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mruszczy: NEED LOGOS!!. Research Services. Table of Content. Sutherland Global Services Overview Sutherland Research Services Trainee Analyst Program. Corporate Snapshot. Established in 1986 and headquartered in Rochester, NY

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Research services



Research Services

Table of content
Table of Content

  • Sutherland Global Services Overview

  • Sutherland Research Services

  • Trainee Analyst Program

Corporate snapshot
Corporate Snapshot

  • Established in 1986 and headquartered in Rochester, NY

  • Incorporated in New York, with 100% owned subsidiaries in India, Philippines, Canada, Mexico, UK, Nicaragua, Egypt, UAE, and Bulgaria

  • Private Equity capital from Oak Investment Partners and Standard Chartered Private Equity

  • Privately held and minority owned

Background and CorporateStructure

  • Leading provider of research & outsourced services for the Banking & Financial Services, Insurance, Technology, Telecommunications, Retail, Healthcare, Airline & Travel, and Government markets

  • Services include:

    • Business Transformation Services: Process Consulting, Business Solutions, Platform Development, Global Transition

    • Knowledge Process Outsourcing: Business & Financial Research and Analytical Services

    • Back-office Management Services: Industry Specific Back-office Processing & Corporate Services (F&A, HRO, and Enterprise Help Desk)

    • Front Office Management Services: Technical Support, Customer Care & Account Management

  •  80 marquee clients: 84% of Revenue from Fortune 1000, 63% from Fortune 500, 46% from Fortune 50

Business and Clients

Corporate snapshot1
Corporate Snapshot

  • Rightsourcing™, best location and talent, blended delivery processes

  • 31 Delivery Centers in US, Canada, India, Philippines, Mexico, United Arab Emirates, and Bulgaria

  • ISO, PCI DSS, COPC and PCMM Certified; Six Sigma Disciplined

  • Culturally meshed and operationally effective global team

  • Over 29,000 professionals and growing

Infrastructure and People

  • Growing at 25%+ annually

  • Profitable and a strong balance sheet.

  • Diversified revenue base. No single client contributes greater than 20% of total revenue

Financial and Operating Metrics

Global footprint
Global Footprint

Sales and Support Office in UK

+ Work @ Home

Center in Bulgaria

Sofia, Sofia City

Centers in Canada


Windsor, ON

Center in UAE


Center in China


Centers in US

Rochester, NY

Syracuse, NY

VA Beach, VA

Houston, TX

+ Work @ Home

Centers in Philippines

Makati (Manila)

Pampanga (Clark)

Camarines Sur



Center in Mexico

Monterrey, NL

Centers in India





Center in Egypt

Alexandria(under execution)

Center in Nicaragua

Managua (planned)

RightSourcing™ aBlended Model - Over 29,000 Employees and Growing…

Across 31 Service Delivery Centers

Research services


Knowledge Services


Investment Banks, Brokerage Firms, PE/VC Firms, Hedge Funds, Mutual Funds, Consulting & Research Firms, Commercial Banks, Insurance Companies, Regulatory Authorities and Corporates

Investment Banking

Equity Research

Credit Research

Business Research

Macroeconomic research

M&A Analysis Company Valuation

Initiating Coverage, IPO Coverage

Fundamental Credit Analysis

Industry and

Company Analysis

Thematic Analysis Country Reports

Pitch Books

Fair Value Opinions

Sector Primers Sector Updates

Capital Structure Covenant Analysis

Business Due Diligence

Policy Interpretation

Event analysis

Company Profiles

Comparables Analysis

Earnings Reviews Previews

Term Sheet Restructuring

Market Sizing

Entry Strategy

Analysis of Economic Indicators

Target Screening Idea Generation

Country and Sector Year Books

Portfolio Monitoring

Risk Assessment

Competition Analysis

Econometric Studies

Due Diligence

Deal Execution

Financial Modeling Valuation

Distressed Analysis

Structured Products

Market / Primary Research

Database Maintenance Periodicals

Key success factors
Key Success Factors



by top






  • Sutherland Research’s value offering today spans the entire financial services spectrum, bringing together our proven research and execution skills

  • Close to 50+ clients worldwide with varied requirements adds to the breadth and depth of our financial services expertise




business model

Investment in


  • 5-week Induction program modeled on Wall Street training methodologies for new recruits

  • Ongoing training, mentorship and regular on-project guidance by seniors with Wall Street experience

  • Knowledge resides at all levels and across all groups in the organization

Sutherland Research is one of the most preferred knowledge outsourcing providers globally

Strong top management

  • Senior management collectively has 100+ years of investment banking, equity research and consulting experience

  • Management plays an active role in execution of projects, thereby ensuring adherence to highest quality standards

Broad financial services footprint

Investment in people

“An organization's ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage.” – Jack Welch

Scalable business model

Presence across the research value chain
Presence across the Research Value Chain

