday mornings. Over the period, the client engagement progressed significantly from being a low-end data and reporting provider to active engagement with the client driving investment idea generation. The Senior Analyst now gets to spend more time on expanding his coverage universe and, more importantly, divert more of his time towards marketing initiatives.

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