Success Story

Standing Up a Dedicated Financial Modelling Team for a Global Investment Bank

Impact

60% cost savings achieved by efficiently managing peaks and troughs in workload

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Client

A globally renowned investment company

Products

Worldwide

Industries

Investment Banking

target geo

Dedicated Financial Modelling Team

business objective

The client required deep expertise in insurance, financial analysis, and modelling to support its own financial modelling team with research services.

This meant building a team of full-time analysts to help the client’s in-house analysts develop financial models for insurance companies – delivered cost-effectively across a global footprint.

Our solution

Phase 1 — Building the team

Recruiting: built an extensive list of potential candidates, internal and external, based on the client’s needs, then had the Cognition team interview a shortlist.
Assessment: assigned tasks during interviews to build confidence in candidates’ capabilities.
Alignment: conducted final meetings with the client to confirm fit on team dynamics, work ethics, and more.
Training: onboarded the team on the job description, client expectations, budget, and product requirements.
Knowledge management: developed a knowledge bank to enhance process efficiencies.

Phase 2 — Go-live

Delivered real-time updates to the knowledge bank.
Maintained regular communication with the client to review progress and gather ongoing information.
Improved employee performance management and development across the team.

Outcome

Built a highly skilled team in a relatively short period of time – at a fraction of the cost of local hiring.
Achieved 60% cost savings by efficiently managing peaks and troughs in workload.