Idea generation from insightful analysis

  • Historical analysis

  • Data aggregation

Intricate, complex financial modeling

Forecasting numbers,

Detailed industry studies

Advisory role to clients

  • Credit/ Equity analysis to identify undervalued / undiscovered stories

  • Spotting inflection points and writing thought-leading research notes

  • Multiple valuation methodologies to substantiate analysis

  • Arrive at price targets/ synthetic ratings

  • Generate investment banking and trading ideas

  • Population of financial models with historical data

  • Reconciliation of numbers

  • Compilation of sell-side views

  • Brief company profiles

  • Preparing trading and transaction comps

  • Industry analysis, landscape mapping and detailed industry overviews

  • Impact on company financials from changing macro drivers, global economic parameters

  • Forecasting financial statements

  • Standardizing models across a coverage universe

  • Funding gap analysis from forecasting cash flows and other statements

  • Opinion-based research - Form independent views based on analysis

  • Developing detailed, complex financial models

  • Developing pitch books

  • Converge technical and fundamental analysis to provide investment insights

  • Online monitoring of trading portfolio to spot triggers for trade

  • Statistical models to support trading decisions

  • Build and maintain portfolio risk management models

  • Independently drive re-rating case for coverage universe, where appropriate

Sutherland Involvement

Research services

We Work with the Best in the World

Investment Banking

‘Virtual Captive’ for a Bulge Bracket Investment Bank

Large Canadian Investment Bank

Bulge Bracket Investment Bank

Middle Market Investment Bank

Sutherland Research team has consistently delivered high quality, cost effective, end-to-end research solutions across varying client types, multiple sectors and diverse geographies

Leading Investment Bank in the Middle East

$40 billion+ Hedge Fund

Buy side

Long Short Equity Hedge Fund

Several Multi Billion Hedge Funds

Large European Asset Managers

Sell side

Sell Side US Equity Research Firm

Equity Research Department of Investment Banking Firm

Client testimonials
Client Testimonials

MD of Capital Markets Division of Leading UK Bank

“This is great!!! This is exactly what I was looking for. Thanks a lot for your help and very detailed work.”

Portfolio Manager at a Leading UK Bank

“Just wanted to let you know that I have been going through the model all this morning and it looks very good. I have been going through page by page and it looks really good!”

“Thank you for the great model! I was so impressed with your work. It was excellent work”

Portfolio Manager at a Leading European Investment Bank

“I have enjoyed our work together over the last couple years, and it has been a privilege to be part of such a wonderful global research team in the truest sense of the term. As you know, I have always been a fan of your work ethic, your credit intuitions and your great contribution”

Charles C. Henneman CFA, Head of Conferences CFA Institute

“I was in New York recently for the CFA Institute Annual Conference and had an opportunity to see some old colleagues who have now scattered among various funds. At some point it came up that ABC is a client of Sutherland Research, and that you handle a lot of their credit research. He said you do a great job and have made their firm significantly more productive”

Head of Research of a Leading European Hedge Fund

“Many thanks for all your work on this project --- very professional output produced under significant time pressure”

Our management team
Our Management Team

Niket Patankar, Head of Knowledge Services

Niket has several years of investment banking and entrepreneurial experience most significantly with CSFB, DLJ and Peregrine Capital. He has advised senior management at leading Fortune 500 companies in the US, Europe and Asia across multiple sectors. He concluded financing deals worth USD 7 Billion and USD 12 Billion of M&A transactions.

Niket is an electronics engineer with a Management Graduate Degree from Jamnalal Bajaj Institute in Mumbai, India.

Sangeetha Chhajed, Head of Research Delivery

With over twelve years' experience, Sangeetha has managed equity research, credit research and investment banking analysts for numerous industry sectors. Previously she worked with ARCIL in their Distressed Debt Recovery and Restructuring group. Prior to that, she spent four years in business valuations, corporate restructuring and M&A advisory services with N.M. Raiji & Co, a leading Chartered Accountancy firm in India.

Sangeetha is a Chartered Accountant and a Chartered Financial Analyst (ICFAI University – India). She has also completed Part I of Management Accountancy Course of ICAI with distinction

Vikas Verma, Head of Product and Strategy

Vikas has over 12 years of experience in Investment Banking, Credit Research, Structured Product Research. Prior to Sutherland, Vikas worked with GE Capital, India and Deloitte Haskin & Sells. At GE he was responsible for tracking US Asset Backed Securities (ABS) and performing Corporate Research for US Electric Utilities and Natural Gas. He received the GE Asset Management Award – 2003 for developing and maintaining the Structured Product Surveillance System - a web based surveillance system to monitor SP securities portfolio of over $35 billion.

Vikas has an undergraduate degree from University of Delhi and is a Chartered Accountant (India). He is also Six Sigma certified.

What is expected of you
What is expected of you?

Expertise in accounting and finance concepts

Proficiency in financial modeling and valuation techniques

Good understanding of latest financial market developments

Excellent communication skills

Critical thinking / reasoning skills

Ability to work under pressure and with tight deadlines

Curiosity to know and understand new concepts, businesses, market events, etc

Trainee Analyst: Learning curve

Learning the nuances of financial analysis and modeling, understanding businesses and industries, forming independent investment opinions, writing research reports participating in discussions with client analysts

Along the journey, an analyst prepares himself/ herself to handling higher order responsibilities by way of acquiring key insights into a relevant business domain or gains expertise in tools/ techniques. Learns client handling and presentation capabilities.

