Sam Jacob, Associate (Operations)

Sam Jacob

Associate (Operations)

Fidelity Investments

Location
Kuwait - Al Kuwait
Education
Master's degree, Post Graduate Diploma (PGDip) Finance & Investment
Experience
0 years, 10 Months

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Work Experience

Total years of experience :0 years, 10 Months

Associate (Operations) at Fidelity Investments
  • India - Bengaluru
  • October 2010 to July 2011

I was responsible for calculating DB (Defined benefits) pension plan amounts using MS excel for employees retiring from the client company in the U.S.

I also trained new associates on the calculation work process

Education

Master's degree, Post Graduate Diploma (PGDip) Finance & Investment
  • at University of Edinburgh
  • November 2011

Modules included were - -Financial Markets -Investment mathematics -Corporate Finance & Accounting -Economics -Investment management -Behavioral finance & market anomalies -Research methods in Finance

Bachelor's degree, Bachelor of Commerce (B.com-Finance)
  • at Christ College
  • May 2009

Modules Included :- -Corporate Accounts -Economics -Marketing management -Human resource management -Organizational behavior -Research Methodology -Cost accountancy -Management Accounting -Investment management -International financial management -IT for business I was also actively involved with the University Cultural Team and University Choir

Specialties & Skills

Operations Training
Fast Learning
Microsoft Office
Data Research
Team oriented
WRDS ( Wharton Research Data services)
MS Office

Languages

English
Expert
Hindi
Intermediate
Malayalam
Expert
Arabic
Beginner