Strengthen Your Investment Research Team with Elite Offshore analyst

Lean Research embeds the best offshore investment research analyst into your team. Enhance your Research capabilities faster, smarter and more affordably.

Free up time to focus on trade ideas

Expand your universe and be on the top of it

Ensure your portfolio is fully under control

Streamline your research with best-in-class techniques

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Did you give it your best chance ?

of advisors say lack of time to grow their business is a major pain point (SEIC).

advisors noted outsourcing delivered greater oversight of portfolios (AssetMark)

7.9

hours saved per week on investment management (AssetMark)

hedge funds agreed that outsourcing part of their work may actually be more efficient (KPMG)

Wished they had outsourced their assets sooner (AssetMark)

of advisors using some outsourcing are satisfied with their decision (Flexshares & Northern Trust)

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How We Can Help?

How we work with you

When you partner with Lean Research you do not have to evaluate resumes or participate in ANY interviews – we own this process 100%

Step 1

One of our experts will meet you to understand your current status and requirements

Step 2

We will match you with the best analyst that fit your exact needs

Handshake with checklist symbolizing partnership and agreement.

Step 3

Post trial period, the payment structure is composed of a small minimum base fee and a discretionary compensation bonus which you directly pay to the analysts

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What our Clients say

"I have been working with Harshit on several projects and each time, I have been extremely impressed by his ability to surpass my expectations! Not only he is extremely smart and diligent, but he's at the same time very kind, which makes it a unique experience to work with him. Thank you again so much for all the amazing work you have done Harshit!"

Portfolio Manager

Singapore Based Hedge Fund

"We worked with LR for a project; models were good and work was sincere; we liked reading it and though they did great work. We definitely want to explore future projects soon."

Partner

Singapore based Independent Investment Firm

"All good so far & Thanks for the timely research always. It's always really well-done and have all the information we need. Modeling skills are super good and present everything very clearly"

Portfolio Manager

US based Registered Investment Advisor

"Kartik & team is great. They are very good at modelling, analytical and always keen to learn more and take up additional responsibilities. We are thinking to build a team for Equity fund as well as soon as next quarter"

Head of Credit Research

GCC based EM Fund

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It's time to enhance your research capabilities with an offshore analyst.

Explore sample profiles of potential investment research analysts to enhance your team's capabilities. Our offshore analysts possess the required skills and expertise to support your research needs.

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