A finance-first analytics firm. New York and Almaty.
Upside Analytics LLC is a New York data and analytics consultancy for investment firms. We build P&L, risk, portfolio and regulatory reporting on the Microsoft data platform for hedge funds, private equity firms and their portfolio companies, and provide white-label delivery to consultancies serving financial services.
Erdni Okonov, CFA
Founder & CEO, Managing Member- CFA charterholder
- MSc Energy & Environment, Norwegian School of Economics (NHH)
- BSc Banking & Finance, University of London (LSE programme)
Built by someone who had to sign the numbers.
Erdni started as an investment-banking analyst at Credit Suisse in London (2010 to 2012), then spent seven years as a Vice President at Indigo Capital Partners, a private equity firm, where he was responsible for business intelligence across its four largest portfolio companies. In 2019 he founded Qompa X, a 20-person BI consultancy whose clients included Mars Wrigley and EFKO, and since 2022 has led analytics delivery inside the Americas arm of a global bank through a New York consulting partner, across Treasury, Risk IT, Credit Review, Non-Financial Risk and Model Risk.
Upside Analytics is the firm built from that experience: the operating discipline of private equity, the control standards of a bank, and a delivery team that has done both.
About twenty people, two cities, one stack.
About twenty analysts and engineers in Almaty
Market risk, liquidity, treasury, product control and data engineering backgrounds. Kazakhstan is our hiring market by design: strong quantitative education, a deep pool, and a working day that overlaps the US morning. Some members work from Astana, Aktau and Bishkek.
Named seats, not a pool
Every analyst is named in the client contract and stays on the account. Managed devices, background checks and client flow-down terms are standard. Prototypes on our tenant against anonymised data; production builds inside the client’s environment.
Microsoft, by choice
Power BI, Microsoft Fabric, Power Apps and Dataverse, with Databricks and Cube where a client runs them. We build inside the client’s tenant so the work outlives the vendor. [MICROSOFT PARTNER STATUS]
Upside Analytics LLC
Not affiliated with Upside Analytics Inc., a publisher-analytics firm in Portland, Maine, nor with any other company of a similar name.
Talk to the founder.
erdni@theupsideanalytics.com · New York