Tanveer M.

Key Skills

Software

Other

Top Subject Matter

Financial compliance (investment services, ESG, trade compliance)

Primary education (CBSE-aligned worksheet and assessment preparation)

Wealth Management

Top Data Types

Document

Text

Image

Top Task Types

Data Collection

Question Answering

Freelancer Overview

Primary School Facilitator with prior experience in Wealth Management & Investment Compliance. Worked on professional workflows and has experience in research and execution. Education includes Company Secretary, Professional Level, Institute of Company Secretaries of India (2022) and Bachelor of Commerce, St. Francis College For Women (2014).

Labeling Experience

Primary School Facilitator – Edify World School, Attapur (CBSE Curriculum)

OtherTextQuestion Answering

Created educational worksheets, assignments, and assessment papers aligned with the CBSE curriculum for classroom use. Monitored student progress and supported academic development through structured classroom activities. Maintained student records and collaborated with teachers and parents to support learning outcomes. • Prepared worksheets, assignments, and assessment papers aligned with CBSE. • Managed classroom activities and maintained a positive learning environment. • Monitored student progress and supported academic development. • Maintained discipline, attendance, and classroom records while coordinating with parents/teachers.

2024 - Present

Compliance Business Analyst – Franklin Templeton Investment Services Ltd

OtherDocumentData Collection

Handled compliance-related document review and test updates as part of post- and pre-trade compliance workflows. Reviewed and monitored breach logs and prepared periodic certifications for compliance tracking. Performed account and policy statement checks to ensure required ESG and investment policy conditions were met. • Conducted account review processes and updated compliance tests. • Prepared quarterly certifications and monitored breach logs. • Reviewed investment policy statements and ESG tests. • Retrieved financial data using Bloomberg Terminal to support compliance checks.

2023 - 2024

Education

Work History