Fundamental research. Technical analysis. AI-assisted workflows. JMN is the analyst capacity behind your senior research team — staffed by CMT® and CFA® professionals — extending your investment research house, fund house, buy-side, or sell-side desk without adding headcount.
JMN runs three dedicated departments — fundamental research, technical analysis, and AI-assisted research — each staffed by named analysts with their own credentials and coverage discipline. Engage one department or all three, depending on what your desk needs this quarter.
AI-enabled outsourcing has a credibility problem industry-wide — confidently wrong outputs, unclear audit trails, vendors who can't say which tool touched what. We answer the four questions a sophisticated research head will ask before trusting any AI-assisted deliverable.
Founded in 2005 by S.V. (Bala) Balachander — formerly at Waterstone Capital Management, Payden & Rygel, Allstate Insurance, and Wells Fargo Financial — JMN was built on one thesis: institutional research quality has no geographic boundary.
We do not operate as a vendor. We operate as an invisible extension of your team. Your methodology. Your templates. Your house style. Published under your name. Before your opening bell.
The work that stays with us: modelling, earnings extraction, morning notes, sector coverage, initiation support. The work that stays with you: the call, the recommendation, the client relationship.
| Capability | JMN | Typical offshore KPO | Large offshore firm |
|---|---|---|---|
| Named dedicated analyst (not shared pool) | ✓ Always | ✗ Shared pool | Varies |
| CMT® Charterholders on technical research | ✓ Yes | ✗ Rarely | ✗ Rarely |
| Founder with US fund management background | ✓ 20+ years US-side | ✗ Typically not | ✗ Typically not |
| Adapts to client templates & house style | ✓ Fully | Partially | Partially |
| SEBI Registered Research Analyst | ✓ INH000XXXXXX | Not always | ✓ Usually |
| Proven through 2008 financial crisis | ✓ Continuous since 2005 | ✗ Often newer | Some |
| Fixed income + equity + technical coverage | ✓ All three | Usually one | ✓ Usually |
| 4-week structured pilot available | ✓ Named programme | Ad hoc | Ad hoc |
Every designation below is held by an individual member of the JMN team. We are not "certified by" or "endorsed by" CFA Institute or the CMT Association — those bodies certify people, not companies. Our analysts are those people.
Every person below is a real, named professional with verifiable credentials. When you engage JMN, you know exactly who is producing your research — not an anonymous resource pool.
A complete picture of sectors, asset classes, geographies, and output types. If a research director asks "do you cover X?" — the answer is on this page.
Three redacted, anonymised deliverables — a morning note, an earnings model, and a CMT® technical report. No obligation. Reviewed by a JMN senior analyst before it reaches you.
Submit your details and receive three real, redacted JMN deliverables by email within one business day. A senior analyst will follow up to answer questions about format, depth, or coverage fit — only if you want that conversation.
Choose the structure that matches your team's needs. Every model comes with the same quality standard, the same named-analyst approach, and the same commitment to your methodology.
Offshore economics are real — but they only matter if quality is real too. JMN delivers both. Here is the cost structure, without the vagueness.
Every deliverable follows the same five-step process, whether it touches AI or not. AI accelerates extraction and structuring — it never writes the judgement that goes out under your name.
Tier I banks have procurement and legal checklists. This section is written for the people who fill them in. If anything here requires documentation, ask — we have it.
These outcomes are from long-term partnerships. JMN has served clients continuously through the 2008 financial crisis, COVID volatility, and beyond. Consistency across cycles is the hardest thing to fake.
JMN publishes on markets, methodology, and the future of institutional research. Written by practitioners, not marketers.
The procurement checklist for offshore research is predictable. Here are the answers, in full.
A plain-language summary. The full policy is available on request and will govern any data submitted through this site.
The question is not whether offshore research works. It is whether your partner is good enough to be invisible. Let JMN show you — starting with three sample deliverables, no commitment required.
📅 Or request a 20-minute call by email →