|
Client Profile
A leading asset management firm.
|
The Challenge
The client was faced with two major challenges: one, the
lack of structured and standardized operations environment
that made timely delivery of research products, unfeasible;
and the second, inability of onshore analysts to focus on
front-end activities and procure additional business, a result
of concentrating on backend work only. Additionally, the
client also needed enhancement of its operations
window availability.
The client chose WNS after a rigorous selection process,
and entrusted WNS with a mandate to:
- Provide financial assessment of the tenant, based on its
latest financials and Dun & Bradstreet Report
- Generate market data for fact sheets, quarterly reports,
presentations and client query resolution
- Carry out calculations and analysis of the fund's liquidity
position to ensure whether enough cash is available to
meet obligation (capex, redemption etc) over the next year
- Update existing models that project financial statements
for individual companies on publication of
company results
|
Key Features of the WNS Solution
- Covenant appraisal
- Preparing a credit report based on ratio calculated
and analyzing the ‘5 Cs’ of credit.
- Performing appraisals for: tenant applications
(assignments, sub / under lettings, release / substitution
of guarantor etc.), lettings, investment purchases
- Appointment of contractors / consultants & vetting of
potential JV partners
- Company analysis
- Taking existing models that project financial
statements for individual companies
- On publication of company results, update models
replacing projections with actual for the period that
results are announced for
- Preparing the output sheet and assumption sheet for
financial models
|
Extending Your Enterprise
WNS extended the client’s enterprise by transforming the
approach for calculating key financial numbers, building a
dedicated team of skilled analysts, improving the client’s approach for calculating key financial numbers and
creating a sustainable offshore business model, hence
enabling the client to focus on key engagements.
|
Benefits Delivered
- Increased scope and product coverage
- Built a client-dedicated team staffed with highly
educated, skilled, and committed analysts
- Reduced Turn Around Time (TAT) from seven days to
three days for covenant appraisal
- Maintained a library of more than 300 research reports
on a weekly basis
- The WNS team currently supports 18 processes on a
day-to-day basis, which includes high-end research like
preparing financial models, writing credit reports and
performance reporting for funds
- Created customized products / templates to suit the
client’s diverse requirements
- Created a process manual to get consistent results for all
processes covered
- Standardized the approach for calculating key financial
numbers such as Enterprise Value (EV), Earnings before
Interest, Taxes, Depreciation and Amortization (EBITDA),
Free Cash Flow (FCF) and leverage, among others
- Created a sustainable offshore business model enabling
the client to focus on key engagements
|
About WNS
WNS has a proven track-record in driving significant
enhancements for a wide range of clients in a business
process outsourcing (BPO) environment. WNS has delivered
substantial improvements across the entire value chain
using both WNS proprietary and customized, client-specific
technology solutions (scripting, workflow management,
real-time reporting, automated training, knowledge libraries,
and so on), as well as comprehensive process re-engineering
and task enhancement initiatives (such as Six Sigma
programs, training re-engineering, macros and operational
tools, Pareto optimization, etc). WNS is passionate about
building a market leading company valued by our clients,
employees, business partners, investors and communities.
|
For more information or to learn about our service offerings, please click here or write to us at marketing@wns.com |
|