Financial Analyst Portal
Challenge
Research Analysts have a tough job. They have to analyze financial, research papers, transcript and news in order to provide the best recommendations to portfolio managers. Combination of fee pressures, lack of product innovation and information overload has made current research model unsustainable.
Solution
A centralized research portal where research analysts can receive timely and relevant information while leveraging AI and Machine Learning technology. The product is broken down into two parts, a dashboard and a smart search. The dashboard shows key health indicators at a company level. The real value this product offers is the aggregation of various sources of information and providing real-time qualitative analysis. This can have great impact to our users because it can speed up the investment decisions by increasing the collaboration between Portfolio Managers and Analysts.
Fixed Income Research Analysts
Fixed income Research Analysts provide Decision Support to PMs and aide in achieving the goals of the product strategy by providing recommendations i.e. identifying opportunities & ideas to buy, sell, hold, hedge or stay out of the particular security (issue)]
