Jainam Punamiya
Quality Assurance Specialist
Mumbai
Summary
In-depth Quality Assurance Specialist with success in prioritization and multitasking. Exceptional communication and organizational skills. Committed to paying impeccable attention to reviews and auditing procedures.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
Work History
Quality Assurance Specialist
Morningstar
Navi Mumbai
02.2020 - Current
- Accurately and efficiently collecting the data on companies, deals, people, funds, investors, and service providers across the en re private investment life cycle
- Picking out relevant information from news, regulatory filings, and websites to collect key data points on financing rounds, company management, and financials, etc, and enter those in a web based tool.
- As a Quality Assurance Specialist keeping a check on the Quality of work of the team members ans pushing the team members to meet the targets in terms of quality and numbers.
- Generating and using PowerBI generated reports for keeping the checks, monitoring and for managing the workflow.
- Giving process trainings to the new employees in the team.
- As a primary researcher working directly on the informa on provided by the Investors and Companies through Pitchbook surveys
- Learn methodology and processes quickly and be able to apply that knowledge consistently
- Understanding and learning financial concepts and figures
- Identifying areas for improvement across processes and tools.
Associate Financial Analyst
CRISIL
Mumbai
10.2018 - 09.2019
- Worked on The Utilities, Transportation, and Education Sectors of the United States of America.
- Sourcing the Publicly available financial and other related data from various sources
- Working on confidential client data and maintaining their confidentiality.
- Gathering these data from various different sources.
- Processing these data into CreditScope for valuable outputs.
- Work involved practical implementation of my knowledge of financial statements and accounting
- Calls and Con Calls with the Primary Analysts and RAIT Analysts discussing the key issues faced
- Timely processing the credits under the strict time deadlines.
Management Trainee
AK Capital Services
Ahmedabad
06.2018 - 09.2018
- Bonds Market Investment Advisory services to allocated Corporate clients.
- Single handedly took care of all the AK Capital clients based in Gujarat region.
- Work involved persuading and adding new clients to the list of clientele
- Sending Quotations, updating the clients of any new issues, and maintaining good relations with clients.
- Valuing the Bonds based on their projected cash flows in terms of price and yield.
Internship
The Dahanu Janta Co-Operative Bank
Dahanu
02.2017 - 04.2020
- Handling the front desk and directly interacting with the customers and helping them out with their queries.
- Working on their Banking So ware called “OMNI”.
- March Ending Accounting work.
- Making the Reconciliation of accounts with the head branch and TDS adjustments.
Education
CFA Level 1 - Chartered Financial Analyst
CFA
USA 07.2020 - 02.2021
MBA - Finance
IBS Mumbai
Mumbai 06.2016 - 08.2018
Bachelor of Commerce - Commerce And Finance
Mithibai College
Mumbai 06.2013 - 06.2016
XII - Commerce
Mithibai College
Mumbai 06.2011 - 06.2012
X - High School
Shirin Dinyar Irani Learners Academy
Dahanu 06.2009 - 06.2010
Skills
Computer Literate
Analytical skills
Verbal and Written communication
Financial Statement Analysis
MS Office Tools
Tableau
PowerBI
Cultural Awareness
Quality Assurance
My SQL
Additional Information
Linkedin ID: http://httpa//www.linkedin.com/in/jainam-punamiya-549773136
Timeline
CFA Level 1 - Chartered Financial Analyst
CFA
07.2020 - 02.2021
Quality Assurance Specialist
Morningstar
02.2020 - Current
Associate Financial Analyst
CRISIL
10.2018 - 09.2019
Management Trainee
AK Capital Services
06.2018 - 09.2018
Internship
The Dahanu Janta Co-Operative Bank
02.2017 - 04.2020
MBA - Finance
IBS Mumbai
06.2016 - 08.2018
Bachelor of Commerce - Commerce And Finance
Mithibai College
06.2013 - 06.2016
XII - Commerce
Mithibai College
06.2011 - 06.2012
X - High School
Shirin Dinyar Irani Learners Academy
06.2009 - 06.2010