Our Approach
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.
Support we offer
SA Support models:
- Pre-SA support: Senior editors, in the course of an editorial review, escalate and resolve regulatory issues with the analyst. This significantly reduces the turnaround time for SA approval and increases productivity
- SA support from India: Senior (with over 5 years of S-16 approval experience) or Associate (over 2 years) level SAs
- SA support from Europe: Senior/Associate SAs
- Senior editors for the SA exam: Senior editors who can sit for the S-16 exam (to be sponsored by the client), offering a significant cost advantage versus hiring qualified SAs
- Direct hiring from the UK and the US
- Part-time support
How we are different
Over 15 years’ experience in providing Research Publishing support to banks globally
50+-member team of SAs, editors, and formatting & design specialists based in Bangalore (India), Colombo (Sri Lanka) and San Jose (Costa Rica)
Work across the Research Publishing life cycle: design templates, and edit, format, SA approve, and publish/disseminate research
Experience with various third-party/in-house Research Publishing platforms – FactSet Partners, Blue Matrix and BlueCurve
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