Pooja Mhatre

Pooja Mhatre

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location of Pooja MhatreMumbai, Maharashtra, India

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  • Timeline

  • About me

    Vice President at Coalition Greenwich

  • Education

    • Institute of Management and Computer Studies

      2009 - 2011
      Master's in Management Studies Finance
    • Model college Dombivli

      2006 - 2008
      Bachelor of Commerce (B.Com.) Accounting & Finance Distinction
  • Experience

    • Coalition Development

      Mar 2012 - Mar 2021

      Client Analytics - Investment Banking Sector Perform market and competitive analysis of Investment Bank performance across Global Markets products ie. Equities – Cash, Prime services, Derivatives and Futures and Fixed Income - Rates, Credit, Foreign exchange, Securitization, , Emerging Markets and Municipals with Wallet, share of Market, Rank and Gap analysis across 1750+ institutional clients and 6 regions.Developing Q2 analysis to collaborate quantitative data ie. Coalition wallets analysis with qualitative data of Greenwich Voice of client feedback on performance, action to gain market share and alert to defend against risk. Show less

      • Associate Vice President

        Apr 2019 - Mar 2021
      • Associate

        Nov 2016 - Mar 2019
      • Associate

        Jan 2015 - Nov 2016
      • Senior Research Analyst

        Mar 2013 - Jan 2015
      • Data Analyst

        Mar 2012 - Mar 2013
    • Coalition Greenwich (a division of CRISIL)

      Apr 2022 - now
      Vice President

      Client Intelligence – Q2 (Investment Banking Sector)Quantitative Benchmarking - Wallet, Share, Rank, Gap analysis for Top 1700 Institutional clients Qualitative Benchmarking - Voice of the Client analysis is developed based on over 8,000 conversations directly with buy-side clients to provide unique and client driven insight

    • Crisil Coalition Greenwich

      -
      Vice President
  • Licenses & Certifications