Jonathan Carter Acma, Cgma
About Jonathan Carter Acma, Cgma
Jonathan Carter is an Associate Director of Strategic Finance at Apollo Global Management LLC, with a background in financial analysis and planning at notable institutions like J.P. Morgan and Barclays. He holds a BA in Business and Management from the University of Exeter and is a Chartered Global Management Accountant.
Current Role at Apollo Global Management
Jonathan Carter serves as the Associate Director of Strategic Finance at Apollo Global Management LLC. He has held this position since 2019, contributing to the firm's financial strategy and planning initiatives. His role involves overseeing financial operations and supporting decision-making processes within the organization.
Previous Experience at J.P. Morgan Asset Management
Jonathan Carter worked at J.P. Morgan Asset Management for four years, from 2013 to 2017. He began as a Financial Analyst from 2013 to 2015, where he was involved in financial analysis and reporting. He then progressed to the role of Financial Planning & Analysis Associate from 2015 to 2017, focusing on financial planning and strategic analysis in London, United Kingdom.
Experience at Barclays Wealth Management
From 2017 to 2019, Jonathan Carter worked at Barclays Wealth Management as a Finance Business Partner in Global Investments & Solutions. In this role, he collaborated with various teams to align financial strategies with business objectives, further enhancing his expertise in finance within the investment sector.
Educational Background and Qualifications
Jonathan Carter has a strong educational background in finance and management. He studied at the University of Exeter, earning a BA in Business and Management from 2009 to 2013. He also completed the Investment Management Certificate from the CFA Institute in 2013. Additionally, he achieved the Chartered Global Management Accountant designation from The Chartered Institute of Management Accountants between 2014 and 2016.
Early Career and Work Experience
Jonathan Carter began his career with various roles that provided foundational experience in finance. He worked as a Finance Analyst at ICAP from 2011 to 2012 and completed a work experience placement at HSBC in 2007. His early education at King Edward VI School for Boys in Stratford Upon Avon from 2002 to 2009 laid the groundwork for his future studies and career in finance.