Hedge Fund Management Company in the US Benefited with Cost-effective Financial Analysis of 50 leading firms in the US

The Client

The client is a well-known edge fund organization, based in the US.

The Project

They client needed a research and development partner for data development in order to better formulate their trading and investment strategies. The partner would be required to analyze the data and generate descriptive data, ratios and statistics. The partner would also standardize financial data to simplify the search for investment opportunities as per their criteria. This work had to be completed in a short time span.

The Challenges

Data points are the main information that is created according to certain time frames and strictures. For creating a high quality research outline, they are the most important factor.

The client was looking for data points on 50 leading energy-based firms in the US along with data research. This would include designing a format in mutual accord with the client, a ratio analysis on this template and assembling quarterly data on the last five years. The client had also asked for collating relevant analysts’ estimates with an analysis of pension and currency.

Financial data is the parameter by which companies gauge and manage their success. To the outsiders, this data represents the strength and standing of a business. Hence, the challenge for us lay in addressing these two diverse groups with their different viewpoints.

The Back Office Pro Solution

The task was assigned to a team of technical editors, domain experts, and engineers. The skill level of the team was important to ensure international standard were maintained.

The process started with collating the raw data from public records like company websites, SEC filings and more. The key data points compiled included:

  • A statement of income - This was quarterly or yearly for the as many years as the client specified.
  • Balance sheet
  • Cash Flow
  • A detailed notes to accounts as per the client specifications
  • Financial statements of the parent company’s
  • Broker estimates, based on the estimates provided by the client
  • Operating statistics within the industry as per the client requirements

Testimonials

The Results

Before commencing the actual work, we conduct a trial run. The client expressed their satisfaction with the preliminary product. Since then most of the project has been completed well ahead of our assigned time. Satisfied with the outcome the client negotiated for commencing live operations.

Our ability to deploy additional manpower, accelerate our rate of delivery along with our focus on technology to facilitate flow of work through proprietary software and information extraction proved very advantageous to the client. They had an experienced partner to work with their data. In addition, they also benefited from our flexible and transparent working style.