Julia brings over 5 years of experience in investment management to IMP. Her background includes several roles which enhance her position as a business analyst at IMP. She was a Compliance Analyst for a global asset manager with $2.7 trillion AUM.
Prior to this role she was a Portfolio Accountant focused primarily in projects within Operations Technology and guideline monitoring for an employee-owned Investment Management firm (~$8 billion AUM). She was also a Portfolio Operations Associate at a leading global credit specialist.
Julia is also currently working towards her Chartered Financial Analyst (CFA) designation. Julia’s systems and software expertise include: Lz Sentinel, Bloomberg (AIM Compliance & API), Blackrock Aladdin (Compliance and Green Package), Barclay’s POINT, Portia, Currency Online, SentryPM, expert functions in Excel including Macros and VBA Script, and she has an interest in continuing to develop skills in SQL, R, and Python.