Deep Enrich
Robert Bloxham
Portfolio Manager
319 followers
Greater Sydney Area
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About me
Financial Planning and Analysis Manager
Education
CFA Institute
2017 - 2021CFA Program Level 3 Accounting and Finance PassCFA Program Level 3 - Pass
Macquarie University
2009 - 2014Bachelor of Applied Finance and Economics Finance and EconomicsActivities and Societies: ASOC, WANG, Ski Team
Macquarie University
2009 - 2013Bachelor's degree in Economics and Applied Finance Econometrics and Quantitative Economics
Experience
United Pacific Finance
Jan 2011 - Sept 2012Portfolio ManagerInvestment portfolio management and analysis.
Helia
Dec 2012 - nowStrategic Financial Analyst
Financial Planning and Analysis Manager
Jul 2023 - nowFinancial Projects Manager
Apr 2022 - Jul 2023Senior Financial Planning Analyst
Dec 2018 - Mar 2022Strategic Financial Analyst
Dec 2017 - Dec 2018Risk Analyst
Dec 2012 - Dec 2017
Licenses & Certifications
CFA Level 2
CFA InstituteAug 2019- View certificate
CFA Level 1
CFA InstituteJun 2017
Volunteer Experience
Child Care and Teaching
Issued by St Vincent de Paul Society Australia on Sept 2015Associated with Robert BloxhamManager
Issued by United Way Worldwide on Jun 2016Associated with Robert Bloxham
Languages
- enEnglish
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