Saba P. Email & Phone Number
Who is Saba P.? Overview
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Saba P. is listed as Financial Advisor (Personal Insurance) at BrokerLink, a with 3056 employees, based in Scarborough, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Saba P..
Saba P. previously worked as PI Advisor at Brokerlink and Fitness Coach (Sales Associate) at Goodlife Fitness. Saba P. holds Post Graduate Program, Financial Planning And Services from Seneca Polytechnic.
Email format at BrokerLink
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About Saba P.
Results-oriented financial analyst with a strong background in Private Equity, boasting expertise in platforms like Capital IQ, Preqin, Salesforce, and Pitchbook. Former Audit and Assurance Services Analyst at Deloitte, contributing significantly to the success of the PEI practice. Successfully managed Private Equity data at S&P Global, excelling in research, data analysis, and visualization using tools like PowerBI and VBA. Recently completed a Financial Planning Certificate at Seneca Polytechnic, complementing a solid academic foundation. With 3 years of experience, I specialize in profiling investment strategies, funds, and portfolios of private equity and venture capital firms. Acknowledged as a "Rockstar Rookie" for outstanding performance. Proven ability to work on large volumes of data, execute SQL queries, and consistently meet individual and team targets. Seeking opportunities to leverage skills in Private Equity and data analytics for impactful contributions.
Saba P.'s current company
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Saba P. work experience
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Pi Advisor
Current
Fitness Coach (Sales Associate)
Audit & Assurance Services Analyst
• Experienced in Private Equity investments within the US market, collaborating closely with the customer vertical team.• Proficient in communication, demonstrating the ability to convey complex financial insights clearly.• Highly detail-oriented, ensuring accuracy and precision in data analysis.• Skilled in financial analysis, consistently providing valuable insights and recommendations.• Proficient in negotiation, fostering successful partnerships and expanding Private Equity data resources.• Numeracy expertise, enhancing product offerings through extensive research and market data analysis.
Data Analyst - Data Operations
o Experienced with Private Equity division of S&P, customer vertical team, previously on Surveys & Task and currently on Projects & Training team.o Defined ways for expansion of Private Equity data footprint and providing meaningful insights to enhance product offering by doing extensive research and analysis on various market data, PE firms through secondary research and reaching out to primary team.o Worked in multiple processes like Basic Validation and Revalidation of Datasets. Profiling investment strategies, funds and portfolios of private equity and venture capital firms.o Worked with Internal Quality Control (IQC Team)- Permission Based Role and to work as IQC analyst to provide accurate data to the clients.o Processed financial data depending on the processes cross-trained for and apply it in an accurate manner to the data collection tool called Celsus using technical and financial knowledge such as policies of each line item/tags and processes of vertical.o Delivered predefined individual and vertical’s targets including delivering outcomes with quality and productivity to meet vertical’s accuracy and timeliness target.o Skilled in using various applications and databases such as Capital IQ Pro, NewsEdge, Preqin, Sphere, Market Intelligence etc.o Awarded by the title “Rockstar Rookie” for Q4 2020.
Finance Intern
o Cultivated and strengthened relationships with new clients and educated clients on Mutual Funds.o Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.o Worked on the processing of different types of Insurance like medical claim insurance, motor insurance, fire insurance etc.o Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.o Recommended the Mutual funds as per the clients' risk profiling and prepared financial plans.
Colleagues at BrokerLink
Other employees you can reach at brokerlink.ca. View company contacts for 3056 employees →
Erica Alvarez
Colleague at BrokerlinkCalgary, Alberta, Canada
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HP
Hrithik Patel
Colleague at BrokerlinkToronto, Ontario, Canada
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AM
Anita Marleau
Colleague at BrokerlinkCanada
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SW
Sue Webb
Colleague at BrokerlinkHantsport, Nova Scotia, Canada
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Lise Lafreniere
Colleague at BrokerlinkGreater Sudbury, Ontario, Canada
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JW
Julie Wright
Colleague at BrokerlinkEdmonton, Alberta, Canada
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JP
Jennifer Pugsley
Colleague at BrokerlinkSt Albert, Alberta, Canada
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MB
Maya Badr
Colleague at BrokerlinkEgypt
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LB
Lance Bryce
Colleague at BrokerlinkEdmonton, Alberta, Canada
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PM
Paul Meyer
Colleague at BrokerlinkOakville, Ontario, Canada
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Saba P. education
Post Graduate Program, Financial Planning And Services
Post Graduate Diploma In Management, Finance, General, A
Bachelor Of Business Administration - Bba, Accounting And Business/Management, A
Intermediate, Science, 70%
81%
Frequently asked questions about Saba P.
Quick answers generated from the profile data available on this page.
What company does Saba P. work for?
Saba P. works for BrokerLink.
What is Saba P.'s role at BrokerLink?
Saba P. is listed as Financial Advisor (Personal Insurance) at BrokerLink.
Where is Saba P. based?
Saba P. is based in Scarborough, Ontario, Canada while working with BrokerLink.
What companies has Saba P. worked for?
Saba P. has worked for Brokerlink, Goodlife Fitness, Deloitte, S&P Global Market Intelligence, and Excellent Investment Advisorz Private Limited.
Who are Saba P.'s colleagues at BrokerLink?
Saba P.'s colleagues at BrokerLink include Erica Alvarez, Hrithik Patel, Anita Marleau, Sue Webb, and Lise Lafreniere.
How can I contact Saba P.?
You can use AeroLeads to view verified contact signals for Saba P. at BrokerLink, including work email, phone, and LinkedIn data when available.
What schools did Saba P. attend?
Saba P. holds Post Graduate Program, Financial Planning And Services from Seneca Polytechnic.
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