Asset Management Firm Outsourced with BOP and Received Extensive Report on Financial Market Insights and Trends

Our Client – Reputed Asset Management Firm

Our client is an authorized asset management company based in Brazil. With over 20 years of experience in fixed income management, the client has been overseen by the Brazilian Securities and Exchange Commission (CVM: Comissao de Valores Mobiliarios). The client reached our team using the contact form on our website, which led to a trial project run to learn our abilities.

Financial Research Requirement

The client was looking for an outsourcing partner to handle their financial research needs. The Brazilian firm’s requirement involved in-depth research and the creation of emerging market financial reports

Challenges Faced in the Project

The team of analysts at BOP encountered a couple of challenges while working on the task. The biggest of these was the tight deadline for completion. The client also required real-time updates on the progress of the project, which increased the challenge.

Outline of the Process We Followed

After a detailed discussion on the requirements with the client, BOP’s team of analysts documented the list of requirements and got the approval from the client. The team started working on the project with a customized process especially designed to cover the elements and factors to be presented in the financial market research analysis report:

A dedicated team member was assigned to work exclusively on this project.

When the company fact sheets were updated in the client portal, the team started analyzing being open to the feedback from the client.

Our experts made use of emerging market report journals for research.

Dropbox enabled real-time delivery of completed sections and simplified client feedback for additional information.

Project Benefits

The project was delivered on time and was approved by the client. BackOffice Pro unburdened the client’s internal teams, enabling them to focus on their core business. The client benefitted from having access to real-time market report updates and from getting the answers on the market trends. Our rapid response times built the client’s trust in our team and BackOffice Pro gained another success story and a satisfied client to the list.

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