Trainee Analyst: Job description

  • Execute diverse research and analytical assignments for top-tier global financial firms

  • Liaise with top-tier analysts and defend your investment arguments

  • Analyze economic, industry, and company data

  • Build and maintain detailed financial and valuation models after thorough evaluation of the company and its business environment

  • Develop company/industry reports, and investment memos

  • Prepare presentations and pitches on companies, industries and on other research topics

What is a typical analyst s day
What is a typical analyst’s day?

Tracking markets and companies, writing reports, building financial models

  • Quick glance at macro-economic updates news

  • Tracking specific markets, sectors and corporate actions

  • Scanning through secondary research reports for assigned companies

  • Analyzing companies, their financials and business environment

  • Interaction with company management, industry experts, attending analyst meets

  • Writing reports, developing financials, preparing pitches

  • Interacting with Client Portfolio Managers and Research Analysts

  • Includes tracking markets and companies, writing reports, building models

Who will you work with
Who will you work with?

Best in class peer group

  • Sutherland Research employees come from top Business Schools in the country and are top ranking Chartered Accountants or CFA charter holders

  • Mentoring by seniors with significant industry experience

Management talent attracted from leading firms

Investment Banks

Research Firms

Consulting Firms

Why become an investment analyst
Why become an Investment Analyst?

Opportunity to be a part of the highly dynamic and rewarding Global Financial Services Industry

  • Investment research is a high complexity, mind stimulating job requiring a blend of logical thinking and strong analytical skills

  • The sheer market pace and the opportunity to contribute to live deals ensures a challenging and dynamic work profile

  • Seeing one’s investment ideas or picks being put into action by clients

  • The prestige of being associated with leading global banks, brokerage houses & hedge funds

  • Strong potential for growth, based on performance.

Research services

Why Sutherland Research?

Attracting & Retaining the Best

  • Best-in-class training and ‘continuing education’ policies

  • Wall-Street quality training program

  • Sponsorship of professional programs such as CFA, FRM etc

  • Challenging work opportunities

  • Challenging assignments, high profile clients and hard-to-get Wall Street exposure

  • Opportunity to work on site with Clients

  • Competitive compensation andrecognition

  • Highly competitive salary structure (fixed and bonus components)

  • Opportunities for rapid promotion for strong performers

  • Transparent and open culture

  • High levels of team spirit and bonding

  • Strong entrepreneurial culture that encourages new ideas, innovation and creativity

Rigorous 5 week training program modeled on wall street analyst programs
Rigorous 5-week training program modeled on Wall Street analyst programs

Superior Induction Program

Training Modulea

  • Technical Knowledge

    • US GAAP and SEC Regulations (including updates on a regular basis)

    • Corporate finance, including valuation, capital structure analysis

    • Financial Modeling

    • Product knowledge – equity, debt, convertible securities

Topics Covereda

  • Orientation to Capital Markets

  • Fundamental Accounting

    • Rigorous accounting and financial modeling

  • Product Specific training

    • Equity Research

    • Investment Banking

    • Credit Research

  • Case Presentation

    • “Mother of all Cases” case study - Analysis of a selected industry / sector with recommendations for “actionable” investment banking ideas

    • Pro Forma Analyses

      • Comparable company analyses – Detailed scrubbing techniques

      • Credit/high yield comparables and M&A comparable transactions

    The induction program is designed to bridge the gap between theory and practice

    Continuing education
    Continuing Education analyst programs

    On-going training to develop and sharpen professional skills

    • Communication & Presentation Skills

      • Credit and equity research report writing skills

      • Effective communication when discussing recommendations with clients

  • Other Continuing Education

    • Knowledge sharing sessions to enhance intra-team learning and discussions

    • Case studies to further hone analytical, problem solving and presentation skills

    • Leadership development program

    • Rotation opportunities (including travel to and operating from overseas client sites) as well as across businesses within Sutherland

    • Allocation to critical pilot assignments to enhance learning and broaden exposure

  • Sutherland’s analysts go on to lead engagement teams, manage accounts, provide in-house training and develop into “domain experts”

    What we offer
    What We Offer analyst programs

    Trainee Analyst Team Member MBA or CA (campus)

    What we offer1
    What We Offer analyst programs

    Fresh graduates start as Trainee Analyst

    But its also a lot of fun alongside some real hard work
    But its also a lot of fun alongside some real hard work! analyst programs

    Off-site: Murud Janjira

    Team Lunch

    Manager’s send-off presentation

    We believe
    We believe….. analyst programs

    Analysis consists of using the information that everyone has seen and thinking what no body has thought

    Deep-dive and read in-between the lines

    One does not discover new lands without consenting to lose sight of the shore. We give you the freedom of innovating new approaches

    Strive to do the best and that entails adopting new approaches

    You create opportunities for yourself by exhibiting depth in analysis, structured thinking, good communication skills and above all a positive attitude and commitment to deliver in face of any odds

    You create your future

    If you’ve got what it takes, we want YOU on our team!!

    Research services

    Thank You analyst programs