Research Services

Research Services
2010 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.
www.sutherlandglobal.com
Table of Content Sutherland Global Services Overview Sutherland Research Services Trainee Analyst Program
Corporate Snapshot
Established in 1986 and headquartered in Rochester, NY Incorporated in New York, with 100% owned subsidiaries in India, Philippines, Canada,
Background and Corporate Structure
Mexico, UK, Nicaragua, Egypt, UAE, and Bulgaria Private Equity capital from Oak Investment Partners and Standard Chartered Private Equity Privately held and minority owned
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 Snapshot
Rightsourcing, best location and talent, blended delivery processes 31 Delivery Centers in US, Canada, India, Philippines, Mexico, United Arab Emirates, and
Infrastructure and People
Bulgaria ISO, PCI DSS, COPC and PCMM Certified; Six Sigma Disciplined Culturally meshed and operationally effective global team Over 29,000 professionals and growing
Financial and Operating Metrics
Growing at 25%+ annually Profitable and a strong balance sheet. Diversified revenue base. No single client contributes greater than 20% of total revenue
Global Footprint
Sales and Support Office in UK + Work @ Home Centers in Canada SSM, ON Windsor, ON Center in Bulgaria Sofia, Sofia City Center in UAE Dubai
Centers in US Rochester, NY Syracuse, NY VA Beach, VA Houston, TX + Work @ Home
Center in China (planned) Centers in Philippines Makati (Manila) Pampanga (Clark) Camarines Sur Davao Tarlac
Center in Mexico Monterrey, NL Center in Egypt Alexandria (under execution) Centers in India Mumbai Chennai Cochin Vizag
Center in Nicaragua Managua (planned)
RightSourcing a Blended Model - Over 29,000 Employees and Growing Across 31 Service Delivery Centers
Sutherland Research Services
Overview
Knowledge Services Clients
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
Thematic Analysis Country Reports Policy Interpretation Event analysis Analysis of Economic Indicators Econometric Studies Database Maintenance Periodicals
M&A Analysis Company Valuation Pitch Books Fair Value Opinions Company Profiles Comparables Analysis Target Screening Idea Generation Due Diligence Deal Execution
Initiating Coverage, IPO Coverage Sector Primers Sector Updates Earnings Reviews Previews Country and Sector Year Books Financial Modeling Valuation
Fundamental Credit Analysis Capital Structure Covenant Analysis Term Sheet Restructuring Portfolio Monitoring Risk Assessment Distressed Analysis Structured Products
Industry and Company Analysis Business Due Diligence Market Sizing Entry Strategy Competition Analysis Market / Primary Research
Key Success Factors

Sutherland Research is one of the most preferred knowledge outsourcing providers globally
Strong top management
Senior management collectively has 100+ years of investment banking, Senior management collectively has 100+ years of investment banking, equity research and consulting experience equity research and consulting experience Management plays an active role in execution of projects, thereby Management plays an active role in execution of projects, thereby
Expansive Financial Services footprint
Strong stewardship by top management
ensuring adherence to highest quality standards ensuring adherence to highest quality standards
Broad financial services footprint

Sutherland Researchs value offering today spans the entire financial Sutherland Researchs value offering today spans the entire financial services spectrum, bringing together our proven research and services spectrum, bringing together our proven research and execution skills execution skills
Market leadership
Scalable business model
Close to 50+ clients worldwide with varied requirements adds to the Close to 50+ clients worldwide with varied requirements adds to the breadth and depth of our financial services expertise breadth and depth of our financial services expertise
Investment in people
Investment in people
5-week Induction program modeled on Wall Street training 5-week Induction program modeled on Wall Street training methodologies for new recruits methodologies for new recruits Ongoing training, mentorship and regular on-project guidance by Ongoing training, mentorship and regular on-project guidance by seniors with Wall Street experience seniors with Wall Street experience
An organization's ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage. Jack Welch
Scalable business model
Knowledge resides at all levels and across all groups in the Knowledge resides at all levels and across all groups in the organization organization
Presence across the Research Value Chain
Historical analysis Data aggregation
Forecasting numbers, Detailed industry studies
Intricate, complex financial modeling
Idea generation from insightful analysis
Advisory role to clients
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
Sutherland Involvement
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
Credit/ Equity analysis to identify undervalued / undiscovered stories Spotting inflection points and writing thought-leading research notes
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
Multiple valuation methodologies to substantiate analysis Arrive at price targets/ synthetic ratings
Generate investment banking and trading ideas
We Work with the Best in the World

