|
||||
| Small-cap Stock Tracking for an Equity Research Department | ||||
| An analyst at an equity research department of a major investment bank sought to create a proprietary database to track macro trends for small-cap financial institutions. The product would serve as a key differentiator against other sell-side competition. The analyst wanted to create a database that could capture over 50 financial metrics on a quarterly basis over the past two years for 100+ financial institutions, plus, have the flexibility to be updated on an ongoing basis. It was an extremely large project that not only needed a significant number of resources skilled in financial analysis, but also resources with programming expertise that could design a logical, and easily navigable database. Our client had previously attempted to build the database internally, but had neither the scale, nor technical know-how on his team to be successful. As a result, on his subsequent attempt, he turned to Copal Partners for help. | ||||
| At Copal, we were able to immediately provide the scale necessary through leveraging our talented pool of CAs and MBAs. We set up a team of eight analysts to capture and analyze financial data for each of the 100+ companies. In addition, we had three programmers working in parallel to create an intuitive, Excel-based user interface for the database that could give the client complex analysis in easy-to-read graphs and reports. Our solution also allowed the analyst to review the source documents with a single mouse click, providing easy auditability and confidence in the integrity of the analysis. We quickly and accurately captured a significant amount of financial data, and turned the data into intelligent analysis that produced compelling insights. A seemingly impossible project for the Analyst to complete within his own team became a reality with the help of Copal Partners. |