Case Study

Credit Data & Trade Workflow Solution

Credit Data & Trade Workflow Solution

Pages 2 Pages

Case Study Credit Data & Trade Workflow Solution engage@tendelta.com Page | 1 Credit Data & Trade Workflow Solution Buy-Side Syndicated Loan Asset Manager Duration: 9 months Overview A buy-side client required a robust process to capture and analyze credit data, as well as redefine workflows to facilitate the ability to share information throughout the asset origination pipeline. The client utilized multiple technologies including: an internal web-based solution, Everest (Black Mountain Systems), Wall Street Office (IHS Markit) and an Eagle PACE implementation. Business Goals Implement a process and system solution to: 1. Capture relevant issuer details: • Quantitative data • Qualitative data 2. Implement analytical functionalities: • Calculate ‘discrete’ r

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