Joe Jefferies, CFA
University of Bath
Tell me more about Joe Jefferies, CFA?
Joe Jefferies is an experienced professional with 11.3 years of work experience. He possesses a wide range of skills including Microsoft Office, teamwork, customer service, research, and time management. Joe has a 2:1 degree in Economics and has passed all 3 levels of CFA exams. He has worked at Wellington Management's Client Services Group and Bank of Tokyo Mitsubishi's Compliance Department. Joe also has experience as a Compliance Intern at MUFG and Aspen Insurance Group. He is currently based in London, United Kingdom.
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About
Investor Relations at Capula Investment Management LLP. University of Bath 2:1 degree in Economics (Bsc Hons). Passed all 3 levels of CFA exams, each on first attempt. Previous experience with Wellington Management's Client Services Group (2.5 years), Bank of Tokyo Mitsubishi's Compliance Department (internship) and Aspen Insurance (internship).
Work Experience
finance at capula investment management llp
Investment Management
Joe Jefferies, CFA's Professional Milestones
- Compliance Intern (2015-07-01~2015-08-01): Developed and implemented a comprehensive compliance program to ensure adherence to industry regulations and industry standards.
- Client Analyst Cooperative (2016-07-01~2017-07-01): Provided reliable and thorough analysis for clients, driving informed decision-making and optimizing business performance.
Education
2:1
1388534400-1514764800Skill
Microsoft Office
Microsoft Excel
Microsoft Word
Powerpoint
Teamwork
Customer Service
Research
Time Management
Leadership
Public Speaking
Social Media
English
Team Leadership
Sales
Certification
Colleagues
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Frequently asked questions
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Joe Jefferies, CFA works for Capula Investment Management LLP
Joe Jefferies, CFA's role in Capula Investment Management LLP is finance at capula investment management llp
Joe Jefferies, CFA works in the industry of Investment Management
Joe Jefferies, CFA's colleagues are Fredrik Gentzel,Rupert Terry,Michelle Bedwin
Joe Jefferies, CFA's latest job experience is finance at capula investment management llp at Capula Investment Management LLP
Joe Jefferies, CFA's latest education in University of Bath