Supervisory Analyst Review Support and Services

Supervisory Analyst Review

Supervisory analyst support for global financial services firms

Supervisory Analyst Review Services

Supervisory Analyst (SA; series-16 qualified) review and approval has become a bottleneck for timely publication of reports and an area where costs have increased as experienced SAs have become difficult to hire and retain. In an environment where time-to-market is key, a resource needs to be available to review and process reports as and when analysts submit them. At Acuity Knowledge Partners, we provide SA services to sell-side firms. We offer several support models, including full-time and part-time support, depending on client requirements, in an effort to provide flexible yet reliable services at reasonable costs.

We, at Acuity Knowledge Partners, have been working with financial content for over 15 years. Our large Research Publishing team of Supervisory Analysts (SAs), Editors and Formatting and Publishing Specialists can review, approve and publish your reports, meeting tough deadlines in a fast-paced work environment and amid a heavy flow of content

Given our team size and experience, we are able to staff an engagement fairly quickly, need very little hand-holding and can hit the ground running on most projects.

Our Supervisory Analysts come from tier-1 sell-side firms; we understand the SA market in India

Our Editors have 10 years of editing experience, on average; most of them hold postgraduate degrees in English or Finance and have worked as journalists at reputed international news organisations or as editors at global financial services firms. Besides reviewing content for language, structure and logic, our editors understand regulatory issues, and are able to work on and iron out concerns with analysts and compliance. We, therefore, can also offer Senior Editors eligible to appear for the series-16 exam.

Our Formatting and Publishing Specialists have 12 years of experience, on average, in formatting and publishing reports and marketing material.

Supervisory Analyst - Support We offer

Supervisory Analyst - Support We offer

How we are different

RESEARCH PEDIGREE
RESEARCH PEDIGREE

Over 15 years’ experience in providing Research Publishing support to banks globally

NEARSHORE CAPABILITIES
NEARSHORE CAPABILITIES

50+-member team of Supervisory Analysts, editors, and formatting & design specialists based in Bangalore (India), Colombo (Sri Lanka) and San Jose (Costa Rica)

PROCESS OPTIMISATION
PROCESS OPTIMISATION

Work across the Research Publishing life cycle: design templates, and edit, format, Supervisory Analyst approve, and publish/disseminate research

TECHNOLOGY
TECHNOLOGY

Experience with various third-party/in-house Research Publishing platforms – FactSet Partners, Blue Matrix and BlueCurve

SCALABILITY
SCALABILITY

Ability to hit the ground running. Successfully transitioned and execute multiple engagement models: (1) lift-and-shift of in-house Publishing teams; (2) supplement onshore Publishing teams and (3) support clients that don’t have onshore teams

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What we have done

Support for Consulting and Corporate Firms
Research Publishing with supervisory analyst support for an EMEA-based bank
What we are proud of

25+

client analysts supported

SA, editing, formatting and publishing, and platform administration

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Meet our experts

Shikha Singh

Associate Director, Global Head of Research Publishing

Shikha heads Acuity Knowledge Partners’ (Acuity) editing, formatting & publishing and design services, managing all client accounts in this vertical. She has 16 years of experience in working with financial research content. Before joining Acuity, she worked with Goldman Sachs as a Series 16-qualified Supervisory Analyst and Editor. She also set up and managed its 10-member content management team in Bangalore. Her previous work at JPMorgan included reviewing equity research reports, and she focused on credit and industry and company research reports during her stint at Crisil Research (an S&P company). Shikha holds an MBA in Finance.

Shikha Singh
Balaji Ramakrishnan

Senior Director, EMEA Sales Head - Banking and Asset Management

Balaji Ramakrishnan leads Europe and Middle East business development for Acuity. Having spent his formative years in core banking technology operations, he brings a deep understanding of credit processes and the ability to make analytics-driven decisions. He works closely with senior client stakeholders as a trusted partner, shaping the business case for scaled efficiencies through centralisation, standardisation and intelligent automation within Commercial Lending and Asset Management verticals.

Balaji has established long-term partnerships with banks, asset managers and insurance firms across a number of front and middle office transformation initiatives over the past 20 years. Prior to Acuity, he worked at Accenture and Oracle, serving European financial services clients. He holds an MBA from the London Business School.

Balaji Ramakrishnan
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