Sonam Chawla
Senior Rfp Writer @Bmo Global Asset Management
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WORK HISTORY
Senior Rfp Writer @Bmo Global Asset Management
Toronto, ON, CA
EDUCATION
CFA Institute
CFA L1
Coursera
Certificate, Discounted Cash Flow Modeling
George Brown Polytechnic
Post Graduate Program, Financial Planning and Services
Dexter High School
High School Diploma
KD Rungta College of Science and Technology
Bachelor of Business Administration, Business Administration and Management, General
Noble Work Foundation
Certificate, Data Analysis in MS Excel
Noble Work Foundation
Python Financial Analysis: Investment & Data Fundamentals Certificate, Data Processing
ABOUT SONAM CHAWLA
Sales Support Associate with 5 years of experience in the asset management industry, with notable firms across the globe- Client acquisition and retention efforts by supporting institutional sales directors- Creating marketing collateral such as Market Commentary, Request for Proposals (RFP), Due Diligence Questionnaires (DDQ), Consultant Database Management, from concept to completion- Curious about ESG, worked on several ESG RFPs, and client queries- Received several internal awards for excellent work and maintaining RFP conversion success ratios-Implementing new software to optimise time management and establishing RFP standards across the firm.I am a quick learner and proactive member in every team!
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