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Sofie Williams

Sofie Williams

Summer Internship

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  • Timeline

  • About me

    Assistant Portfolio Manager at Cazenove Capital (Schroders) CISI IAD & CISI Chartered Wealth Manager Candidate

  • Education

    • Lancaster University

      2017 - 2020
      Bachelor of Science - BSc (Hons) Accounting and Finance

  • Experience

    • Citi

      Jun 2019 - Aug 2019
      Summer Internship

    • British Business Bank

      Feb 2021 - Dec 2021
      Investment Analyst

    • State Street

      Dec 2021 - Mar 2023
      Fixed Income Portfolio Analyst, Senior Associate

    • Cazenove Capital

      Mar 2023 - now
      Assistant Portfolio Manager

  • Licenses & Certifications

    • BMC

      Bloomberg LP
      May 2020

    • Investment Advice Diploma

      The Chartered Institute for Securities & Investment (The CISI)
      Jan 2024