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Discover Our Services

  • We provide a completely hands-off, turnkey approach to outsourced analyst services. Here is how it works:

    Understanding You

    The first step in the process is for us to take the time to get to know you, your business, and determine how we can best help.

    We think about how many analysts you need, how often you need them, and the type of tasks you need them to do. Whatever this turns out to be, rest assured UniPoint Partners can deliver you the best.

    Step 1

    Understanding You

    Step 2

    Recruiting Talent

    Recruiting Talent

    Once we have a better understanding of what you and your business needs, we begin our recruiting process.

    Leaving no stone unturned, we assess candidates on a strict set of motivational, behavioural and technical questions to make sure their values and motivation is perfectly aligned with that of your organisation.

    You will also have the peace of mind that you will have access to some of the best candidates in the country, as we recruit from a highly selective group of tertiary institutions across the United Kingdom.

    Step 3

    Comprehensive Training

    Comprehensive Training

    Once selected, to make sure your analysts are trained to the highest of standards, we have partnered up with leading training firms including Financial Edge and WallStreetOasis, to put a formal, structured training programme in place for our analysts.

    Your analysts will be proficient in financial accounting and valuation, alongside being well versed in Microsoft Office applications including Excel and PowerPoint.

    Step 4

    Team Lead

    Team Lead

    Once your analyst(s) have been selected and trained, you will be assigned a team lead, who is the bridge between your firm and UniPoint (and the analysts). We are here to help free up valuable time for you to focus on growing your business, rather than focusing on the work which can be outsourced.

    The team lead is the direct contact you will present any workstreams to, who will then delegate, oversee and manage the analysts assigned to you (to ensure their output is to the highest of standards). This way your time isn't caught up with the analysts.

    Note: this is here for your convenience. You will still be able to have direct contact with your analysts, but it isn't imperative.

    Step 5

    Transaction Execution

    Transaction Execution

    Your assigned analysts and team lead work on delivering you with nothing but the highest quality work, whatever the task.

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