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About
Pooja Keshan is an investment professional who served as an Assistant Securities Analyst at Cutler Capital Management, LLC in Santa Clara, California from September 2018 to May 2019. In this capacity, she contributed to equity research, supporting portfolio managers with security selection and analysis processes central to the firm's income-oriented and risk-adjusted investment strategies. Her role particularly involved evaluating public securities, developing financial models, and supporting broader investment research initiatives.
Prior to joining Cutler Capital, Pooja gained experience as a Graduate Assistant at Clark University’s Stevenish Career Management Center, and as an Equity Research Analyst at Clark Wealth Management, where she focused on public equities and portfolio analysis. Her exposure includes research within equities, convertible securities, and financial sector investments—areas of focus that align with Cutler Capital Management’s specialty in income-driven asset management and specialized market segments.
Pooja holds academic credentials including a Bachelor of Commerce in Accounting and Finance from J D Birla Institute, and advanced professional qualifications from the Institute of Chartered Accountants of India and the Institute of Company Secretaries of India. She also earned a graduate degree from Clark University, reflecting a well-rounded expertise in accounting, finance, and securities analysis that underpin her contributions to the investment research and portfolio management process.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cutler Capital Management LLC | Assistant Securities Analyst | Sep 2018 to May 2019 | * Gathered and filtered daily research reports for research morning meeting
* Maintained and reviewed industry analysis research for each of CCM's investments
* Aggregated appropriate information for ... |
| Clark University Stevenish Career Management Center | Graduate Assistant | Sep 2017 to May 2019 | * Worked with students to address queries on internship and other technical difficulties on GSOM Recruiter site/ Handshake.
* Worked on several projects involving the use of advanced Excel/charts to m... |
| Clark Wealth Management | Equity Research Analyst | Sep 2018 to Dec 2018 | * Managed a portion of Clark's Endowment fund to ensure wealth maximization over the long-term
* Worked with equities, fixed income and alternative asset classes to outperform the benchmark
* Devised ... |
| Clark University | Graduate Teaching Assistant - Financial Management | Sep 2018 to Dec 2018 | Worked with Graduate students to assist them with coursework Graded materials and moderated online peer discussion forums Topics handled: Financial Statements Analysis (Ratio, Liquidity), Working Capi... |
| Mihup Communications Private Limited | Financial Advisor | May 2016 to Dec 2018 | Advised promoters about business structuring including ascertainment of type of legal entity, incorporation of a company, structuring of kind of capital like preference, equity, CCPS Reviewed and vali... |
| Reliance Capital | Treasury Intern | Jun 2018 to Aug 2018 | * Assessed the various short-term and long term credit instruments, issuance process
* Analysed how funds are secured and obtained for daily operations in an NBFC industry
* Initiated Development of C... |
| Jain Saraogi & Co. | Partner | Jul 2016 to Aug 2017 | * Jain Saraogi & Co., Chartered Accountants was established in the year 1965 by late Mr. Ratan Lal Jain. The variety of services offered by the firm are assurance, taxation, management consultancy and... |
| Jain Saraogi & Co. | Tax Analyst | Jan 2016 to Jun 2016 | * Prepared and reviewed income tax returns for corporations and multinationals
* Interacted with clients, both domestic and international, on a variety of tax issues such as Transfer Pricing, PMGKY el... |
| Jain Saraogi & Co. | Audit Senior Assistant | Apr 2015 to Dec 2015 | * Served as liaison between external auditors and management, compiled responses to audit reports
* Identified lapses in internal controls and recommended and formulated procedures to eliminate it |
| Jain Saraogi & Co. | Article Assistant | Apr 2012 to Apr 2015 | * Reviewed compliance to accounting systems, supervised timely preparation of accounts and finalization
* Rewarded with ‘Budding Professional’ Award for exemplary performance |
Education
Clark University
2017 — 2019
The Institute of Chartered Accountants of India
2010 — 2015
Institute of Company Secretaries of India
2012 — 2014
J D Birla Institute
Bachelor of Commerce, Accounting, Finance
2010 — 2013
Others at Cutler Capital Management, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Director of Research and Portfolio Manager | MA , United States |
 | Managing Director | RI , United States |
M Mitko Botev | Portfolio Manager | Worcester, MA , United States |
J James H. | Senior Fixed Income Research Analyst | Los Angeles, CA , United States |
 | Assistant Securities Analyst | Hudson, NY , United States |
 | Assistant Securities Analyst | Boston, MA , United States |
