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
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Meet our experts
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.
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.