SQL (Data querying & validation)
Monica Poojary
Governance & ESG Analyst | Proxy & Stewardship Research
Dubai,
Summary
Governance and ESG professional with 3.5+ years of experience across corporate governance, stewardship, ESG analysis, and financial risk management. Proven track record supporting global institutional clients at ISS, Edelweiss, and Datamatics by strengthening regulatory compliance, improving data quality, and enhancing risk reporting. Brings strong expertise in ESG assessments, AML/KYC, client advisory, and data-driven process improvement.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Analyst
ISS | Institutional Shareholder Services
09.2022 - 03.2026
- Delivered governance and ESG analysis to support institutional investor stewardship and proxy research across global markets.
- Assessed corporate disclosures, board structures, and governance practices in line with established analytical frameworks and methodologies.
- Appointed Lead Point of Contact and primary trainer for the Mumbai team, driving quality outcomes, and achieving 98% PCS.
- Supported data quality assurance and user acceptance testing (UAT) processes to ensure the accuracy, consistency, and integrity of ESG datasets.
- Identified and escalated data issues through JIRA, performed root-cause analysis, and partnered with stakeholders to drive remediation.
- Contributed to governance assessments for publicly listed companies across assigned international markets.
Wealth Advisor
Edelweiss Financial Services Limited
02.2021 - 07.2022
- Led the execution of client trades across equities and derivatives, ensuring alignment with investment mandates and market conditions.
- Advised 12 high-net-worth clients on portfolio construction and asset allocation strategies.
- Distributed more than 20 broad ranges of investment products, including structured products, fixed-income securities, and private equity funds.
Quality Analyst
Datamatics
12.2016 - 05.2018
- Performed quality assurance reviews on financial datasets for Fitch in accordance with defined governance standards and client specifications.
- Supported data governance and control frameworks by identifying process gaps, and recommending remediation actions.
- Provided oversight and feedback to data-spreading teams to strengthen accuracy, consistency, and audit readiness.
- Contributed to continuous improvement initiatives aimed at enhancing control effectiveness and regulatory alignment.
Education
MBA - Accounting And Finance
Thakur Institute of Management Studies And Research
Mumbai, India 04.2001 -
Skills
Corporate Governance & ESG Analysis
Proxy & Stewardship Research
Regulatory Compliance
SQL & Databases
Data Analysis & Validation
Financial Statement Analysis
Accomplishments
- Recognized as Q3 Shining Star in 2023 and 2024 at ISS for high performance and quality delivery.
- Collaborated with a six-member team to develop and implement DCT enhancements, improving process efficiency and control quality.
- Introduced AI-driven data acquisition processes that reduced encoding errors and increased Market PCS to 96.73% across Mumbai and Manila teams.
Software
Microsoft Excel (Advanced – Pivot Tables, XLOOKUP)
Certification
NISM Series VIII – Equity Derivatives
Timeline
Analyst
ISS | Institutional Shareholder Services
09.2022 - 03.2026
Wealth Advisor
Edelweiss Financial Services Limited
02.2021 - 07.2022
Quality Analyst
Datamatics
12.2016 - 05.2018
MBA - Accounting And Finance
Thakur Institute of Management Studies And Research
04.2001 -
Declaration
I hereby declare that the information furnished above is true and correct to the best of my knowledge.