Supervisory Analyst Review Support and Services

Supervisory Analyst Review

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

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

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

Our perspective on Supervisory Analyst Review
First impressions and the power of content Blog
First impressions and the power of content

You have three seconds t..... Read More

Rethinking Research Publishing:  Offshoring Supervisory Analyst Review Webinar
Rethinking Research Publishing: Offshoring Supervisory Analyst Review

......... Read More

Front Office Outsourcing – Implementation Best Practices for Corporate and Investment Banks Whitepaper
Front Office Outsourcing – Implementation Best Practices for Corporate and Investment Banks

This whitepaper is recommended for decis..... Read More

June 4, 2017

Meet our experts

Shikha Singh

Shikha Singh, 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
Shikha Singh

Shikha Singh, Global Head of Research Publishing

Balaji Ramakrishnan

EMEA Head – Banking & 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
Balaji Ramakrishnan

EMEA Head – Banking & Asset Management

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