Sales and trading credit research support

About Client:

A credit-trading desk of a large multi-asset brokerage firm based in the US.

Business Problem:

The trading desk research team needed a dedicated research support across investment grade and high yield credits to accelerate trade idea generation.

ValueAdd Solution:

A dedicated team of three credit-trained analysts led by a Delivery Manager, was allocated to the client. Facilitated a daily communication with client’s desk analyst to ensure prioritization of work flow, discuss ideas, and provide a progress update.

Comprehensive Research Solution:

  • Initiated credit models and notes for 100+ companies, across Telecom, Media, Banking, Paper & Packaging, and industrials.
  • The models included revenue-built, operating metrics, adjusted historical financials, projections, corporate & capital structure, covenants & headroom analysis.

Ongoing Coverage Update:

  • Model and note updates for earnings, corporate actions/credit events, and news releases

Product & Ad hoc Support:

  • Provide support on products including daily morning meeting notes & market wraps, weekly market update, monthly sector update, quarterly & annual strategy report, and annual sector packs
  • Ad hoc research support on peer comps, sensitivities, etc.

Benefits Delivered:

  • The number of trade ideas doubled in one year, thus generating huge commissions
  • High quality credit research notes with investment recommendations
  • Cost-effective research support for identified sectors
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