MATHEW JOSEPH PONGONTHARA

LOYOLA RESIDENCE APT. 19 -7
SAINT MARY’S UNIVERSITY
HALIFAX, N S. B3H 3C3
CANADA.

Residence Telephone : (902) 429 - 1431
E-Mail : mathewpongonthara@usa.net
Home Page : https://members.tripod.com/~Pongonthara/Mathew.htm

Mission Statement

To be among the best practitioners in the investment profession, possessing a good balance of practical experience and sound theoretical knowledge in finance.

EDUCATION

Chartered Financial Analyst (Self Study - September 1996 onwards)

Association for Investment Management and Research, 5 Boar's Head Lane, P. O. Box Number 3668, Charlottesville, Virginia 22903 USA.
Passed the Chartered Financial Analyst Level I Examination held on 31 May 1997 in the first attempt. Currently registered as a Candidate for the Level II Examination to be held in May 1998.

Masters in Business Administration (Full Time - September 1995 to October 1997)

Saint Mary’s University Halifax, NS. B3H 3C3 CANADA.
Graduated from the program with a Cumulative Quality Point Average of 3.42 on a scale of 4.00

Canadian Securities Course (Self Study - April 1997 to August 1997)

The Canadian Securities Institute, 121 King Street West, Suite 1550, P.O.Box Number 113, Toronto, Ontario M5H 3T9 CANADA.
Passed the Canadian Securities Course in the first attempt with an aggregate final mark of 78.75%

C.A.Articleship (August 1981 to September 1984)

M/s Abdul Rahim & Co.,Chartered Accountants Alleppey - 688 001, Kerala State, INDIA.
Three years of Articles as specified by the Institute of Chartered Accountants of India, and their Postal Coaching Course, required to sit for the examinations of the Institute.

Bachelor of Science (July 1977 to April 1980)
Loyola College, University of Madras, Madras - 600 034 , INDIA.
 Undergraduate Degree in Mathematics from the University of Madras, with elective subjects Physics and Chemistry.

WORK EXPERIENCE (In India)

Investment Analyst (February 1990 to January 1995)

M/s. Geojit & Co., Stock, Share and Security dealers ,2nd Floor, 40/7997 Veekshanam Rd. Ernakulam, Cochin - 682 035, Kerala , INDIA.
Nature of Work
 Fundamental and Technical analysis of companies listed on the major Stock Exchanges of India. Assisting Portfolio Managers in tracking movements of scrips and assessing their relative strengths. Providing support in the Merchant Banking Division of the firm, for new Companies raising capital through Initial Public Offerings.(Full-time job)

Senior Accountant (October 1988 to January 1990)

M/s.M.P.Krishnakumar & Associates, Chartered Accountants, Alleppey -688 010, Kerala , INDIA.
Nature of Work
 Supervision of Junior Accountants. Preparation of Final Statements of Accounts of Public as well as Private Limited Companies, Partnerships and Sole Proprietorship concerns. Elementary taxation work related to the above. Audit assignments of the above mentioned types of entities.(Full-time job)

Junior Accountant (September 1984 to September 1988)

M/s. Abdul Rahim & Co., Chartered Accountants, Alleppey - 688 001, Kerala State, INDIA.
Nature of Work
Preparation of Final Statements of Accounts of Partnership firms, SoleProprietorships, Public and Private Limited Companies and Non - Profit Organizations. Have also done Audit assignments related to the above mentioned types of organizations.(Full-time job)

WORK EXPERIENCE (In Canada)

Student Caller (September 1995 to March 1996)

The Annual Fund Center, Saint Mary’s University, Halifax B3H 3C3, Nova Scotia, CANADA.
Nature of Work
 Obtaining pledges, over the phone, for contributions towards the Annual Fund of Saint Mary’s University, from Alumni and parents of students. (Part-time job).

Research Assistant (September 1996 to October 1997)

Dr. Colin Dodds, VP Academic & Research, Professor of Finance, Saint Mary’s University, Halifax., Nova Scotia, CANADA .
Nature of Work
 Assisting in obtaining data from various sources for his research papers. Preparation of documents and other work that is administrative in nature and related to his research activity. (Part-time job)

Teaching & Research Assistant ( September 1996 onwards)

Dr. Thomas Cheng, Professor of Accounting, Saint Mary’s University, Halifax, B3H 3C3, Nova Scotia, CANADA
Nature of Work
 Assisting in the proctoring of examinations, marking of assignments, and in obtaining data from various sources for his research activities. (Part-time job)

Teaching & Research Assistant (September 1996 to April 1997)

Dr. A.K Mukhopadhyay, Professor of Economics, Saint Mary’s University, Halifax, Nova Scotia, CANADA.
Nature of Work
 Assisting in the marking of tests, preparing data for research activities. (Part-time job)

Teaching & Research Assistant (January 1997 to April 1997)

Dr. T. Haridas, Professor of Management, Saint Mary’s University, Halifax, Nova Scotia, CANADA.
Nature of Work
 Assisting in the marking of tests, and preparing data for his research activities. (Part-time job)

AWARDS/ACCOMPLISHMENTS

Loyola School,Trivandrum-695 017, Kerala State, INDIA.(December 1976)

Area
Elected School Leader in 1976. Awarded citation for Best Boarder of the year, in 1976

Saint Mary’s University, Halifax B3H 3C3, Nova Scotia, CANADA. (October 1995)

Area
Took part in an integrated computer based business simulation workshop, titled The Market Place in which our team secured second place in its group.

Saint Mary’s University, Halifax, B3H 3C3, Nova Scotia, CANADA. (February 1996)

Area
Took part in a integrated computer based business simulation workshop, titled Mergers & Acquisitions in which our team secured the first place among the Investment Banking Teams.

Saint Mary’s University, Halifax, B3H 3C3, Nova Scotia, CANADA.(October 1996)

Area
Allister & Josephine Cannon Memorial Scholarship - Merit based graduate scholarship awarded to full-time graduate students based on their academic performance in the first year.

SKILLS/ABILITIES

Communication
 Active public speaker and debater at School and College. Taken part in class presentations at Saint Mary’s. Very good writing and speaking skills in English. Fluent in Malayalam. Passably good in Tamil.
Computer related
 Good working knowledge of MS Word 6.0, MS Excel 5.0, MS Powerpoint 4.0, MS Access 2.0, WordPerfect 6.1 and LOTUS 1 2 3. Reasonably good knowledge of SPSS. Proficient in the usage of Internet and E-Mail. In the process of acquiring expertise in Web Page design.

INTERESTS

Reading, Music, Hiking, Traveling.

MEMBERSHIPS

 MBA Society, Accounting Society, AIESEC Canada.

REFERENCES

 Provided on request.

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Updated: 21 October 1997