John Fernandez
Associate - Financial Marketing Services | Acuity Analytics | Post Grad - Financial Planning
- Role
- Financial Services Associate at Acuity Analytics
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About John Fernandez
I am a Financial Planning student at Humber College, on track to graduate in 2024 with a postgraduate degree in Financial Planning and Services. With a keen interest in financial analysis and a desire to deliver actionable insights, I have developed a strong analytical skill set through my education and work experience.Previously, I worked as a Financial Analyst at Northern Trust for a year, where I demonstrated expertise in financial reporting, data reconciliation, and regulatory compliance. I reconciled daily cash and positions, collaborated with cross-functional teams, and proactively identified and mitigated risks to optimize operational efficiency. I also leveraged my proficiency in Excel and my communication abilities to present findings and recommendations to stakeholders. My goal is to utilize my diverse skill set and passion for financial analysis to drive informed decision-making and foster growth within the financial sector.
Experience
Financial Services Associate
Jul 2025 — Present · Bengaluru, IN
Lead end-to-end project management of complex RFPs and DDQs for a top-tier global asset manager with $3 trillion AUM, ensuring timely and accurate responses to institutional and retail investors.Develop, structure, and enhance content libraries to optimise usability, tagging, and archiving for seamless knowledge retrieval across global teams.Collaborate with investment, product, and operational SMEs to craft compelling and client-specific responses for dynamic and non-standard due diligence questionnaires.Synthesise qualitative and quantitative data from proprietary/vendor-managed databases to deliver precise and persuasive submissions aligned with client expectations.Deliver executive summaries, Q&A documents, and supporting materials tailored to institutional client standards and compliance requirements.Drive process improvements and introduce best practices in RFP/DDQ response management, ensuring efficiency and consistency in large-scale, high-stakes submissions.Build subject matter expertise across investment vehicles—including mutual funds, SMAs, CITs, and commingled funds—while positioning the client’s strategies as market-leading solutions.
Education
York University School of Continuing Studies
Postgraduate Degree, Business Administration and Management, General
St Joseph's College of Commerce (Autonomous)
Bachelor of Business Administration - BBA, Accounting and Finance
2017 — 2020
Humber College
Postgraduate Degree, Financial Planning and Services
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