Zainab Furqan

Maintained comprehensive understanding of clients' needs and expectations, acting as liaison between clients and internal departments. Developed proficiency in Capital IQ and Capital IQ Pro, handling finance-related inquiries and building social skills while interacting with C-level industry leaders.

Conducted market research and analysis to identify investment opportunities aligned with clients' financial goals. Developed customized investment portfolios and strategies based on clients' risk profiles and market conditions, and provided ongoing monitoring and adjustments.

Founded and conceptualized Misaal from inception to execution, developing the brand's vision, mission, and strategic direction. Implemented innovative marketing and sales strategies to drive brand awareness and customer engagement.

Gained valuable hands-on experience and practical skills in banking operations, customer service, and financial management. Maintained knowledge of banking regulations and compliance requirements, adhering to legal and regulatory standards in all customer interactions and transactions.

Planned training schedules, prepared materials, and booked necessary rooms and facilities. Facilitated high-quality workshops, meetings, and demonstrations online and offline.

Contributed to business growth and market expansion initiatives as a Business Development Intern at an IT startup, leveraging analytical skills and market research to identify strategic opportunities.

Collaborated with fundraising teams to track donations, sponsorships, and grants, ensuring accurate recording and reporting of contributions. Managed the organization's finances, overseeing budgeting, expenditures, and financial reporting processes.

Supported Enterprise Sales Ops reporting and forecasting frameworks, performance summaries, and dashboard views focused on pipeline health, forecast trends, and sales team performance. Engineered reporting automations using advanced formula logic, lookup functions, and Apps Script to improve scalability and reduce manual intervention.

Participated in Applied AI Development Training, focusing on practical AI applications and development techniques.

Earned a Basic SQL Certification, covering foundational database querying and management skills.

Earned an Intermediate SQL Certification, advancing skills in complex queries and database operations.

Achieved IELTS Band 8, demonstrating advanced English language proficiency.

Completed a Behavioral Finance Module, gaining insights into the psychological factors influencing financial decision-making.

Pursued a BS in Accounting and Finance with a minor in Psychology, developing a strong foundation in financial principles and behavioral insights.

Completed a short course in French language, acquiring basic conversational and written proficiency.