Pooja Jain
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.
- Partnered with Sales, Performance, Compliance, and Product teams to collect essential information and data inputs.
- Worked with diverse teams to streamline processes and reduce 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
- Experienced in crafting RFPs with a focus on asset management.
- Extensive multi-client exposure from EMEA and U.S. regions.
- Built strong relationships with internal stakeholders and subject matter experts, integral in the review and approval of RFPs, RFIs, and DDQs.
- Collaborated on maintaining current content in partnership with the database manager (Qvidian/PMAPS).
Education
Ontario College Graduate Certificate - Global Business Management
Sault College
Brampton, Canada08.2025
MBA - Finance And Marketing
Institute of Management Technology
Nagpur, India03.2017
BBA - Financial Management
St. Xavier's College
Kolkata, India03.2014
Skills
- Data Analytics
- Financial Modeling
- Investment Strategy
- Financial Analysis
- Developing Proposals
- Portfolio Management
- Presentation Skills
- Project Management
- Investment Strategies
- Effective Communication
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
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Product Marketing Analyst
Northern Trust
03.2021 - 09.2023
Associate
Acuity Knowledge Partners
05.2017 - 03.2021
Ontario College Graduate Certificate - Global Business Management
Sault College
MBA - Finance And Marketing
Institute of Management Technology
BBA - Financial Management
St. Xavier's College
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