Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Pooja Jain

Brampton,ON

Summary

Well-versed in investment research and financial analysis. Meticulous and focused with an in-depth understanding of securities and asset management. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Product Marketing Analyst

Northern Trust
03.2021 - 09.2023
  • Coordinate, implement, and regularly update diverse product information across marketing collaterals, including Commentary, Pitch Books, and Product Profiles, on a quarterly basis.
  • Collaborate with various teams such as Sales, Performance, Compliance, and Product to gather pertinent information and data inputs.
  • Engage with different teams within the Automation project to streamline processes and minimize manual efforts in updating marketing materials.
  • Hold certification in the Seismic tool and, as a premium user, adeptly manage and update documents on Seismic regularly.
  • Address inquiries from Sales and other partners and assist in preparing ad-hoc requests.

Associate

Acuity Knowledge Partners
05.2017 - 03.2021
  • Over 3 years of hands-on experience in crafting RFPs, with a focus on the asset management industry.
  • Extensive multi-client exposure from EMEA and U.S. regions.
  • Established effective relationships with internal stakeholders and subject matter experts involved in reviewing and approving RFPs, RFIs, and DDQs.
  • Assisted in database management, ensuring up-to-date content in collaboration with the database manager (Qvidian/PMAPS).
  • Proofreading, second level review and training new joiners on the entire RFPs process within the organization.


Education

MBA - Finance And Marketing

Institute of Management Technology
Nagpur, India
03.2017

BBA - Financial Management

St. Xavier's College
Kolkata, India
03.2014

Skills

  • Data Analytics
  • Financial Modeling
  • Investment Strategy
  • Capital Market Analysis
  • Financial Analysis
  • Developing Proposals
  • Portfolio Management
  • Presentation Skills
  • Project Management
  • Investment Strategies

Accomplishments

  • Recognized as a "Rising Star" for Q1 2018.
  • Awarded as the "Most Valuable Player" for Q2 2019.

Certification


  • Personal Finance Essentials by McGill University - Desautels Faculty of Management - August 2023
  • Investment Foundations certificate by CFA Institute - September 2021

Timeline

Product Marketing Analyst

Northern Trust
03.2021 - 09.2023

Associate

Acuity Knowledge Partners
05.2017 - 03.2021

MBA - Finance And Marketing

Institute of Management Technology

BBA - Financial Management

St. Xavier's College

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Pooja Jain