James Robertson, Cfa
About James Robertson, Cfa
James Robertson is a New Business Underwriter for Trade Credit at QBE Insurance, where he has worked since 2018. He has a diverse background in finance and marketing, with previous roles at QBE Insurance, Coface, and Commonwealth Bank, and holds a CFA Charter.
Current Role at QBE Insurance Group
James Robertson currently serves as a New Business Underwriter Trade Credit at QBE Insurance, a position he has held since 2018 in London, United Kingdom. In this role, he utilizes his skills in marketing, commercial negotiation, and channel management to assess and underwrite trade credit risks. His expertise in financial analysis contributes to effective credit risk management, ensuring that the company's underwriting decisions align with its strategic objectives.
Previous Experience at QBE Insurance Group
Prior to his current role, James Robertson worked at QBE Insurance as a Business Development Manager for Credit & Surety from 2016 to 2018 in Sydney, Australia. During his tenure, he focused on developing business strategies and fostering client relationships to enhance the company's market presence in the credit and surety sectors. His experience at QBE laid the groundwork for his subsequent role in trade credit underwriting.
Education and Professional Qualifications
James Robertson holds a Master's degree in Marketing from the University of Technology, Sydney, which he completed from 2010 to 2011. He also earned a Bachelor of Business with a focus on Finance and International Business from the same institution, studying from 2006 to 2010. Additionally, he achieved the CFA Charter after passing all three levels of the CFA Exam between 2014 and 2018, further enhancing his financial expertise.
Background in Risk Analysis
James Robertson has a solid background in risk analysis, having worked at Coface in various roles from 2010 to 2016. He started as a Risk Analyst and progressed to Senior Commercial Sales Manager. His responsibilities included conducting risk assessments and managing commercial underwriting processes. This experience has equipped him with a comprehensive understanding of credit risk management, which he applies in his current underwriting role.
Early Career Experience
James Robertson began his career with various roles that contributed to his professional development. He worked as a Brand Team Assistant at Commonwealth Bank for two months in 2005-2006 and as an Associate Assistant at CHAMP Ventures for two months in 2007-2008. He also held a position as an Assistant Retail Manager at Telstra from 2007 to 2010. These early experiences provided him with foundational skills in marketing and business operations.