Virtual Captive for a Bulge Bracket Investment Bank Large Canadian Investment Bank Bulge Bracket Investment Bank Middle Market Investment Bank ed i s y u B gn i k na Bt ne m t sev n I Leading Investment Bank in the Middle East $40 billion+ Hedge Fund Long Short Equity Hedge Fund Several Multi Billion Hedge Funds Large European Asset Managers Sell Side US Equity Research Firm ed i sll e S Equity Research Department of Investment Banking Firm
Sutherland Research team has consistently delivered high quality, cost effective, end-to-end research solutions across varying client types, multiple sectors and diverse geographies
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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
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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.
2010 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. www.sutherlandglobal.com 12
Sutherland Trainee Analyst Program
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What is expected of you?

Trainee Analyst: Learning curve
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
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 analysts 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
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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
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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 ones 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.
17
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 and recognition 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
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Superior Induction Program

Rigorous 5-week training program modeled on Wall Street analyst programs
Training Modulea
Topics Covereda
Orientation to Capital Markets Fundamental Accounting

Rigorous accounting and financial modeling
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
Product Specific training

Equity Research Investment Banking Credit Research
Case Presentation
Mother of all Cases case study - Analysis of a
Pro Forma Analyses

selected industry / sector with recommendations for actionable investment banking ideas
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
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Continuing Education
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
Sutherlands analysts go on to lead engagement teams, manage accounts, provide in-house training and develop into domain experts
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What We Offer
POSITION RESPONSIBILITY RELEVANT EXPERIENCE
VP AVP Sr Manager Manager Sr Associate Associate Sr Analyst Analyst Trainee Analyst CA (campus)
Head of a Group / Business Head for multiple clients / delivery For large client engagements Leader for client engagements Team Leader for a small group Sr Team Member Team Member Team Member Team Member
Merit based Merit based 5-7 years 4-6 years 3-4 years 2-3 years 1-2 years MBA or CA with exp MBA or
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What We Offer
Fresh graduates start as Trainee Analyst
CATEGORY
MBAs / CAs
COMPONENT
ANNUAL (RS.)
Gross Compensation
5,00,000
Loyalty Bonus
1,00,000
Total Fixed CTC
6,00,000
Potential Variable Pay
1,80,000
Total Potential CTC
7,80,000
Home drop Transport Facility is available for employeesafter 10:00PM(Non Cash Benefit)
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But its also a lot of fun alongside some real hard work!
Off-site: Murud Janjira
Team Lunch
Managers send-off presentation

We believe..
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 youve got what it takes, we want YOU on our team!!
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Thank You
25

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Research Services

Business and Clients

Financial and Operating Metrics

Centers in US Rochester, NY Syracuse, NY VA Beach, VA Houston, TX + Work @ Home

Center in Nicaragua Managua (planned)

Sutherland Research Services

Key Success Factors

Expansive Financial Services footprint

Strong stewardship by top management

Broad financial services footprint

Scalable business model

Presence across the Research Value Chain

Historical analysis Data aggregation

Forecasting numbers, Detailed industry studies

Intricate, complex financial modeling

Idea generation from insightful analysis

Advisory role to clients

Generate investment banking and trading ideas

We Work with the Best in the World

Portfolio Manager at a Leading UK Bank

Portfolio Manager at a Leading European Investment Bank

Charles C. Henneman CFA, Head of Conferences CFA Institute

Head of Research of a Leading European Hedge Fund

Our Management Team

Sangeetha Chhajed, Head of Research Delivery

Vikas Verma, Head of Product and Strategy

Sutherland Trainee Analyst Program

What is expected of you?

Trainee Analyst: Job description

What is a typical analysts day?

Who will you work with?

Why become an Investment Analyst?

Why Sutherland Research?

Superior Induction Program

Orientation to Capital Markets Fundamental Accounting

Product Specific training

Pro Forma Analyses

Other Continuing Education

Fresh graduates start as Trainee Analyst

Total Fixed CTC

Potential Variable Pay

Total Potential CTC

Managers send-off presentation

Deep-dive and read in-between the lines

Strive to do the best and that entails adopting new approaches

You create your future

If youve got what it takes, we want YOU on our team!!

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