Scaling operational support for a global investment management firm

Building a Specialized Offshore Team to Support Financial Growth and Expansion

Overview: A global investment management firm partnered with Connext to scale operations, reduce costs, and overcome talent shortages in a competitive U.S. labor market. By building a specialized offshore team, the firm streamlined core business functions, improved efficiency, and expanded adoption of the model across multiple departments and affiliates.

Key Takeaways

• Scaled Across Multiple Departments: Connext helped the firm build specialized offshore teams in accounting, finance, and operations—enabling rapid growth without straining internal resources.
• Cost-Effective Talent Acquisition: By leveraging offshore talent, the firm reduced hiring costs while maintaining high performance and technical standards.
• Organization-Wide Adoption: The initial success led to expanded engagement across other departments and affiliated companies, validating the offshore model company-wide.

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