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Jainam Punamiya

Jainam Punamiya

Management Trainee

location of Jainam PunamiyaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Quality Assurance Specialist at Morningstar | CFA Level 2 candidate

  • Education

    • Mithibai College, Ville Parle

      -
      Bachelor of Commerce - BCom Business/Commerce, General

    • CFA Institute

      2019 - 2020
      Level 1 Investments and Securities Passed

      CFA Level 1 cleared in first attempt.

    • The ICFAI University, Dehradun

      2016 - 2018
      Master of Business Administration - MBA Finance and Marketing A Grade

      Major- FinanceMinor- Marketing

    • IBS Mumbai

      2016 - 2018
      PGPM- Finance Accounting and Finance 7.61/10

      PGPM - Core Finance

  • Experience

    • AK Capital Services Ltd (AKCPS)

      Jun 2018 - Sept 2018
      Management Trainee

      Bonds market investment advisory for PF funds

    • CRISIL Global Research & Risk Solutions

      Oct 2018 - Sept 2019
      Associate Financial Analyst

    • Morningstar

      Feb 2020 - now

      • Quality Assurance Specialist

        Oct 2022 - now

      • Senior Research Associate

        Sept 2021 - Oct 2022

      • Associate Researcher

        Feb 2020 - Sept 2021

  • Licenses & Certifications

    • Introduction to 3-Statement Modeling

      Corporate Finance Institute
      Mar 2024
      View certificate certificate

    • Financial Analysis Fundamentals

      Corporate Finance Institute
      Jan 2024
      View certificate certificate

    • Accounting Principles and Standards

      Corporate Finance Institute
      Dec 2023
      View certificate certificate

    • Introduction to Business Valuation

      Corporate Finance Institute
      Oct 2023
      View certificate certificate

    • Corporate Finance Fundamentals

      Corporate Finance Institute
      Sept 2023
      View certificate certificate

    • Math for Finance Professionals

      Corporate Finance Institute
      Sept 2023
      View certificate certificate

    • Reading Financial Statements

      Corporate Finance Institute
      Sept 2023
      View certificate certificate

    • Analyzing Growth Drivers & Business Risks

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • Banking Products and Services

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • Capital IQ Fundamentals

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • Careers in Financial Planning and Wealth Management

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • Excel Fundamentals – Formulas for Finance

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • Professional Ethics

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • The Role of the FP&A Professional

      Corporate Finance Institute
      Aug 2023
      View certificate certificate

    • Business Intelligence using Power BI

      Microsoft
      May 2024
      View certificate certificate

    • Chat GPT and AI hacks with MS Office

      Skill Nation
      Feb 2024