Introduction
A London-based boutique investment management firm specializing in short-term trading strategies across equities, commodities, and derivatives. The firm managed a select portfolio of high-net-worth clients and prided itself on delivering above-market returns through data-driven decision-making.
Despite their expertise in portfolio management and trading execution, the partners were spending excessive time on operational and back-office work, leaving less room for market analysis and client strategy.
Challenges Faced
For real-time market research, trade support, and compliance monitoring.
For analysts, compliance officers, and assistants in London.
Time-intensive reporting slowing communication with investors.
To monitor Asian and US markets outside London trading hours.
Solution Implemented
- Remote Financial Analysts – Conducted fundamental & technical analysis, identified trading opportunities, and created daily market briefs.
- Remote Compliance Specialists – Managed regulatory checks, ensured FCA compliance, and maintained audit documentation.
- Virtual Assistants – Handled client reporting, scheduling, and investor communication.
- Remote IT Experts – Maintained secure trading systems, VPN access, and data backups.
Implementation Process
- Needs Assessment – Defined deliverables for each role after a two-day consultation with the client.
- Talent Sourcing – Shortlisted and vetted finance professionals from India with investment banking backgrounds.
- Seamless Integration – Connected the remote team to Bloomberg Terminal, MetaTrader, and internal CRMs.
- Shift Optimization – Split roles into different time zones to ensure 24/5 market monitoring.
Results & Benefits
- 35% faster research and reporting turnaround.
- 80% operational cost savings compared to hiring locally.
- Increased trade execution speed and reduced missed opportunities.
- Expanded coverage into Asian and US markets.
- Strengthened compliance readiness, reducing regulatory risks.
Key Benefits to the Client
- Gained institutional-grade support without expanding office space.
- Achieved scalability on-demand—ability to add new roles as strategy evolved.
- Improved work-life balance for in-house partners by reducing routine admin workload.
Related Remote Roles
Conclusion
By outsourcing high-value operational roles to skilled remote professionals, the client not only reduced costs but also gained agility in a fast-moving market.
Zedtreeo’s ability to source, vet, and integrate specialized talent allowed the client to focus on their core strengths—strategy, analysis, and client growth—while their remote team handled research, compliance, and operations.
