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Sam Jacob, Associate (Operations)

Sam Jacob

Associate (Operations)·Fidelity Investments

Kuwait

Master's degree, Post Graduate Diploma (PGDip) Finance & Investment

Work experience

Total years of experience: 0 years, 10 months

Associate (Operations)

October 2010 - July 2011

Fidelity Investments

Bengaluru, India

October 2010 - 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

Company industry:
Financial Services
Job role:
Support Services

Education

University of Edinburgh

November 2011

November 2011

Master's degree, Post Graduate Diploma (PGDip) Finance & Investment

United Kingdom

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

Christ College

May 2009

May 2009

Bachelor's degree, Bachelor of Commerce (B.com-Finance)

India

GPA (point): 3 out of 4

GPA (point): 3 out of 4

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

Skills

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

Languages

English
Expert
Hindi
Intermediate
Malayalam
Expert
Arabic
Beginner