ROP Supported Investment Firm with Financial
Research FTE to Augment their Marketing Efforts

Financial Research Analyst FTE
Requirement by the Client

The client was using Virtual Employee and wanted to hire an experienced financial researcher with expertise in the real estate domain. They wanted to work with a reputable outsourcing market research company who could provide a qualified FTE resource who could serve as the right role for the client’s project.

The client discovered Research Optimus (ROP) through an online inquiry and decided to contract our services do to the following:

• ROP’s ability to procure a domain relevant employee and perform any external research necessary to add further value to the client.
• Ability to provide an FTE resource that was the right fit for this particular role, and who had the hard and soft skills to integrate effectively with the client’s existing team.
• Expertise in residential, commercial, and national sector market analysis to provide comprehensive out looks, statistics, and forecast to aid in the decision-making process.

Challenges Faced by
ROP’s Team

ROP came across a few demanding challenges while working on this financial research for the real estate sector project:

• The client was evaluating other FTE options from ROP’s competitors, which demanded that ROP demonstrate our commitment to quality and professionalism to secure the entire contract, resulting in the contract for two FTE resources from ROP.
• The tight deadline was difficult to manage given the complexity and breadth of the research.
• One of ROP’s FTE resources had to be replaced with a more suitable resource due to attrition.

Our Approach to
This Project

ROP developed a customized approach to this market research project in order to facilitate a streamlined transition to the virtual employee model:

• ROP initiated a client consultation to discuss project details to better determine research requirements, and to determine a direction for the research project.
• The virtual FTE model would encompass the provision of an office space, network, supervision, and hardware so the FTE could work autonomously and productively.
• ROP performed a meticulous evaluation of potential FTE resources to ensure that skill and experience level, and personality would position them as a suitable fit for this role.
• ROP assigned two dedicated FTE resources to this project to act as virtual employees for the client.
• ROP’s dedicated FTEs were working directly with the client on a daily basis to become immersed in the client’s proprietary work processes and cooperate with the client’s different teams and companies.
• The FTEs were required to focus research around investment risk returns, and economic and financial viability of single-family and senior living real estate development in a particular geographic location.

Software Used During the
Course of the Services

ROP developed a customized approach to this market research project in order to facilitate a streamlined transition to the virtual employee model:

• Bloomberg
• Capital IQ

Long-duration Financial Modeling
Research FTE Contract

ROP concluded this project on time and successfully with the following key takeaways:

• The client was delighted with ROPs ability to provide a highly qualified virtual employee and take advantage of an impeccable shared services company.

• To add further value to the project and ensure the client had all possible information at their disposal, ROP provided competitor analysis reports at no charge to the client.

• ROP was honored to accept praise from the client for the quality shown across all deliverables and contracted several more experienced FTEs from our company.

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