Annual savings with CFA-qualified analysts
A mid-sized investment advisory firm managing $2B+ in assets needed to scale their research and reporting capabilities without proportionally increasing overhead costs.
They required analysts with genuine CFA qualifications and financial modeling expertise. Our ability to source credentialed professionals from the Indian talent pool, combined with rigorous verification, made the difference.
We recruited 5 CFA-qualified analysts specializing in equity research, fixed income analysis, and financial reporting.
All analysts CFA Level II or III certified
Bloomberg Terminal, FactSet, advanced Excel modeling
Trained in SEC/FINRA reporting requirements
Leveraged time zones for round-the-clock analysis
"The firm now produces 3× more research reports while maintaining institutional-grade accuracy, with significant cost savings reinvested into client acquisition."